EndNote X7. Introduction

Transcription

1 Introduction EndNote X7 EndNote is a desktop bibliographic management program designed to help you store references, create bibliographies, and format papers instantly. You can directly export references from numerous databases, including OVID, EBSCO, Web of Science, Scopus, Google Scholar, and more. Up to 10,000 references can be stored in your searchable database, where they can easily be exported into Microsoft Word documents for instant bibliographies. EndNote is a desktop-based tool that is linked to an individual user and their computer. However, it can be linked to an online EndNote Web account (see so you can access your references online. You can share your references with others using EndNote Web. The Library does not provide access to EndNote on its Learning Commons computers. You must purchase a personal copy from the U of S Campus Computer Store ( for $ Getting Additional Help This guide is intended as a brief introduction to EndNote. For more detailed help please visit the EndNote Product Training Page ( You can also contact the Library for additional assistance: Health Sciences Library: Vicky Duncan (Vicky.Duncan@usask.ca) / Catherine Boden (catherine.boden@usask.ca) Getting Started Once you have installed EndNote onto your computer you can open it by clicking on the icon in your Program Files (PC) or Applications (Mac) folder. You will need to create an EndNote Library. Libraries are simply the file type used by EndNote and are indicated by.enl. This is where you will import and store your references. To create a Library once Endnote is open go to: File > New > [give your Library a name] > [Choose where you want to save it] > Save A new pane will open up with your empty Library. The basic layout of EndNote with one reference imported is shown below. The layout shown below can be selected from the Layout button in the bottom right hand corner of the screen. This display is called Bottom Split.

2 Importing References You can add references to your EndNote library from various sources. It is recommended that users use Firefox, IE, or Chrome on a PC or Firefox or Chrome on a Mac. This will allow the Direct Export feature to work. 1. Direct Export using OVID databases (Medline, EMBASE, PsycINFO, Global Health, etc) b) Select the references you want to export using the check-boxes to the left of the reference c) Once you are ready, select Export d) In the white box that appears, from the options available select Export to: Endnote; Complete Reference; and Export Citations(s)

3 e) A pop-up box will appear. If it is not automatically selected, navigate to Open with ResearchSoft Direct Export Helper or EndNote and select OK f) Your reference will now appear in your EndNote library 2. Direct Export using EBSCOHost databases (CINAHL, SPORTDiscus, etc) b) Select the references you want to export by clicking Add to Folder c) Navigate to your folder (available on the left-hand side and the top toolbar) d) Select the reference(s) you want to export using the checkboxes, and then click Export e) On the next page, select Direct Export in RIS Format (e.g. CITAVI, EasyBib, EndNote, ProCite, Reference Manager, Zotero) and Save f) Follow steps from 1f (above) 3. Direct Export using Scopus b) Select the references you want to export using the check-boxes to the left of the reference c) Select Export d) On the next page, select Export Format: RIS Format ( EndNote, Reference Manager). Under Choose the information you want to export to the reference manager or file select All available information. e) Follow steps from 1f (above) 4. Direct Export using ISI Web of Knowledge (BIOSIS Previews, CABI, Web of Science, Zoological Record, etc.) b) Select the references you want to export using the check-boxes to the left of the reference

4 c) Select Save to EndNote desktop and choose the option Full Record when prompted for Record Content. d) Follow steps from 1f (above) 5. Direct Export using ProQuest databases (Public Health, ABI/Inform Global, CBCA, Canadian Newsstand, Dissertations and Theses, etc.) b) Select the references you want to export using the check-boxes to the left of the reference c) Select Export/Save. In the pop-up box, select Citavi, EndNote, or Reference Manager d) In the next pop-up select Export to: Citavi, EndNote, or Reference Manager and click on Continue e) Follow steps from 1f (above) 6. Direct Export Using Google Scholar Note: To export from Google Scholar you MUST have set your preferences to display EndNote. To do so, follow the instructions here: b) In Google Scholar you must import each reference individually. Once you have selected the reference you want, select Import into EndNote c) Follow steps from 1f (above)

5 7. Export using PubMed b) Select the references you want to export c) Click on Send to: and select Citation manager d) Click on Create File e) The references will appear in the Imported References folder in EndNote Manually Add References To add references manually go to your EndNote library and select References and New Reference. Choose the format type (e.g., journal article, book section, website, personal communication) and then fill in the relevant information. When you are done, select Ctrl+S (PC) or Command+S (Mac) to save. Some tips: Enter one author per line, surname last. Follow initials with a space or a period. Do not place any punctuation at the end of a title. Let long lines wrap. Capitalize titles as you would like them to appear in your bibliography/reference list. Searching and Adding Reference Directly via EndNote It is also possible to search some databases and library catalogs from directly within your EndNote Library. These are available in the light blue pane (Groups Pane) on the left-hand column. It is advisable to select Online Search Mode in the menu bar before your search. This will allow you to review the references first before adding them to your library. To search, select your database from the list (e.g., PubMed or Web of Science work successfully) or select more for additional options. Note that not all databases will search successfully via this feature. Once you have selected a resource, navigate to the Search tab in the Tab Pane. You can search by author, title, keyword, MeSH, etc. Once you have entered in your search parameters, select Search.

