1. 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.

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

3. 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?

4. 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

5. 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)

6. Getting Started: EndNote Account
On-Campus:
Off-Campus:
LibGuide on 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).

7. 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

8. 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).

9. 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

10. 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)

11. 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).

12. 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)

13. 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. 
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!

14. 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!

15. Other Reference Organizers
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.

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

17. Additional Systematic Review Help
Contact:
Systematic Review Libraries Team
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.