To Start Endnote

ENDNOTE

Denise Upton

Health Sciences Library

220-3749

Main Campus EndNote Experts:

Saundra Lipton

220-3793

Leslie Potter

220-3446

To Start Endnote: 3

Endnote Libraries: 3

Customizing the display: 4

Creating new EndNote Libraries: 4

Manually entering references into a library: 5

Inserting References via Online Databases: 6

Direct Import: OVID example 6

Saving a Text File and Using a Filter: PubMed example 8

Searching PubMed or Library Catalogues through EndNote: 9

Importing from Google Scholar: 10

Copying References between Databases 10

Inserting Pictures and Objects into your libraries: 11

Linking to .pdfs: 11

Saving your Library: 11

Searching within Libraries: 12

Groups within Libraries: 12

Cite While You Write: 12

Other Toolbar functions: 13

Producing an Independent Bibliography: 14

Merging Chapters in a Thesis and Formatting a Single Bibliography: 15

Importing Journal Lists to supply and Link Abbreviations / Full titles: 15

Editing Output Styles: 16

Transferring records from Reference Manager or Refworks to Endnote: 17

More Information: 17

To Start Endnote:

·  Choose START – Programs – Endnote

Endnote Libraries:

In Endnote, a library is a collection of records or references one chooses to store together.

Let’s look at a library.

·  Choose “Open an existing library” and click on OK.

·  Find Paleo.enl (in the Samples folder in Endnote) and select.

Notice there are three frames:

·  Index list frame – lists all of the references in the library

·  Individual reference frame – gives a summary of the information contained in the individual record in the selected output style (Show Preview)

·  Groups frame – used to create subgroups within a library.

Double-clicking on any record in the index list will bring up the complete reference.

Customizing the display:

·  Edit - Preferences - Display Fields allows you to change the fields displayed in the top menu bar of the index fields list.

·  Edit – Preferences – Libraries allows you to choose which databases you want to automatically open when starting EndNote.

·  References can be sorted by clicking on the desired field label.

·  The Show Preview frame can be hidden by clicking on Hide Preview at the bottom of the screen.

·  On the full record screen, empty fields can be hidden by clicking on Hide Empty Fields at the top of the dialog box

·  Choosing Show All Fields in the output style drop down menu box will give you a complete reference display

Creating new EndNote Libraries:

·  Select File - New

·  Type in the name of the library – we will use “arthritis” as our example.

Manually entering references into a library:

·  Choose References – New Reference

·  Note the “Reference Type” drop-down menu box at the top of the dialog box. It is very important that you select the right reference type so that the appropriate fields are available.

·  Fill the information you have into the appropriate field. If you accidentally start inputting information into the wrong Reference Type, select the correct reference type and the information will move to the appropriate fields in the new reference type.

·  When you are finished you may choose to Hide Empty Fields to tighten up the display.

·  Close the reference dialog box to save the record. It will be added to your library.

Important Formatting Tips:

·  Names – enter one name per line (last name, first name). EndNote will automatically complete names that have previously been entered into a library. If all authors are not known, use et.al. or and others as the last name followed by a comma. For corporate authors, use quotation marks around the corporate name (“Alberta Aboriginal Affairs”).

·  Year – must be edited with 4 digits

·  Title – do not add a period at the end of the title. Capitalize as it should appear in the bibliography.

·  Journal – enter the full journal title

·  Pages – omit commas for pages in the thousands

·  Edition – just enter the number “1” etc.

·  Keywords – separate keywords with a ; or a \

·  Inserting Symbols & Diacritics – Click Start – Programs – Accessories – System Tools – Character Map. Choose Times New Roman for French and German and Symbol for Greek. Click on a character from the map, then choose Select – Copy. Go to your EndNote reference and paste in the character.

Sample references:

Haugen, M. Fraser, D. Forre, O.
Diet therapy for the patient with rheumatoid arthritis?.
Rheumatology. 38(11):1039-44, 1999 Nov.

Westcott, Patsy. Rheumatism and Arthritis: recipes and advice to stop the pain. New York: Sterling Publishers, 2000.

Riordon, H.D. The Inflammation disease connection. In: Challam, Jack. The Inflammation Syndrome. New York: Wiley, 2003. pp. 203-268.

NOTE: Be very careful when manually entering references – any mistakes made here will be transferred to the bibliographies you develop!

Inserting References via Online Databases:

Direct Import: OVID example

For our example we will use the OVID database Medline.

·  Open Internet Explorer – this is the best browser for importing

·  Choose Research Databases – Medicine from the U of C library homepage.

·  Choose Medline from the list of databases

·  In the search box type Arthritis diet therapy

To complete the Direct Import, choose the following from the Results Manager box:

·  Results: Choose whichever is appropriate – we will do range 1-50.

·  Fields: Choose Complete Reference

·  Result Format: Choose Direct Export

·  At the top of the column, under Actions, choose Save

· 

·  Choose Export Results to EndNote, Procite or Reference Manager and click on Continue

·  Choose the EndNote library you want to enter the records into – we will choose Arthritis. Click on Open. The records will be imported.

NOTE: When importing from OVID Global Health a dialog box will appear asking you to choose a filter. Please choose Cab Abstracts (OVIDsp).

Saving a Text File and Using a Filter: PubMed example

Some databases do not have the capability for Direct Export. We will be using PubMed as an example of this type of database.

·  In Internet Explorer, type www.pubmed.gov into the URL box.

·  Type “Arthritis/diet therapy review 2007” into the search box and click on GO.

