ENDNOTE Software – The Basics July 18, 2013 Robin Taylor Project Coordinator, Pharmacology and Experimental Neuroscience Managing Editor, Journal of Neuroimmune Pharmacology

Training Objectives Set up a reference library using EndNote X5 Insert citations into a Word document Format bibliography Export a traveling library Set up a reference library using EndNote X5 Format Tool Bar – (review tool bar) Auto discard duplicate Search PubMed for citations Narrow search What does a citation provide Find Full text articles and attached to the EndNote library Manually enter citation Insert citations into a Word document Demonstrate two ways: one from Word and one from EndNote Selecting multiple references to insert Using CWYW feature Understand Delimiters Format bibliography – there are more than 5000 styles Change style Download new style and add to library folder Export a traveling library

Build a reference library using EndNote X5 Open EndNote File New Select “Save as Package” Name your library and save to a location you remember. “Save as Package” is a new feature beginning with EndNote X5. Prior to this the library was built as to separate components, the library and its corresponding data folder.

Library layout Tool Bar Mode: your library, online, and integrated Style Drop down menu Articles showing in the library. If you can find one that you are certain is there, check the “showing” section. Search Fields Where are you searching

Searching Remote Library Online search database selected. Search fields. You can add more fields to help narrow the results to a manageable number. Search results

Manually add a citation PubMed Database does not include all written work (i.e. books, book chapters, abstracts. These can be added manually. Select References from Tool bar New Reference

Manually add a citation - continued Blank reference form appears. Default type is “Journal Article.” Use the drop down menu to select other type of reference to insert. The fields will change according to the type of article. Complete the required information; close window. It will ask you to save. 1. 2 1. Blank reference form appears. Default type is “Journal Article.” Use the drop down menu to select other type of reference to insert. The fields will change according to the type of article. Complete the required information; when you close window you will be asked to save 2

Macintosh-Microsoft Office 2011 Users How to use End Note with Microsoft Office Macintosh-Microsoft Office 2011 Users Open the EndNote library Open the Word document a. Place your cursor where you want to insert a citation On the tool bar, under “Tools,” select EndNote, “Go to EndNote” Select citation(s) – see note on selecting more than one citation. Return to Word On the tool bar, under “Tools,” select EndNote, Go to “Insert selected citation(s) Note: Select more than one citation at a time - To select consecutive citation in EndNote, hold the shift key down - To select non-consecutive citations in EndNote, hold the command key down. Mac and Windows are a bit different. The next slides cover both platforms

Windows Microsoft Office 2010 users How to use End Note with Microsoft Office Windows Microsoft Office 2010 users Open the EndNote library Open the Word document a. Place your cursor where you want to insert a citation On the tool bar, select the EndNote X5 tab. - If citation is already selected, use the “Insert Citation” drop down menu and select “Insert selected citation” or “Find Citation” Select citation(s) – see note on selecting more than one citation. Note: Select more than one citation at a time - To select consecutive citation in EndNote, hold the shift key down - To select non-consecutive citations in EndNote, hold the control key down.

Macintosh-Microsoft Office 2011 documents Formatting Bibliography Macintosh-Microsoft Office 2011 documents If CWYW (cite while you write) is turned on, the document is formatted when new citations are inserted. If CWYW is turned off, the document will show the “in- text field codes” and the bibliography is not formatted.

Macintosh-Microsoft Office 2011 Formatting Bibliography To format the bibliography if CWYW is turned off: On the Tools menu, select, EndNote, “Bibliography Settings” Select Output Style. Verify the temporary delimiters used for the in text citations. 1. 2. 3.

Macintosh-Microsoft Office 2011 Formatting Bibliography Additional tabs: Layout Font, and size, spacing, title (defaults to center so I don’t use this) Indents, Line spacing, etc.

Macintosh-Microsoft Office 2011 Formatting Bibliography Instant Formatting --- this is a personal preference.

Windows-Microsoft Office 2011 Formatting Bibliography If Instant formatting (cite while you write - CWYW) is turned on, the document is formatted when new citations are inserted. If CWYW is turned off, the document will show the “in text field codes” and the bibliography is not formatted.

Windows-Microsoft Word 2011 Formatting Bibliography To format the bibliography if CWYW is turned off: 1. Select the “EndNote tab” on the tool Word toolbar Select “Style” Select “Update Citations and Bibliography.” 1. 2. 3.

Adding new style to library If a specific style is not available in the current style library, Search for it in EndNote’s on-line output styles http://www.endnote.com/support/enstyles.asp Down load style to your desktop Drop the style in Applications, EndNote X5 style folder.

Export Traveling Library Formatted document and no library What to do if you have your formatted document but forgot your library, or It is someone else’s document and you don’t have their EndNote library Export Traveling Library Macintosh users: Within the word document (not the bibliography section), from the Tools menu, select “Export Traveling Library.” Window users: On the EndNote X5 tab, select “Export to EndNote” drop down menu “Export Traveling Library.”

References: EndNote’s on-line output styles http://www.endnote.com/support/enstyles.asp EndNote Training: http://endnote.com/training UNMC Research Users Group: http://www.unmc.edu/vcr/rug.htm Endnote has some very good brief (less than 10 minutes) training videos. Many RUG sessions are recorded and put on the RUG site along with the powerpoint.