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1 EndNote X7 Technical Support Training Videos Download Output Styles Contents Create an EndNote Library Edit Preferences Standardize Journal title names in every Library To freeze updating of future journal name changes in the Journal Terms List EndNote Library Modes to work inside or outside the Library Exporting (i.e. Direct Export) from database to Library Browser and/or computer settings to enhance success of direct export Traveling Library Export from Word document to Library Export PubMed records to Library Importing to Library: from PDF from PubMed from Ovid MEDLINE from EndNote Library Adding references manually to Library Editing EndNote references (repairing improper data or adding data to a Library reference) Attaching Full Text PDFs to an EndNote reference manually Find Full Text attaching links or PDF to EndNote reference using Greenblatt Library link resolver Organize References into Groups to quickly locate a tagged subset of records in a Library Output Styles format citations in a Word document to a specified style Cite While You Write inserting citations in a Word document Edit and Manage References in the Word document to change formatting EndNote Manuscript Templates to quickly setup Word in a specific Output Style PDF Handling setup Preferences to hold PDFs in a specific folder Back Up Libraries EndNote Online - server-based EndNote from Web of Science Miscellaneous facts about Libraries Sharing an EndNote Library through EndNote Online PAGE 1 OF 18

2 Create an EndNote X7 Library Open the EndNote program. In EndNote: File > New When New Reference Library Window opens, create an EndNote Library at File Name. Name the EndNote Library, select the Save In location, click Save. The file type is EndNote Library (*.enl). What is the EndNote Library? An EndNote Library is a file with the extension ENL with a corresponding DATA folder created automatically with the ENL file. The ENL file and the DATA folder may be stored like any other file, including copying a backup. The DATA file hold PDF, sound files, and video files attached to references in the Library. The Library collects and holds references transferred online from files or databases, or created manually. EndNote Library panels The EndNote Library window contains four panels that can be configured using the Layout link in the lower righthand corner of the window (Groups Left / Reference Panel Right is displayed below). Choosing Layout of Reference Panel Right Split or Reference Panel Bottom - Split will display the PDF tab in a separate panel. Groups tag references for retrieval by groups Search to search for references in a Library Reference List customize display Tabs edit references, view formatted references, view PDFs, and attach PDFs Edit > Preferences to customize EndNote Display Fields and Display Fonts other features may also be configured. The Search Panel link in the upper right-hand corner can be toggled to either Show or Hide that specific panel as needed; toggling to Hide the rarely-used Search Panel is a good way to manage screen space. PAGE 2 OF 18

3 Standardize journal title names in every Library An EndNote Output Style refers to how a reference is formatted in a References section of a journal article or a bibliography. There are hundreds of Output Styles examples are APA 6 th, New England Journal of Medicine, JAMA, Stroke, etc.) APA 6 th van Werkhoven, J. M., Schuijf, J. D., Gaemperli, O., Jukema, J. W., Boersma, E., Wijns, W.,... Bax, J. J. (2009). Prognostic value of multislice computed tomography and gated single-photon emission computed tomography in patients with suspected coronary artery disease. Journal of the American College of Cardiology, 53(7), doi: /j.jacc Stroke 1. van Werkhoven JM, Schuijf JD, Gaemperli O, Jukema JW, Boersma E, Wijns W, et al. Prognostic value of multislice computed tomography and gated single-photon emission computed tomography in patients with suspected coronary artery disease. J. Am. Coll. Cardiol. 2009;53: Journal names in some Output Styles may be full (APA 6th): Journal of the American College of Cardiology Journal names in some Output Styles may be abbreviated (Stroke): J. Am. Coll. Cardiol. Problem: databases send full and abbreviated journal names inconsistently to the EndNote record, creating an unstable Journal Term List for the EndNote Library. This means abbreviated journal names appear in the Full Journal column of the Journal Term List, and full journal names appear incorrectly in the Abbreviated Journal column of the Journal Term List. The formatting of full and abbreviated journal names in Word documents are inconsistent when the source of the journal names are databases. Solution: override the database-provided journal names by importing the Medical Journal Terms List into the EndNote Library, and then freezing the updating of the Journal Term List for the EndNote Library. It is a best practice to import the Medical Journal Terms List into the empty EndNote Library before populating the library with references. Importing the Medical Journal Terms List into an EndNote Library will provide the proper journal names to over 13K journal titles; the Medical List is based on the National Library of Medicine s official names and abbreviations of journals. To view an EndNote Library s Journal Terms List Tools > Term Lists > Journal Terms List Each EndNote Library has its own Journal Terms List If an EndNote Library contains references and the Medical Journal Terms List has not been imported into the EndNote Library, delete the Library s existing Journal Terms List: Tools > Open Term Lists > Journals Term List Select all titles, click Delete Term; close List. When creating NEW Libraries or when a Library has an empty Journals Term List, import the Medical Journals Term List: PAGE 3 OF 18

