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8/3/2019 Getting Started with EndNote X2
1/8
GETTINGSTARTEDWITHENDNOTEX2http://www.library.uthscsa.edu
Whatis
EndNote?
EndNoteisabibliographicmanagementandresearchsoftwareprogram.WithEndNoteyoucansearch
databasesonline,organizereferencesaswellascitereferences,instantlyformatandchangeyour
bibliographyandshareyourlibrary.Inadditionyoucanattachimages,PDFsandotherfilestocitationsin
yourlibrary,makingthemeasiertoaccess.
EndNoteisavailableforWindowsandMaccomputers. Thecampusbookstoreoffersstudents(butnot
facultyorstaff)adiscountonpurchase. Librariansareavailabletoassistusersandteachworkshopson
EndnotehoweverEndNoteisnotavailableforpersonaluseonlibrarycomputers.
EndNoteX2isthelatestversionofEndNoteandhasfeaturesnotavailableinearlierversions.Becauseof
changesin
the
software
we
suggest
working
with
EndNote
9or
higher.
Thefollowingguidehasbeenpreparedbylibrarystafftoprovideyouwithuptodateinformationabout
usingEndNoteX2.
PreparingyourEndNoteLibrary
SettingUpanEndNoteLibrary
1. OpenEndNote.IftheGetStartedwithEndNotescreenappears,selectCreateanewEndNoteLibraryandclickOK.Otherwise,selectFilethenNew....
2. Giveyournewlibraryanameandsaveitinalocationthatmakessensetoyou.InstallingEndNotesListofMedicalJournalTitlesandAbbreviations
Beforeyoubeginaddingreferencestoyourlibraryconsiderthatsomecitationstylesusejournals'complete
titles;othersuseabbreviations. EndNotecanmakethenecessarychanges,butonlyifthelistoftitlesis
importedbeforereferencesareaddedtotheEndNotelibrary:
3. FromtheToolsmenu,selectDefineTermLists,thenclickonJournals.4. ClicktheImportListbutton.NavigatetothefolderwhereEndNoteisinstalled(usuallyC:\Program
Files\EndNote)andopentheTermListsfolder.(Ifyoudonotknowwheretheprogramfileis,orcannot
accessit,contactthepersonwhoinstalledEndNoteonyourcomputer.)
5. Doubleclickonmedical.txt. Afterthetermsareinstalled,clickOK.
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ExploringtheEndNoteLibrary
Currently
selectedstyle
Allreferencesin
thelibraryor
selectedgroup
Groupshelp
organizeyour
referencesby
keyword,topic,
source,or
project.
Keywordsearchbo
forsearchinglibra
orgroup
Checkhereto
seetotalnumber
ofreferences
currently
showing
Thepreviewbox
allowsyoutoseehow
theselected
referencewilllookin
abibliography,based
onthecurrently
selectedstyle.
AddingReferences
ImportingCitations
Directly
from
Databases
Mostonlinedatabases,andmanyelectronicjournals,offeranExportfeaturethatallowsyoutotransfer
citationsdirectlyintoanEndNotelibrary. ThefollowingstepsworkinOviddatabases(suchasMEDLINE)
andEBSCOones(suchasCINAHL).
Oviddatabases EBSCOdatabases
1. Runyoursearchasusual. Fromthelistofresults,selectthecitationsyouwanttosave:Placecheckmarksbeforethecitation(s)you
wanttosave:
FirstyouneedtoAddthecitationstothefolder
Then
display
the
contents
of
the
folder:
Andfinally,selecttheitemsinthefolder:
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2. Displaytheexportoptions:TheResultsManagercanbefoundatthe
bottomoftheresultsscreen:
ClickonExport:
3. Selecttheappropriateoptions:UnderFields,selectCompleteReference:
UnderCitationFormat,selectDirectExport:
ClickSaveunderActions:
SelectExportresultstoEndnote:
ClickContinue
SelectDirectExporttoEndNote:
ClickSave:
4. Ifyourbrowserdisplaysamessageaskingwhetheryouwanttosavethefileoropenit,choosetoOpenit.5. YouwillnextbeaskedtolocatetheEndNoteLibrarytowhichyouwishtodownloadyourcitations.
