1. EndNote Basics Francesca Frati, MLIS, Jacynthe Touchette, MSI
Julia Kleinberg, MLIS
Kendra Johnston, MISt
JGH Health Sciences Library
Based on 2015 EndNote X6 Basics Presentation by Francesca Frati, MLIS, Jacynthe Touchette, MSI, Julia Kleinberg, MLIS
Updated October 2017

2. At the end of this course you will:
Be able to create an EndNote library
Be able to enter, import and manage records
Be able to search your library & generate a list of references

3. Agenda What is EndNote? Create a new library Create a record manually
Import citations
Cinahl
Medline- Ovid/Pubmed
Google Scholar
Access full text from each record
Open URL
Attach file
Choose your output style
Create groups
Search your citations
Delete duplicates
Export your list of references
What is CWYW?

4. What is EndNote?
EndNote is one example of bibliographic or citation management software
Create a searchable customized database or “library”
Keep track of the articles you are reading
Keep track of other formats i.e. books, figures/tables, dissertations, letters etc.
Import citations directly from databases or e-journals
Connect full text to your records
Cite While You Write (CWYW) feature

5. Create a new library Open EndNote File > New
Important: you have now created 2 files in your folder (Data & enl) - these must always stay together

6. Create a record manually
Reference > New reference or use icon
New window pops open
Default reference type = journal
Fill in fields. Minimum needed: author, year, title, journal, volume, issue, pages
Can access full text from record (see slides no.17 & 18)

7. Importing citations
Creating a record manually is only rarely necessary.
You can import citations directly from most databases and most electronic journals.
Even if you only have a printed article, you can search for the article online and import the reference.
The following examples show 3 ways you can do this.
Most databases and journals will work in one of these ways.

8. Browser Tips
For the most seamless exporting, we recommend Mozilla Firefox
In Google Chrome, the Export Helper will NOT automatically open.
Save the citations in “ris” format, then right click.
Select the “Open with” option.
Choose Endnote OR the Export Helper from the list of programs.

9. Import citations: Cinahl
Open EndNote Library
Run search > Add selected articles to folder
Open folder (bar on the top)
Select articles > click export
Open with export helper

10. Import citations: Medline-Ovid
Open EndNote Library
Run search > Select articles
Click Export > choose desired options
Open with export helper

11. Import Citations: Pubmed Medline Option 1
Run search
Select articles
Click “send to” > Citation Manager > Create File

12. Import Citations: Pubmed Medline Option 2 Step 1
Step 1 PubMed
Run search
Select articles
Click “send to” > file
Format = Medline
Create file and save in desired location

13. Import Citations: Pubmed Medline Option 2 Step 2
Step 2 EndNote
Open EndNote Library
File > Import > File
Choose file you just saved
Import option: Pubmed (NLM)
Option 2 is useful when your selected articles exceeds the number allowed

14. Step 2 EndNote
5. If Pubmed (NLM) is not immediately visible as an import option:
go to other filters > find Pubmed (NLM) > Choose

15. Import citations: Google Scholar Part 1
On homepage, set your settings to show links to import citations into EndNote
Return to search

16. Import citations: Google Scholar Part 2
Open EndNote Library
Click on Import into EndNote
Open with EndNote X7 (default)
Must do one article at a time

17. Access full text: Enable OpenURL
OpenURL allows you to access the full text of an online article directly from your EndNote record
Enable it by going to Edit > Preferences > Find Full Text and typing the following path: s/link
Use Open URL directly from a record in EndNote by scrolling down to the URL field
Right click > URL > OpenURL Link

18. Access full text: attach a file
You can also attach a PDF of the article to the record
Open a record
Scroll down to the File Attachments field
Right click > File Attachments > Attach File… (you need to have already saved this PDF)

19. Choose your output style
Click on the arrow to select another output style
Which one you choose depends on which journal you are submitting to (see the journal’s guidelines for authors)

20. Create a group Use groups to create subsets for your library
Groups > Create group
Smart Groups update automatically by adding new records that fit similar criteria without you having to add references manually

21. Search your citations
Type your keyword
Press “search”

22. Remove duplicates References > find duplicates
To set your duplicates preferences:
Edit > Preferences > Duplicates
NB the more fields you include in the matching criteria, the less likely the program will actually find duplicates- it is best to use title only

23. Export your list of references 1/2
Select references
File > Export or click on icon
Select file name and output style
Save as txt. file

24. Export your list of references 2/2
Select references
File > Export or click on icon
Select file name and output style
Save as .rtf file to open it in a word processor software

25. What is CWYW? CWYW stands for Cite While You Write
Use this feature to insert citations as you write your paper and to generate a bibliography when you are done.
You must have Word installed on your desktop for this feature to work- CITRIX interferes with EndNote’s ability to communicate with Word.
CSIT can install Word on your desktop for approx. $70.
One-on-one tutorials are available.

26. Remember!
A JGH Librarian is available to provide one-on-one instruction
Kendra Johnston, local 22453,
Julia Kleinberg, local
Tutorials are available 24/7
JGH.ca/HSL > Subject Guides > Managing your references
EndNote product training:

27. THANK YOU!