4 Tools > Define Term Lists highlight Journals and click Import List C:\ProgramFiles\EndNoteX7\TermLists highlight Medical.txt and click Open. Click OK; click Close in the Term Lists window. To FREEZE updating of future journal name changes in the Journal Terms List for the EndNote Library: Edit > Preferences > Term Lists uncheck Update lists when importing or pasting references uncheck Update lists during data entry Click OK EndNote Library Modes to work inside or outside the Library Three icons designating a specific mode appear in the upper left-hand corner of EndNote: Book icon Local Library Mode - preferred default depress icon to engage Globe icon Online Search Mode (Temporary Library) use sparingly Globe + Books icon Integrated Library and Online Search Mode - avoid Why Local Library Mode is preferred: EndNote encourages Online Search Mode to transfer database records to an EndNote Library, essentially searching the database from the Search Panel in EndNote. Searching from the Search Panel is discouraged because it only works with free databases (i.e. PubMed). Other useful Greenblatt Library databases are subscription-based and the Online Search Mode and the Intregrated Library and Online Search Mode do not work. Solution: do all searching of databases outside of the EndNote program. Exporting (i.e. Direct Export) from database to Library Exporting is the preferred choice to transfer records from a database to an EndNote Library. While exporting records is normally a reliable method that is fairly easy to do, some users may not be able to export records in all instances because of operating systems, choice of browser, personal computer settings, or database limitations. Open an EndNote Library to receive the records. Search the database and mark records to be transferred to the EndNote Library. Follow the steps to export the record to EndNote. Commonly used biomedical databases that Export records to EndNote PubMed: Send To > Choose Destination: Citation manager, click Create File CINAHL Plus: Open Folder View > Direct Export in RIS Format Ovid MEDLINE: Export link > Export to EndNote > Complete Reference > click Export Citations Web of Science: send references to the Marked List > Step 2. Output Records (also select Abstract content), Step 3. Send to EndNote desktop SciFinder: Click Export at top menu bar. In Export window, move radio buttons as needed, Export: Selected; For: Citation Manager Citation export format (*.ris); click Export button. PAGE 4 OF 18

5 Export (the transfer of records from a database to the EndNote Library) is successful when marked records are spontaneously added and displayed in the Reference List panel of the EndNote Library. Browser and/or computer settings to enhance success of direct export Associate a file type (NBIB formatted file [PubMed], OVID Direct, RIS) to open (export) database records with a specific program (ResearchSoft Direct Export Helper OR EndNote X7) Firefox browser: Tools > Options. At Options, go to Applications. At Applications, choose ResearchSoft Direct Export Helper or EndNote X7 to open NBIB formatted file (PubMed) or OVID Direct. WINDOWS 7 Start > Control Panel > Default Programs Click Associate a file type or protocol with a program Select.nbib Use recommended ResearchSoft Direct Export Helper Note: in the example below all are directed to open the output files from those databases with the ResearchSoft Direct Export Helper. EndNote X7 can also be used to open these types of files..ciw (Web of Science).nbib (PubMed).ovd (OVID Direct).ris (RIS Formatted File) are Traveling Library export from Word document to Library When EndNote references are inserted into Word documents, such a Word document is embedded with the core EndNote reference information and Word document is termed as containing and EndNote Traveling Library. When this Word document is shared with research colleagues also using similar versions of EndNote, the embedded EndNote records (the Traveling Library) in the Word document can be exported to a colleague s EndNote Library. PAGE 5 OF 18