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6. TheimportedcitationswillappearinyourEndNoteLibraryinaspecialgroupcalledImportedReferences:
TheExportfeaturemayhavedifferentnamesindifferentdatabases. Lookforoptionslike"DirectExport","Sendto
EndNote","ExporttoReferenceSoftware"or"ExporttoProcite/ReferenceManager/EndNote."Checkthedatabases
Helpfilesformoreinformation.
ImportingCitationsfromPubMedusinganImportFilter
PubMedisoneofthefewmajordatabasesthatcannotexportreferencesdirectlytoEndNote. However,
youcanimportcitationsfromPubMedusingImportFilters,whichhelpEndNote"translate"yoursaved
citationsintoaformatitunderstands.
1. Savingcitationsinthecorrectformat Afterselectingcitationstosave,selectMEDLINEfromthedropdownDisplaymenu:
FromtheSendtodropdownmenu,selectFileandsaveyourreferencestoatextfile. Yourbrowser
will
probably
ask
if
you
want
to
save
or
open
the
file.
Pick
Save.
Thedefaultnameforthesavedfileispubmedresult.txt. Youcanchangethisifyouwant.Justbesureyouknowwherethefileisbeingsaved.
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2. ImportingFromEndNotesFilemenu,selectImport.Youllseeaboxlikethis:
Clickhereto
locatethetext
fileyou
saved
ImportOption:
Seenotesbelow
Duplicates:
SeenotesbelowKeepas
NoTranslation
ImportDataFile: ClickChooseFiletolocatethetextfileyousavedfromPubMed.
ImportOption: Click on the down arrow next to ImportOption to see filters that have been used
before.Selectthedatabasefromwhichyoudownloadedyourcitations.
Ifthedatabaseyouneedisntthere,clickOtherFiltersandselectthedesireddatabase.Duplicates: This lets EndNote know what to do if it finds identical citations. If you chooseDiscard
Duplicates, it will ignoreanycitations thatalready exist in the library. Ifyouchoose ImportAll, see
RemovingDuplicatesbelowtolocateandremoveduplicateslater.
ClickImport.YoullprobablyseeEndNotecountingcitations. Note:Ifyourfileisdownloadedasone
bigcitation,theyprobablyweren'tsavedinthecorrectformat:downloadthemagain,beingsureto
savethemintheMEDLINEformat. Ifitstilldoesntimportproperly,youmayneedtoupdatethefilter.
Seethehandout"EndNoteTips&Troubleshooting"formoreinformation.
AddingReferencesManually
Alternatively
you
can
add
a
reference
to
your
Library
by
typing
it
in.
Here
are
some
tips:
Toaddareferencemanually,openyourlibrary,thenselectNewReferencefromtheReferencesmenu.
BesuretousetherightReferenceType.ThedefaultisJournalArticle,butotherchoicesinthepulldownmenuincludeBookSection(usedforbookchapters)andThesis. Whenyouchange
ReferenceTypes, EndNoteautomaticallypromptsyouforfieldsneededforthattype(editors
names,chapterauthorsnames,etc.).
Ingeneral,youdontneedtouseanypunctuationwhenentering(someexceptionsarelistedbelow).
Authorsnamesarethetrickiestthingstoadd:o Authorsmustbeenteredoneperline,sopressEnteraftereachauthorsname.o Thefollowingexamplesillustratesomethemostcommonsituations:
Einstein,HowardG.
deGaulle,Charles
Einstein,HGorEinstein,H.G.(notEinstein,HG)
Einstein,Albert,Jr.
AlbertEinstein
AmericanCollegeofPhysicians,(noticethecommaattheend)
Pagenumberscanbeenteredinanyofthefollowingforms,withcommasbetweennonconsecutiveranges:
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14921497
14927
124127,130,191194
RemovingDuplicates
Toremoveduplicates,selectFindDuplicatesfromtheReferencesmenu.EndNotewillscanthelibrary,andwillthenshowduplicatereferencesitdetects.Duplicateswillbehighlighted;youcan
deletethem
all
at
once
by
choosing
Delete...
from
the
References
menu,
or
by
selecting
one
referenceatatime.
