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

2. 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

3. 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.

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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.

10. 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.

11. 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.

12. 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.

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

14. 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.

15. 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.

16. 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
Down load style to your desktop
Drop the style in Applications, EndNote X5 style folder.

17. 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.”

18. References: EndNote’s on-line output styles
EndNote Training:
UNMC Research Users Group:
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.