6 Open the Word document. In the Word ribbon on top of the document, click the EndNote X7 tab. At the pull-down menu at Export to EndNote, select Export Traveling Library. When the Export Traveling Library window opens, use the pull-down menu or Browse options to locate the EndNote Library to receive the references. Click OK. Export PubMed records to Library 1. Open the EndNote Library to receive PubMed records. 2. Open PubMed from the Greenblatt Library home page. 3. Search PubMed. At search results pages, check the records to be exported from PubMed to the Library (see image at right). 4. At top of search result page, click Send to pulldown menu. Select Citation manager, and click Create File. 5. Records should transfer and display in the open EndNote Library. Each browser may handle the export in a different manner. PAGE 6 OF 18

7 Importing to Library EndNote permits the importing of properly formatted files or even folders of files into a Library. Import from PDF In some instances, EndNote can scrape information from a PDF - creating an EndNote reference and attaching the PDF to the EndNote reference (storing the PDF in the Library s DATA folder). Some of references imported this way are equivalent to information from a database record, and some of the information is much less than the database record. Sometimes no information can be scraped from the PDF into an EndNote reference, often from books or white papers, and should be entered into EndNote manually. The process for PDF import: Open an EndNote Library File > Import > File OR File > Import > Folder (of PDFs) At Import File window: Import File: (Choose PDF) Import Option: PDF Click Import. When to Import from database When Export does not transfer database records directly to an EndNote Library, or when not at a workstation with the EndNote program, save database search results in a properly formatted file and Import the records into an EndNote Library. PAGE 7 OF 18

8 Import process Search the database. Save the records in a formatted file. Import the file to an open EndNote Library: File > Import In the Import File window, at Import File field click Choose to locate the saved file. At Import Option, choose the database or format that matches to the saved file best. If also asked to select an Import Filter to open the saved file, choose the name of the database and name of the vendor providing the database [ex: Cochrane Library, MEDLINE (OvidSP), WorldCat (OCLC)] Click Import. OR, more quickly, right-click on formatted file and left-click Open with the EndNote program to import. Import from PubMed Mark records from search results. At the Display Settings pull-down window, change Format from Summary to MEDLINE; click Apply. Use browser s Save As command to: Name the file Select File Type as Text File or Plain Text. Remember the saved location of the file. Open the EndNote Library. Begin the Import Process (File > Import), locate the saved file and place it in Import File field. At Import Option, choose PubMed (NLM). If PubMed (NLM) is not visible as an option, click Other Filters link to select PubMed (NLM). Click Import. PAGE 8 OF 18

9 Import from Ovid MEDLINE Mark records from search results. Click Export link at Results page. Export To Reprint/Medlars Select Fields to Display Complete Reference Click Export Citation(s). Plain text file ( Medlars ) is created in default download folder. Plain Text options OR, more quickly, go to the default download folder: Right click on Medlars > Open With > (left click) EndNote X7 Import from an EndNote Library Import an EndNote Library from a research colleague. Open an EndNote Library to receive the colleague s EndNote Library. File > Import Import File field: Choose the EndNote Library (.enl) file to be received. Import Filter field: select EndNote Library Click Import Adding references manually to Library Some records or sources for a document are not present in a database and EndNote references have to be created manually: Open the EndNote Library. References > New Reference At the New Reference window, select a Reference Type from the pull-down menu (Journal Article is the default); other common Reference Types are web page and edited book. Enter information into the fields of the record. Each author gets a separate line; place a comma after any group author. Close the New Reference window to save the record to the Library. Editing EndNote references (repairing improper data or adding data to a Library reference) Because data elements are not always uniform in databases, or as database records are modified over time such as those in PubMed that undergo processing and final indexing, EndNote references should be inspected for quality so the reference inserted into a Word document is formatted properly by EndNote. Below is a group author with a comma that needs moving: PAGE 9 OF 18