YoucanchangethefieldsEndNoteusestoidentifyduplicatesbychoosingPreferences...fromtheEditmenu.SelectDuplicatesfromtheleftframe.YoucanthenselectwhichfieldsEndNotewill
compare,andwhethertheyneedtomatchexactlyorifEndNoteshouldignorespacesand
punctuation.Bydefault,EndNotecomparestheauthor,year,articletitle,andreferencetypefields.
o Notethatthesamearticledownloadedfromdifferentdatabasesmayhaveslightlydifferentauthors,titles,andevenjournalnames(somedatabasesdonotincludeall
authorsforexample,ormayincludealongersubtitle);EndNotewillnotusuallyrecognize
theseasduplicates.
LinkingPDFs
or
Other
Files
to
EndNote
References
YoucanattachaPDForotherfiletoareferenceinEndNote. Thefilecanbeonyourowncomputeror
ontheInternet.
Openthereferencetowhichyouwishtolink.o Tolinktoafileonyourcomputer,gototheReferencesmenuandchooseFileAttachments
andthenAttachFile....LocatethefileandclickOpen.
o TolinktoafileontheInternet,simplytype(orpaste)theURLintothereferencesURLfield.
ProducingaBibliography
WhenEndNoteisinstalled,itwillalsocreateanEndNoteribboninMicrosoftWord2007(inolderversions
ofWord,itwillcreateatoolbarinstead).
Thetoolsonthisribbonhelpyoutoproduceaproperlyformattedbibliography. EndNoteknowsabout
threethousandbibliographical"outputstyles";youjustneedtotellitwhichtouse.Youcanchangestyles
atanytime.
1. Ifyouarepreparingapaperforpublication,besuretocheckthejournalsInstructionstoAuthors(usuallyavailableonthejournalswebsite)ortheappropriatestylemanualtoknowwhatstyletouse.
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2. AtthetopoftheEndNotescreen,youllseeadropdownmenushowingthestylecurrentlybeingused.(ThedefaultisAnnotated.)Clickonthearrowtoseethedefault
stylesandanyyouhaveused.ClickonSelectAnotherStyle...toseeallavailable
styles. Bepatient:itcantakeaminuteforthelisttoappear. Selectthestyle
recommendedbyyourpublisherorinstructorandclickChoose.
3. LeavingEndNoteopen,openyourWorddocument. Placeyourcursorwhereyouwantto
enter
your
first
reference,
and
click
Go
to
EndNote
in
the
EndNote
ribbon's
Citation
panel. YourEndNoteLibrarywilldisplay. (Ifyouwanttouseadifferentlibrary,you
canopenitnow.) ThisestablishesalinkbetweenthisWorddocumentandthisEndNoteLibrary.
4. LocatethereferenceyouwanttousebyscrollingthroughthelistorbyusingEndNotesSearchfunction.(FromtheReferencesmenu,chooseSearchReferences)
5. LeavingEndNoteopen,returntoyourWorddocument. ClickthearrownexttoInsertCitationintheEndNoteribbon'sCitationpanel,andselectInsertSelectedCitation(s).
6. Youcaneitherrepeatsteps4through6foreachadditionalcitation,orclickInsertCitationintheEndNoteribbon'sCitationpanel. AnEndNoteX2FindCitation(s)windowwillopen. Enterkeywords
andclickSearchtosearchthroughyourwholelibrary. Alistofmatchingreferenceswillappear. Select
theone(s)youwanttouseandclickInsert.
7. EndNotewillembedthecitationinthedesiredformat,andappendthebibliographicreferenceattheendofthepaper. Thismaynotbeinstantaneous;ifyouhavemanyreferences,youwillprobablyfirst
seeagenericcitationthatlookslikethis:{Albretsen,1998 #11}forashortwhilebeforetheformatted
citationappears. Ifthesegenericcitationsdon'tgoaway,orifthewrongoutputstyleisbeingused,see
ChangingtheFormatofaBibliographyinthenextsection.