·  Next to the “Display” box, click on the drop down menu and choose MEDLINE

·  From the drop down menu at “Send to” choose File and save the file as arthritis.txt on your desktop.

·  Go into your EndNote program and make sure your Arthritis library is open.

·  Choose File – Import from the top menu bar.

·  Browse for your arthritis.txt file, then choose Pubmed (NLM) from the drop down menu beside Import Option. Choose “Import into Duplicates Library” beside “Duplicates”. Click on “Import”.

The records will be imported into your Arthritis library. Any duplicates will be placed in a duplicates database.

Searching PubMed or Library Catalogues through EndNote:

·  Tools – Online Search – New Search

·  Choose the database / library you want to search and click on Choose

·  Type your search terms and select the appropriate field for each term, then click on Search

·  Copy the records to the desired library.

·  Searches may be saved to be repeated at a later time.

Importing from Google Scholar:

·  Configure Google Scholar to send references to EndNote:

o  Go to http://scholar.google.com

o  Click on the Scholar Preferences link.

o  Under Bibliography Manager select the option Show links to import citation into and choose EndNote in the drop down box.

o  Click on the Save Preferences button.

·  After performing a search on Google Scholar click on the Import into EndNote link for the reference you want to import.

·  If you are presented with a choice to Open or Save, choose Open.

·  A Select a Reference Library window will appear – select the EndNote library you want to import the reference into.

Copying References between Libraries

·  Select the references you want to copy. Choose Edit – Copy.

·  Open the library you want to add the references to – Edit - Paste.

·  You can also use Import to import one library into another.

Inserting Pictures and Objects into your libraries:

·  Open a record

·  Select References – File Attachment – Attach File

·  Locate the picture or object.

·  Click Open. A thumbprint of your image will appear in the image field.

·  In the Caption field, add a title.

Note: You may only add one picture or object per record.

Linking to .pdfs:

·  Open the reference you would like to link the pdf to.

·  Click on References – File Attachment – Attach File

·  Navigate to the .pdf file that you have previously saved and click on OK.

·  When saving the file you may choose to select a Relative Path by clicking the “Copy this file to the default folder and create a relative path” box: EndNote makes a copy of the .pdf and places it in the .DATA folder that goes along with the library. This means that a copy travels with the library and can always be accessed.

Saving your Library:

·  Click on File – Save a Copy. When the dialog box opens, save to your desired drive.

OR

·  Or use Windows Explorer to copy and paste EndNote files to another location. Be sure to save both the .enl file and the .DATA folder as both are necessary to open the library.

OR

·  Save a compressed library (both the .enl file and .DATA folder in the same file) by choosing File – Send to – Compressed Library. When the Send to Compressed Library dialog box comes up, select the drive you wish to save to. The file name suffix will be changed to .enlx.

Note: If you save to a USB key you may open the Library and work directly from the key. If you save to a CD or DVD you must copy the files back to your hard drive before you begin working with your library.

Searching within Libraries:

·  References – Search References

·  Type in your search terms and click on Search

·  Copy retrieved records to another library if desired

·  Searches may be saved.

Groups within Libraries:

You may use Groups to break your library into subsets.

·  Choose References – Groups – Create New Group

·  Name your group

·  Select the references you want to put in the group and drag them to the group name.

Cite While You Write:

– using EndNote to cite references in your paper and create the bibliography

When you install EndNote you should choose to install the link into Microsoft Word. This will install an EndNote toolbar in your Word program. Use this toolbar to insert your references into your paper.

·  To insert a reference click on the first icon – Find Citation. Type the author’s name or other identifying information into the search box and click on Search. Select the correct citation and click on Insert.

·  When inserting more than one reference in the same in-text citation, mark the desired references in EndNote, then click on the 4th icon on the EndNote toolbar in Word (Insert Selected Citation). Be sure to go back and deselect the marked citations so they don’t appear next time you use this function.

·  The citations will appear in the text of the document and will also be added to the bibliography at the end of the paper.

·  To change the format of your bibliography, choose Format Bibliography . Select the format of your choice and click on OK.

Other Toolbar functions:

Go to EndNote – takes you to your library

Edit Citation – edits the in-text citation (eg. Add pages)

Insert Note – to insert text as a numbered note in the reference list

Edit Library Reference – to edit a reference within your EndNote Library

Unformat Citations – to revert to original code

Remove field codes – to remove coding from documents – Never do this to your original – always make a copy and remove the field codes from the copy. You can’t get them back once you do this!

Export Travelling Library – this will create a new library of all of the references cited in the paper. Great for sharing with colleagues.

Find Figure – to insert figures into your document

Generate Figure List – to generate a list of figures in your document

EndNote Preferences – to set preferences for CWYW

CWYW (Cite While You Write) help.

Producing an Independent Bibliography:

You may want to print or email a list of references separately. There are several ways to do this:

Copy Formatted:

·  Edit – Output Style – select your preferred style

·  Open your EndNote library and select desired references in the Library window.

·  From the Edit menu choose Copy Formatted

·  Open a document in your word processor, put the cursor where you would like the references to appear and Paste.

Drag- and-Drop:

·  Open your library and select the desired references.

·  Select your preferred style from the Output Style submenu of EndNote’s Edit menu

·  Hold down the Ctrl key as you drag the references from the library and drop them directly into a word processing document. If you do not hold down the Ctrl key your references will not be formatted.

Print directly from EndNote:

·  Select references.

·  Choose your desired output style and click Edit.