10 Other parts of EndNote references that often require editing: - Title in Headline Format should be edited to sentence format - Author names should follow Last, First format - DOI information should only contain the number - Author names with suffixes require a second comma Attaching PDFs to an EndNote reference PDFs can be inserted into the File Attachments field of an EndNote reference manually or by applying the Find Full Text feature in EndNote. File Attachments enhancement EndNote documentation indicates up to forty-five (45) files may be attached to a single EndNote reference. Sound files and video files may also be added to the File Attachment field. Manual method: Cut/Paste or Drag/Drop the PDF into the File Attachments field of the EndNote reference. Find Full Text: set-up Preferences to use the Library s link resolver to attach PDFs to the EndNote reference. NOT ALL PUBLISHERS ALLOW ENDNOTE TO MINE PDF FULL-TEXT DOCUMENTS; NOT ALL LIBRARY- OWNED FULL- TEXT CONTENT CAN BE LOCATED USING THE FIND FULL TEXT METHOD IN ENDNOTE. Edit > Preferences > Find Full Text Insert the Open URL Path At the Authenticate with field, insert the URL Click Apply. Click OK. PAGE 10 OF 18

11 Find Full Text EndNote has a Find Full Text feature that attempts to mine the Greenblatt Library ejournal collection, to attach the matching full-text document to the EndNote reference. Highlight the references in the Reference List panel; CTRL + A. At the Tool Bar, click Find Full Text icon (GLOBE + RED ARROW + DOCUMENT icon) If appropriate, logon to Off-Campus Access to Greenblatt Library. PAGE 11 OF 18

12 Monitor process of full-text mining at the Groups Panel (Paper Clip icon in Library panel indicates a found PDF) Organize References into Groups to quickly locate a tagged subset of records in a Library Tag References by Groups to quickly locate relevant References without using the Search Panel. In the image above, under My Groups, three Custom Groups were created: Diet-LowCarb, Diet-Medit, and Exercise with the corresponding number of records appearing in each group in parentheses. Smart Groups can be created to tag new References based on specific criteria; Combination Groups can combine existing Custom or Smart Groups with Boolean operators (AND, OR). Custom Group [right-click] My Group > Create Group, name group Highlight references in Reference Panel, drag/drop OR right-click to Add to [group name] Smart Group [right-click] My Group > Create Smart Group Complete search statement, click Create PAGE 12 OF 18

13 Combination Group [right-click] My Group > Create From Groups Complete Create From Groups search box to combine existing My Groups. Output Styles format citations in a Word document to a specified style EndNote contains hundreds of output styles to take the data from an EndNote reference and insert that data in a Word document in the specified style: examples would be JAMA, New England Journal of Medicine, APA 6 th, Vancouver, etc. Create a custom menu of desired Output Styles in EndNote; EndNote loads several default styles. To select or deselect an Output Style from the menu in EndNote: Edit > Output Styles > Open Style Manager Check or un-check Output Styles [image at left] to appear in EndNote menu bar [image at right]. Cite While You Write inserting citations in a Word document Installing EndNote X7 enables EndNote s Cite While You Write in Microsoft Word (2007, 2010, 2013); an EndNote X7 tab appears in the MS Word ribbon. Cite While You Write inserts and embeds the EndNote reference in the Word document and outputs the reference in the Output Style selected. PAGE 13 OF 18

14 Edit and Manage References in the Word document to change formatting Because EndNote X7 embeds coded information into a Word document, do not attempt to use the keyboard to overwrite or delete embedded content. In Word, at the EndNote X7 tab, always use Edit & Manage Citation(s) to modify or remove references inserted in the document. The Edit & Manage Citations window permits: the removal of the reference from the document; when multiple references share the same insertion point, allow a reordering of the references when the Output Style allows; editing the display of in-text elements at the insertion point, such as year of publication or author name(s), when the Output Style allows. The Edit & Manage Citations windows has two panes: the upper panel removes or reorders References, the lower panel modifies the in-text appearance of References. PAGE 14 OF 18

