EndNote: Managing References for Systematic Reviews Presentation last updated January 2019 We’re going to go over how to use EndNote in general and for systematic reviews. When you leave, you’ll have practiced with EndNote and know how to go about removing duplicate records.

The Systematic Review Team Eileen Harrington Health & Life Sciences Librarian eharring@umd.edu Priddy Library Shady Grove Sarah Over Engineering Librarian sover@umd.edu STEM Library College Park Stephanie Ritchie Agriculture & Natural Resources Librarian sritchie@umd.edu STEM Library College Park Nedelina Tchangalova Public Health Librarian nedelina@umd.edu STEM Library College Park Today two of us are here to discuss EndNote: Sarah & Nedelina Eileen & Stephanie are also part of our team

Today’s Presentation: Reference management EndNote options Getting started Account Creation Web Desktop Cite While You Write (CWYW) Organizing your references Deduplication Today we’ll cover: Why a reference manager is an essential tool for a systematic review Options for using EndNote How to get started with the different aspects of EndNote Finally, how to deduplicate records Before we get started – how many of you have: Used a reference manager before? Used EndNote before? Online? Desktop? Have an EndNote account?

Role of Reference Managers in Systematic Reviews SAVE TIME! Direct import from databases Organization capabilities Deduplication Collaborate and share with your colleagues There are a few options out there for reference formatting & these are the main benefits – today we will be discussing the features of EN Direct import from many databases of hundreds of references at once Organize with the use of groups, group sets, and libraries Built-in deduplication with EndNote (and others) Different collaboration capabilities

EndNote Choices: Online (Basic) Desktop (Full) Both: Free Organization: One library Groups Collaboration: Shared groups Less customization 2 GB storage PDFs attached only $$$ Organization: Numerous libraries Group sets & groups Collaboration: Shared library and groups Lots of customization Your computer’s storage PDF search and notes Drag & Drop PDF reference import Integration of Web of Science Word Plug-in (CWYW) Web Capture tool Here’s a comparison between the online version and the desktop version: Cost for full version about $100 to $250 currently for downloaded versions (depending on whether you have a license already) Organization much better for full version – infinite options! More collaboration, customization, storage and PDF capabilities… Both have WoS integration, CWYW, and a web capture tool All in all, the basic online version has less features compared to the full version, but not everyone will need the full version. For a systematic review, I would highly recommend the full version for its organization capability and ease in removing duplicates (especially if you plan to have an academic career). (Current version is EndNote X9)

Getting Started: EndNote Account On-Campus: Off-Campus: LibGuide on EndNote: http://lib.guides.umd.edu/citationtools/endnote Make sure you follow the directions for on/off campus since UMD has a subscription: click on each picture for the correct link to start (for off campus, follow the instructions in the LibGuide).

Getting Started: EndNote Online Demo basic menus/features including: import/export and organization Terms of note: Field: one piece of information in a reference Group: primary organization for references Filed/Un-filed: EndNote sorts references you have sorted/organized or not Collect: where you go to add references

Getting Started: Hands On with EndNote Create a group: Organize (manage my groups)  New group Importing: Collect (online search)  Pick a database  perform a search  import references into a new group Exporting: Format  Export references  Select a group (or whole library)  Pick a style (such as BibTeX) Let’s pause and let you get registered (or find your password) for an EndNote account (included as part of UMD affiliation). If you are having problems, we’ll help you or direct you to EndNote’s technical support (tech support likely required if you have an EndNote account form another university).

Getting Started: EndNote Desktop Demo: features, import/export, etc. Tip: drag and drop PDFs into EndNote and if there is an identifier, EndNote will find the reference information for you. Another tip: use the notes fields to summarize your notes about a reference

Getting Started: CWYW – Cite While You Write How EN works with MS Word – once you install the add-on for word, this is an example of what you’ll see (mac version)

Getting Started: CWYW Formatting When you are writing in Word, keep in mind that the default setting is instant formatting, but this may slow down in larger documents (and may slow down Word). You can turn this setting on/off to format as you choose, and unformatted references will look like this example (EndNote assigns internal numbers by library).

Organization of References for Deduplication Create a separate folder for each database Import references into these folders Tip: It is important to import references from a database of choice. This database will serve as a main database against which all duplicates will be deleted from other databases. Organize references during a systematic review knowing that you are going to need to deduplicate (for example in this figure) Bulk edit of references not possible, so if a database does not provide this as part of the reference record, this will help organize for deduplication EndNote takes the first version of a reference as the primary to be compared against, so import these first (Gavel & Iselid, 2008)

Deduplication Guidance for EndNote Change display fields shown for visual screening, including: Author, year, title, secondary title, volume, issue, and pages Sort by different display fields Know your databases! MEDLINE on OvidSP: abbreviated page numbers, full journal titles PubMed: abbreviated page numbers, abbreviated journal titles For more guidance and directions see: Bramer, W. M., Giustini, D., de Jonge, G. B., Holland, L., & Bekhuis, T. (2016). De-duplication of database search results for systematic reviews in EndNote. Journal of the Medical Library Association : JMLA, 104(3), 240– 243. https://doi.org/10.3163/1536-5050.104.3.014 Important to pick relevant fields to help pick out duplicates Just click on fields to sort Databases will differ in what information they provide – be careful when hunting for duplicates!

Deduplication Practice Perform a search of choice in one database Import references (pick top ~50) Repeat with another database Try deduplication options: Web: Organize  Find duplicates Desktop: Select all references or group of choice  select a reference  References (menu)  Find Duplicates (press cancel to see all or go through one by one) Either delete selected references or go through found duplicates manually This is the last part of this workshop: practicing finding and eliminating duplicates – we’ll pull up the Online version first then the Desktop version Follow the steps above and we’ll be available for help!

Other Reference Organizers www.zotero.org www.mendeley.com Keep in mind that EndNote is not your only option for reference management. Find what works for you! Try Zotero or Mendeley if EndNote does not work for you.

Thanks! Thanks for coming and be sure to fill out the survey

Additional Systematic Review Help Contact: Systematic Review Libraries Team systrev@umd.edu Prezi: EndNote For Systematic Reviews Some of the information in the Prezi presentation is targeted towards an earlier desktop version, but the instructions still work, although things may look different.