8. Youcanadd,remove,orrearrangecitationswithintheWorddocument. EndNotewillrenumberorrealphabetizeasnecessary.
9. Whenyouarealldone,saveyourdocument. (Actually,youshouldbesavingiteverynowandthenanyway,butbesuretodosowhenyou'realldone.)
10.Remembertoproofreadyourbibliography!Theremaybesmallformattingerrorsoreventyposthatyou
should
correct
manually.
If
you
find
major
formatting
errors,
make
sure
you
are
using
the
correct
outputstyle. Ifyoustillseemajorformattingerrors,checkoutthe"EndNoteTips&Troubleshooting"
handoutforhelpeditingastyle.
11. IfyouaresubmittingthedocumentelectronicallyespeciallytoapublisherwhoseInstructionstoAuthorssaynottouseEndNoteyouwillneedtoremovethefieldcodes. ClickConvertCitationsand
BibliographyfromtheEndNoteribbon'sBibliographypanel. ThenselectConverttoPlainText. Word
willcreateanewcopyofyourdocument,removingEndNote'sfieldcodesandleavingthefully
formattedbibliography. Savethisdocumentunderanewname,andsubmitittothepublisher.
Besuretokeeptheoriginalversionofyourdocumentwiththefieldcodes,incaseyouneedtomakeanychanges:
EndNotecannotworkwithadocumentthathasbeenconvertedtoplaintext,soifyouneedtomakechangesyou
will
have
to
have
the
original
document
to
work
with.
ChangingtheFormatofaBibliography
IntheEndNoteribbon'sBibliographypanel,selecttheoutputstyleyouwanttouse. Ifyourstyleisn'tonthedropdown,pickSelectAnother
Styletoseethefulllist. SelecttheappropriatestyleandclickOK. It
maytakeafewsecondsforthebibliographytobereformatted.
Ifitdoesn'treformatautomatically,clickUpdateCitationsandBibliographyfromtheEndNoteribbon'sBibliographypanel.
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MovinganEndNoteLibrarytoAnotherComputer
IfyouneedtomoveyourEndNoteLibrarytoanothercomputer,orwanttoshareitwithanotherEndNote
user,youwillneedtomovetwoseparateparts,whichwillbelocatedinthesamefolder. Thesetwoparts
areyourEndNoteLibrary,whichwillhavetheextension.enl,andafolderwiththesamenameasyour
EndNoteLibrary,butwitha.Dataextension.
InEndNoteX2,thesetwofilescanbecompressedintoasinglefile,whichmakesmovingthefileor
attachingittoanemailmessagesimple.FromtheFilemenuselectCompressedlibrary. Youhavethe
optiontoCreateacompressedlibrarywhichwillcreatethefileandsavetoyourcomputerortoCreate&
Emailwhichwillopenyouremailandautomaticallyattachthecompressedlibrary. Thelibraryanddatafile
willbecompressedintoasinglefilewitha.enlxextension. Toopenthisfile,simplydoubleclickit(note:
therecipientmusthaveEndNoteversion9orlatertoopenthefile).
NeedMoreHelp?
CheckthehandoutEndNoteTipsandTroubleshooting,whichcoversupdatingfiltersandstyles,editing
styles,
customizing
your
display,
merging
libraries,
and
more.
EndNoteonlinecustomersupport:
http://endnote.com/support/entechform.asp
Phone:(800)336.4474
Updatesandpatchesareavailableonlineathttp://endnote.com/support/ensupport.asp.
ContactEmilyHurst,[email protected](210)567.2466withquestionsortoschedulea
consultation.
http://endnote.com/support/entechform.asphttp://endnote.com/support/ensupport.aspmailto:[email protected]:[email protected]://endnote.com/support/ensupport.asphttp://endnote.com/support/entechform.asp