Technology How To

What is EndNote?

• EndNote is an online search tool- It provides a simple way to search online bibliographic databases and retrieve the references directly into EndNote. EndNote can also import data files saved from a variety of online services, CD-ROMs, and library databases.
• EndNote is a reference database and image database- It specializes in storing, managing, and searching for bibliographic references in your private reference library. Now you can organize images including charts, figures, and equations with a caption and your own keywords.
• EndNote is a bibliography maker and manuscript maker- It formats citations and figures in Microsoft Word with the Cite While You Write technology. Watch the bibliography and figure list appear as you insert citations in your manuscript. New Microsoft Word templates guide you through the exacting manuscript requirements of publishers.

EndNote Web Based Training

• Can be found at: http://www.endnote.com/training/tutorials/EndNoteX2/EndNote_X2.asp

Getting Started with EndNote

• To open the application: Programs>EndNote>EndNote Program
• To access a sample EndNote library
  • Select “Open an existing EndNote Library”
  • Click Browse.
  • Open the EndNote folder, the open the Examples folder and select “paleo.enl”
• To create a new EndNote library:
• Select “Create a new EndNote Library”

Note: there is no limit to the size of an EndNote library

Pictured below is the sample EndNote library “Paleo.enl”

By double-clicking on an item, the complete entry can be seen:

Setting EndNote Preferences
The example below shows how to modify the reference type.

• To access the preferences, click the Edit menu and select Preferences.
• To modify the reference type fields, click Reference Types in the navigation pane on the left and select the reference type from the pull down on the right.
• An Edit Reference Type window will appear. Fields that have typed entry headings will appear in individual reference records; those that are blank will not appear.

Making a New Reference

• To create a new reference, click on the References menu and select “New Reference.”
• Click on the “Reference Type” dropdown and select the material type.
• Use the Tab key to move from field to field inserting content as you go.

To create a figure reference, click on the References menu and then click Insert Object

After inserting the figure, insert caption text as seen below.

After inserting caption text, insert Keywords. Keywords in black indicate the term was in the library. Keywords in red are new entries to the library.

Setting EndNote Styles
Styles are a particular method of documenting your work. These styles are templates to arrange information in your references for citations and bibliographies.

• Click on the Edit menu and select Output styles and click Open Style Manager.
• Select the style of your choice
• Checking the box beside the name causes the style to appear in drop down menu as seen below. This allows for easy access to your most frequently used styles.
• Close the EndNote Style window

Searching the EndNote Library for a set of References.
To search the library:

• Click on the References menu
• Select Search References
• Select field to search and conditions
• With multiple field searches, select and, or, or not.

Printing Search Results into a Bibliography

• Select the Reference to be included in the Bibliography (use ctrl + click to select non-contiguous entries)
• Choose an Output Style.
• Click on the References menu and select Show selected references.
• Click on the File menu.

Using Native Database Interface to import references to EndNote

Many library databases can export records directly into EndNote. Here’s an example using EBSCOhost:

1. Open EndNote and Library
2. Conduct a search in EBSCOhost
3. Save selected results to folder
4. Select Folder View
5. Check off the items you want (or Select All)
6. Click on the Export icon
7. Make sure the radio button “Direct Export to EndNote, ProCite, or Reference Manager” is chosen
8. Press Save.

Using Native Database Interface to import references to EndNote

Here’s an example using PubMed (MEDLINE):

1. Open EndNote and Library
2. Conduct a search for ‘bulimia’ in PubMed
3. Mark desired records
4. In the Display field select MEDLINE
5. In the Send To field select TEXT.
6. Save the browser page as a text file (see image below).
7. Return to EndNote
8. Select your library.
9. Go to File > Import
10. Browse to the file on the Desktop.
11. Click Import Option pulldown menu and select Other Filters
12. Scroll to PubMed.
13. Highlight and click Choose

Note: only the imported records will appear. To view the entire library, go to the References menu and click Show all References.

Cleaning up Citations
Citations retrieved via Z39.50, direct exporting, and import filters may vary greatly in data placement consistency. Vendors store required citation information in different fields, so you need to review your citations and clean them up to ensure your citations are correct.

In the example record shown above:

• The volume field also lists the full name of JAMA (remove, leaving 291 only)
• The ISSN field is blank; you will find it in the Notes field (cut and paste it into ISSN) You will need ISSN to aid in retrieval of full text
• The record was sent as a generic record (change to journal article)

Retrieving and Storing Link Information and Full Text of Journal Article Citation
Citations retrieved from subscription databases do not always bring along the URL that links back to the full text and almost never retrieve the PDF version of the full text. Since access to specific articles may change during a long term project, it is recommended that, in addition to copying the URL into the citation record, retrieve and store the PDF or full text with your citation.

Retrieving Full Text from the Native Interface:

1. Save the PDF to your desktop
2. Open the citation record
3. Highlight the Figure field
4. Select References/Figure/Attach Figure…
5. Browse to saved PDF file
6. Click OK

Retrieving Full Text from within EndNote:
Some databases are citation or abstract only (Historical Abstracts is an example). EndNote includes a new feature called OpenURL, a protocol for describing citation information that queries a link resolver database to locate the full text if WFU subscribes to it. “WFU Full Text Options” is our link resolver. The information needed to direct the query can be configured in EndNote Preferences (shown below).

If your OpenURL isn’t configured, go to:

http://zsr.wfu.edu/research/endnote/open_url.txt to copy/paste the information into the dialog boxes shown below. Take care to eliminate any extra carriage returns after you paste in the information.

Once the Preference dialog box is configured:

• Open the individual record.
• Select References/OpenURL Link
• From Full Text Options, click on journal or article link to access the article.