6 A pop-up box will appear displaying the number of results found. You can select how many you want to import at once and then click OK. These references will be displayed in the Reference List panel. To add them to your permanent library, select the references you wish to keep and drag them to a Group. Organizing Your Library In recent versions of EndNote it is possible to create Group Sets (equivalent to Folders) and Groups (equivalent to Sub- Folders) to organize your references. To create a Group Set, right click on My Groups on the left-hand column and select Create Group Set. Give your Group Set a name and hit enter. To create Groups, follow the same steps but select Create Group. You can then drag and drop any references from your library (in the Reference List Pane) into a Group to organize it. The same reference can be in multiple Groups at once. Any reference not in a Group can be located under Unfiled. Attaching PDFs to a Reference If you have a pdf of an article stored somewhere on your computer, it is easy to attach it to its relevant reference in your EndNote Library. Simply navigate to the saved pdf on your computer, and then drag and drop it on the appropriate reference. Once you have dropped it, a paperclip icon will appear to the left of the reference indicating that a pdf is attached. You can view the pdf by double clicking on the reference, or by selecting PDF and Quick Edit from the Tab Pane. Note: If you are attaching PDFs to your references you have two options for saving your EndNote Library in a way that keeps your library and the pdfs linked. In older versions, once you have attached a pdf a new filed called [Your EndNote Library File Name].data will be created. Make sure to keep the.data and the.enl files in the same location. For X5 (Mac) you have the option of going to File, Save, and Save a Linked Copy (.enlx). This will keep your references and pdfs together. Finding Full Text for a Reference Select a group of references that you would like to full the full text (PDF) for. Click on the Find Full Text button on the main toolbar. You will be able to see EndNote s progress in finding the Full Text in the Groups Panel. Here is an example:

7 TIP: It s a good idea to change your preferences to rename your PDFs, so that you can more easily identify them. Go to the Edit menu, and select Preferences. Select PDF Handling. Select how your want to rename your PDF documents. Author, Title and Year is a good choice. Making a Copy of Your EndNote Library If you want to make a copy of your EndNote Library it is not advised that you Copy + Paste it. Instead, go to File, Save As, and give the library a new name or location. This will ensure that no references or pdfs are lost in the save process. Using Cite While You Write (CWYW) Using EndNote you can insert references into the text of your paper and automatically create bibliographies in Microsoft Word using Cite While You Write. 1. Turn on Cite While You Write When you install EndNote on your computer, Cite While You Write will be installed as well. It will appear in your Word menu bar. With Macs, go to View, Toolbars, EndNote. 2. Select and insert your reference When you are writing your paper and want to insert a reference, select EndNote and then Find Citation(s). In the pop-up box enter in a search word for your citation (author, title, keyword) and select Find. Once you have located your reference, select Insert and the in-text citation (e.g., Haines, 1992) will automatically be inserted where your cursor was, and the full citation will be inserted into your bibliography at the end of your paper. 3. Format your bibliography You can format your bibliography from within your Word document in the EndNote toolbar. Select Endnote and Format Bibliography. Select your output style (e.g., Vancouver, APA 6 th ) from the pull-down list and click OK. You can change or modify your citations and bibliography at any time while you are writing your paper. This feature is particularly helpful if you are using a numbered citation style (e.g., Vancouver) and have inserted new references. EndNote will keep track of any new or deleted references and will re-number accordingly.

8 Transferring References between EndNote (desktop) and EndNote Web References can be easily transferred between EndNote Web and EndNote (desktop) in both directions (see here for more information on EndNote Web - The simplest way of doing this is to Sync your references in your desktop library to your online account. After you have installed EndNote, register at my.endnote.com. Create a new account. In EndNote desktop, click on Tools and Synch. This will copy all your references into your EndNote Web account. Note that Group Sets are not maintained, only an alphabetical list of your Groups. Importing References into RefWorks To import your RefWorks references into an EndNote library follow these steps a) Open up your RefWorks account b) Go to References and Export c) Select which references you want to export All or specific folders d) Choose Export Format: Bibliographic Software (EndNote, Reference Manager, ProCite) and Export e) Your references will appear in a new window in your browser. Right click and Select All and then Copy f) Open up the program Notebook, paste your references, and save the file somewhere you will remember it g) Open up EndNote and File and Import>File h) Navigate to your saved text file i) Select Import Option: Reference Manager (RIS) and Import j) Your references will now be added to your EndNote Library For further assistance with EndNote X7, please phone or drop into the Leslie and Irene Dubé Health Sciences Library. Last updated: April 2014