EndNote basics. Francesca Frati, MLIS Jacynthe Touchette, MSI JGH Health Sciences Library

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1 EndNote basics Francesca Frati, MLIS Jacynthe Touchette, MSI JGH Health Sciences Library

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 1. What is EndNote? 2. Create a new library 3. Create a record manually 4. Import citations Cinahl Medline- Ovid/Pubmed Google Scholar 5. Access full text from each record Open URL Attach file 6. Choose your output style 7. Create groups 8. Search your citations 9. Delete duplicates 10. Export your list of references 11. 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 1. Open EndNote 2. File > New Important: you have now created 2 files in your folder (Data & enl) - these must always stay together Create a new library

6 Create a record manually 1. Reference > New reference 2. New window pops open 3. Default reference type = journal 4. Fill in fields. Minimum needed: author, year, title, journal, volume, issue, pages 5. Can access full text from record (see slides no.14 & 15

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 Import citations: Cinahl 1. Open EndNote Library 2. Run search > Add selected articles to folder 3. Open folder (top right corner) 4. Select articles > click export 5. Open with export helper

9 Import citations: Medline-Ovid 1. Open EndNote Library 2. Run search > Select articles 3. Click Export > choose desired options 4. Open with export helper

10 Import Citations: Pubmed Medline Option 1 1. Run search 2. Select articles 3. Click send to > Citation Manager > Create File

11 Import Citations: Pubmed Medline Option 2 Step 1 Step 1 PubMed 1. Run search 2. Select articles 3. Click send to > file 4. Format = Medline 5. Create file and save in desired location

12 Import Citations: Pubmed Medline Option 2 Step 2 Step 2 EndNote 1. Open EndNote Library 2. File > Import > File 3. Choose file you just saved 4. Import option: Pubmed (NLM) Option 2 is useful when your selected articles exceeds the number allowed

13 Import citations: Google Scholar Part 1 1. On homepage, set your settings to show links to import citations into EndNote 2. Return to search

14 Import citations: Google Scholar Part 2 1. Open EndNote Library 2. Click on Import into EndNote 3. Open with EndNote X4 (default) 4. Must do one article at a time

15 Access full text: Enable OpenURL 1. OpenURL allows you to access the full text of an online article directly from your EndNote record 2. Enable it by going to Edit > Preferences > Find Full Text and typing the following path: s/link 3. Use Open URL directly from a record in EndNote by scrolling down to the URL field Right click > URL > OpenURL Link

16 Access full text: attach a file You can also attach a PDF of the article to the record 1. Open a record 2. Scroll down to the File Attachments field 3. Right click > File Attachments > Attach File (you need to have already saved this PDF)

17 Choose your output style 1. 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)

18 1. Use groups to create subsets for your library 2. Groups > Create group Create a group 3. Smart Groups update automatically by adding new records that fit similar criteria without you having to add references manually

19 Search your citations Type your keyword Press enter

20 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

21 Export your list of references 1/2 1. Select references 2. File > Export 3. Select file name and output style 4. Save as txt. file

22 Export your list of references 2/2 1. Select references 2. File > Export 3. Select file name and output style 4. Save as.rtf file to open it in a word processor software

23 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.

24 Remember! A JGH Librarian is available to provide one-on-one instruction Francesca Frati, local 2438, Jacynthe Touchette, local 2453 Tutorials are available 24/7 JGH.ca/HSL > Subject Guides > Citation Management Tools EndNote product training:

25 THANK YOU!

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