15 Click the Edit and Manage Citation(s) link in Word s EndNote X7 tab ribbon to open the edit window: The lower pane pull-down menu allows the exclusion of elements of the in-text citation such as author or year: PAGE 15 OF 18

16 EndNote Manuscript Templates to quickly setup Word in a specific Output Style To save time in the formatting of the Word document, EndNote contains several Word Manuscript Templates. The Templates are found at the Tools menu and at the EndNote Support web site. When opening the templates, enable the set-up wizard to add title, author, etc. information easily. For example, a formatted APA 6 th Word template with author, title, running head, headings, etc. can be set up in less than ten minutes. PDF Handling setup Preferences to hold PDFs in a specific folder In EndNote Preferences, (Edit > Preferences > PDF Handling) a specific folder can be designated to hold new PDF s. When new PDF s are added to the designated folder, an open EndNote Library can have references imported automatically from information scraped from the new PDF s; the PDF s could then be attached to the corresponding EndNote reference by cut/paste or drag/drop. The Search Panel can not only search any part of the EndNote reference, but it can search any text in a PDF File Attached to the EndNote Reference. When the PDF tab in the Tabs Panel for a reference is selected, a toolbar in the Tabs Panel allows the saving, printing, and ing of the PDF, as well as a highlighting tool and a sticky note tool to annotate the PDF document. A search box is also present to search the PDF toolbar. Back Up Libraries keep several copies of critical EndNote Libraries and Word documents do not actively use or store an EndNote library in a cloud environment or in a distant server to avoid corruption of the Library; an active working EndNote program should only be accessed from a computer s hard drive. (EndNote documentation is contradictory on this point.) back up EndNote Libraries to an external hard drive or thumb drive. PAGE 16 OF 18

17 File > Save A Copy to create a backup of the ENL and DATA files To send a library as an attachment File > Compressed Library > Create will compress the ENL and DATA files to single file, in an ENLX format: o keep ENLX file size down by not including File Attachments when compressing (4GB limit) o those receiving ENLX click to open the Library into the ENL and DATA portions EndNote Online - server-based EndNote from Web of Science EndNote X7 is workstation-based; for a more portable server-based version of EndNote, go to Web of Science and download EndNote [Online]. At the Web of Science database, click EndNote and register with gru.edu address. It provides an option for saving Web of Science content into EndNote Online. Miscellaneous facts about Libraries There is no limit to the size of a Library; there are limits to the size of a Library that needs to be compressed to attach to an or store. Each Reference in a Library is unique to that Library and is numbered sequentially as they are brought into a Library. Libraries can be moved, but always move the ENL file and corresponding DATA folder together. Libraries can be renamed, but remember to rename the DATA folder as well. Libraries can be deleted, but remember to delete both the ENL file and the DATA folder. Only one person can work in a Library at a time. More than one Library can be open at the same time. Libraries can be imported (as described earlier in this document), but copy/paste and drag/drop work well. MS PowerPoint contains an EndNote X7 tab that allows the insertion of the reference onto a PPT slide. See Edit > Preferences > Folder Locations to view the location of (Output) Styles, Filters, and Connection Files. As some of these files are updated, go to the EndNote Support site to download the updated file and replace the outdated file in the appropriate folder. In the References Tab, click on column headers to toggle the sorting of references. For example, clicking on Author column will toggle A-Z or Z-A by first author s last name; clicking on Title will toggle the alphabetical order of the title information. References > Find Duplicates to locate potentially duplicate records in an EndNote Library; however, deleting any EndNote references used previously in Word documents will break the link between the Library and that reference in the document. PAGE 17 OF 18

18 Sharing an EndNote Library through EndNote Online With version X7.2, a user may share direct access to their EndNote library with up to fourteen other EndNote X7.2 users, regardless of operating system (Windows or Mac). All users must have EndNote X7.2 and all users must have EndNote Online accounts. Library owner invites others by to access the Library View video at Access can be revoked at any time by Library owner PAGE 18 OF 18

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