EndNote document management (two) basic exercises

1. Create a document database and add documents

1.1 Create a literature database

The literature database is likened to a SQL database, and the original pile of documents in a folder is likened to a file system. The difference between the two is immediately apparent. In the database, documents are better organized, making it easier to query, add, and sort operations.

To open EndNote, you first need to create a new document database, File → New (create a folder and name it yourself, then select it here), as shown in the figure below:

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The document database just created is still empty:

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Next, start to add documents. There are two main ways to add documents: ①Online search; ②Batch import.

It should be noted that the database to be retrieved must have access rights

First select the "local library & online search mode" in the location ①, the frequently used online databases appear in the location ②, and click the location ③ to select more documents and multiple databases.

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Select a literature database (you can come according to your actual situation), and you can search on the right side. There are multiple selection conditions for you to choose. Various conditions can be organized by logical management. For example, I am in Wed of Science Search for documents containing ROS:

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After setting, click Search, and you can set the number of received documents in the pop-up window. I will take 10 as an example:

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After confirming, the search results are displayed as follows, click on any piece of literature, the author, publication year, abstract and other related information will be displayed on the right:

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1.3 Batch import

Import the downloaded PDF document folder into EndNote. At this time, EndNote will import it according to the DOI online download related information of the document. Therefore, the computer must be connected to the Internet.

Click File → Import, and then select a file to import a single document, and select a folder to import multiple documents.

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You can right-click on the group to add your own group and put different documents in a group for easy use. You can also score (star) the documents to show their importance to you.

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1.4 Import HowNet Literature

This is similar to the batch import in section 1.2, but you will find that if you download a .caj file, it seems that you can’t use the method in section 1.2 to import it. The specific operations of HowNet import are as follows:

  1. Clear the previous exported documents. You may have exported documents in other formats from HowNet before, and they are all stored in your HowNet Document Management Center. If you don’t clear them, this export will also export historical documents.
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  1. Search for the documents you need, and tick them, export and analyze the motor, click Export Documents, and select EndNote (similar to using NoteExpress).
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  1. On the document management page, click Export, and then it will be saved as a txt file.
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4. When you come to EndNote, click on the map, import the file, select the txt file just now, and select EndNote as the import option.

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5. Import OK and add them to the "HowNet" group.

At this time, 10 articles were searched online, 1 article was imported into PDF, and 3 articles were imported into HowNet, totaling 14 articles.

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2. Document Management

2.1 Document marking and ranking

In the case of a lot of documents, you need to mark the documents you have read, and score their importance after you read them, so as to improve your efficiency as much as possible. In addition, you may also need to sort the documents by year or importance.

The dot in the first column is the reading mark, and clicking the black dot in front of the document indicates that the document has been read. The rating in the fifth column is your rating of the literature. Click the attribute name of each column to sort the documents according to this attribute. If you click: "Year", it will be sorted in ascending or descending order according to the year.

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2.2 Literature Quick View and Full Text Download

As mentioned before, click on the document and the "Preview" preview area will appear on the right side, which will display the article's abstract, author, publication date and many other information.

But the original text cannot be downloaded yet, you need to right-click on the document and select "Find Full Text". Under the "Find Full Text" option on the left, relevant information will be displayed. Some documents may not have download permission, and the download will fail. The downloaded document can be viewed on the right.

The downloaded documents are saved in the PDF folder under the folder "My EndNote Library.Data" under the same root directory of "My EndNote Library.enl".

In the document list, the document marked with "paper clip" appears in front of it, indicating that the full text has been downloaded.

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2.3 Literature reading and annotation

Select Open PDF to read in full screen

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Annotate and save in the reading interface

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3. Edit reference format

After installing EndNote, the option of EndNote will appear in your Word menu bar, similar to MathType.

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Click EndNote, set the reference format, and move the mouse cursor to the position where you want to add the citation.

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Return to EndNote, select the relevant literature, and click Cite.

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Return to Word and find that the quotation has been completed.

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It should be noted that there will be parameter errors in some documents using WPS. It is recommended to use Office Word.