EndNote X Basics and New Features

EndNote --for managing papers & bibliographies Construct papers in Word (built-in templates) Construct papers in Word (built-in templates) Watch bibliographies, table and figure lists appear instantly Watch bibliographies, table and figure lists appear instantly An online search tool: An online search tool: 1.Search online databases 2.Import files from online services 3.Directly export references from databases and full text journal websites Organize references, images and PDFs in any language (QUOSA too!) Organize references, images and PDFs in any language (QUOSA too!)

New features of EndNote X Create links to PDFs automatically by dragging and dropping onto an EndNote record. Create links to PDFs automatically by dragging and dropping onto an EndNote record. Use new.enlx library format to share self- contained libraries with colleagues. Use new.enlx library format to share self- contained libraries with colleagues. View up to eight fields in the reference list display View up to eight fields in the reference list display Use "Show" and "Hide Empty Fields" to reduce scrolling through reference detail. Use "Show" and "Hide Empty Fields" to reduce scrolling through reference detail. NOT backwards compatible with EN 7! NOT backwards compatible with EN 7!

New Reference Types From EN 9: Electronic journal Electronic journal Electronic book Electronic book Online multimedia Online multimedia Conference paper Conference paper Government Report Government Report Unpublished Work Unpublished Work From EN X: Electronic Source renamed Web Page Electronic Source renamed Web Page NOTE: Reference Types are now alphabetized on the list! -- Many styles don’t include these -- APA & Chicago styles do APA & Chicago styles do

Installation – on campus

EndNote Installation page

EndNote Home installation EndNote (for Mac or Windows) can now be downloaded to home computers using: NOTE: Enter your username and password in the "VPN download" box.

EndNote X Installation Hints Windows and MAC It is best to uninstall older versions first It is best to uninstall older versions first Back up custom styles, filters, and connection files Back up custom styles, filters, and connection files Install X.0.2 patch too! Install X.0.2 patch too! For Windows – go to Help Menu – “EndNote Program Updates”

Windows patch – v. X.0.2

Creating a library

Name the library

Library awaiting insertion of references

Searching Databases

Search retrieval

New search

Change number of references; Discard previous references

Copy references to…

Book connection files

Book References: Nat’l Library of Medicine; Library of Congress

Keep several connections open at the same time…

Search input is preserved

Connect to WebCat!

Search our WebCat

Connect to Fox Chase Cancer Center catalog

Importing/Exporting Download references from PubMed in an EndNote-friendly format Download references from PubMed in an EndNote-friendly format Import downloaded references into your EndNote library Import downloaded references into your EndNote library Directly export references from Ovid, Web of Science, and many full text journals Directly export references from Ovid, Web of Science, and many full text journals

PubMed Importing Steps Search PubMed; select references to import; with no selections, all get imported Search PubMed; select references to import; with no selections, all get imported Change Display format to MEDLINE Change Display format to MEDLINE Click Send to (file); name your file (.txt) – remembering where you saved it! Click Send to (file); name your file (.txt) – remembering where you saved it! Return to EndNote- Open your library Return to EndNote- Open your library Select Import from the File menu. Select Import from the File menu. Choose file and import option (filter) – to get list, choose Other Filters Choose file and import option (filter) – to get list, choose Other Filters Select the PubMed filter Select the PubMed filter Click the Import button Click the Import button

PubMed search – select articles

Change format to MEDLINE

Send to File

Save and Name the file

Save and name

Go to EndNote Open library Select File --Import

Locate saved file

Select correct filter

Locate PubMed filter

Hit “Import” button

Imported references

Rules for direct entry of references o Enter one author/editor name per line o Format author names: Last name, first name Last name, first name Last name, initials (use a space or periods) Last name, initials (use a space or periods) o Enter all author names – no et al. o Use a comma after corporate names: Ex.: U.S. Department of Agriculture, Ex.: U.S. Department of Agriculture, o Journal names – controlled by the style-most leave format as entered. o Downloading Terms lists provides alternative journal title formats

Citing Electronic Sources Use the Electronic Article, Electronic Book, or Web page reference type for citing material from a Web page BUT Use the Electronic Article, Electronic Book, or Web page reference type for citing material from a Web page BUT For a journal article that appears both online and in print, use the regular Journal Article reference type For a journal article that appears both online and in print, use the regular Journal Article reference type discussions should be cited as Personal Communications discussions should be cited as Personal Communications

Direct Export to EndNote from e-journals HighWire journals HighWire journals “Download to Citation Manager” – FULL TEXT Wiley journals Wiley journals “Download Citation” – ABSTRACT- author format needs correcting Nature journals Nature journals “Export Citation” – FULL TEXT ScienceDirect journals ScienceDirect journals “Export Citation” – FULL TEXT + LINKS

HighWire journals, like PNAS Go to FULL TEXT

ScienceDirect- - Direct Export

Export includes URL

Direct Export - Web of Science

Select records; Hit “Export”

URL link to ISI record

To Link to PDFs  Save the PDF to your hard drive  Open EndNote library and select the reference to link to the PDF  From the References Menu, select: PDF -- “Link to PDF” PDF -- “Link to PDF”  Browse to the PDF and select it  Or drag and drop  The PDF icon will appear in the “ Link to PDF” field and column “ Link to PDF” field and column

To open a linked PDF file Select or open a reference in the Library window Select or open a reference in the Library window Choose PDF-Open PDF from the References menu Choose PDF-Open PDF from the References menu The PDF file should open in Acrobat Reader The PDF file should open in Acrobat Reader NOTE: You can delete the orginal PDF file (as long as default checkmark remains to copy the original PDF file and place it in the DATA\PDF folder)

Link to PDF management EndNote places the PDF copy in the DATA folder for that library EndNote will always be able to access the file, even when you share your library with a colleague (always include the complete DATA folder along with the.ENL file) – Use File- Send to– Compressed Library