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

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

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?

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

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

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)

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.

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.

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

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

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

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

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

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

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

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

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: http://mcgill.on.worldcat.org/atoztitle s/link Use Open URL directly from a record in EndNote by scrolling down to the URL field Right click > URL > OpenURL Link

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)

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)

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

Search your citations Type your keyword Press “search”

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

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

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

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.

Remember! A JGH Librarian is available to provide one-on-one instruction Kendra Johnston, local 22453, Kendra.Johnston.ccomtl@ssss.gouv.qc.ca Julia Kleinberg, local 22391 jkleinberg@jgh.mcgill.ca Tutorials are available 24/7 JGH.ca/HSL > Subject Guides > Managing your references EndNote product training: www.endnote.com/support/ensupport.asp

THANK YOU!