1. EndNote X4 (14) Tutorial Medical Center Library Frank Davis, MSLS Research & Education Division fldavi2@email.uky.edu 859-323-3983 Updated 02-12-2011

2. What is EndNote, how can it help me and how can I get it? EndNote® is a powerful software application that is used to manage personal databases of citations from sources such as journals, books or web sites. EndNote is compatible with most of the major UK Libraries databases. Selected database references can be easily downloaded into EndNote. Bibliographies and manuscripts can be created using EndNote, then formatted in a wide range of publication styles, including APA, MLA, Chicago and most major medical journals. A campus-wide EndNote site license allows all current University of Kentucky faculty, students, and staff to download the latest version of EndNote from a secure campus server at the following URL: https://download.uky.edu Authentication, via Link Blue, is required to download the software. The easiest way to find EndNote after log-in to the Download site is to type the word EndNote in the gray search box. Be sure to comply with all legal provisions required by the site license.

3. Getting Help for EndNote Questions UK Technical Support Issues: I.T. Help Desk: Email: helpdesk@uky.edu OR Phone: 859-257-1300 UK Information Resources Issues: UK Libraries Email: mclib@email.uky.edu OR Med Center Library phone: 859-323-3983 or 323-5300 Young Library phone: 859-257-05000 ext. 2170 Web Form: http://www.uky.edu/Libraries/page.php?lweb_id=15 General Help from EndNote (http:// www.endnote.com) Online Guided Tour: http://www.endnote.com/support/helpdocs/ENX4_GettingStartedGuide_Win.pdf Technical Support page: http://www.endnote.com/encontact.asp OR Phone: 800-336-4474 (at prompt, press 4, then "Research Software" option. EndNote Discussion Forum: http://forums.thomsonscientific.com/ts/?category.id=endnote

4. 2. 3. 4. 5. 1. Opening EndNote and Creating a New Library 6.

5. EndNote X4 Main Screen 1. 2. 3. 5. 8. 6. 4. 8.8.

6. Methods for Getting Citations into EndNote

7. 1. Creating a New Reference via Data Entry 2. 3. 4.

8. Using the Import Filter Manager (This is the most comprehensive way to search. Steps #1-6 should be completed before Importing references into EndNote via steps on next page.) 1. 2. 3. 4. 5. 6.

9. 3. 4. 5. 1. Importing Citations into an EndNote Library Steps #1-6 are used to Import references that have been previously saved from a needed database. Most databases have instructions for how to save references for EndNote. ASCII txt is a standard. 1. 2. 6.

10. Using the Connection File Manager Steps #1-4 are needed prior to using the Connection (Online Search ) option on the next page. 1. 2. 3. 4.

11. Online Search Menus & Steps 1. 2. 3. 4. 5. 6.

12. Direct Export into EndNote (part #1) Note: Direct Export does not work for all databases. Follow steps #1-7 when working with databases with this option. 1. 2. 3. 4. 5. 6. 7.

13. Direct Export into EndNote (part #2) Note: EndNote software initiates these steps after selected citations have been chosen for Export from a specific database. 2. 3. 4. 5. 6. 1.

14. Searching for Citations Within an EndNote Library Steps #1-7 are used to find needed citations from an EndNote library. Selected citations can then be inserted into to a manuscript. 1. 2. 3. 4. 5. 6. 7.

15. Copying EndNote Citations to a MS Word Manuscript 1. 2. 3.

16. MS Word 2007 EndNote X4 Toolbar 1. 2. 3. 4.. 5. 6

17. Attaching an Image to an EndNote Citation 1. 2. 3. 4. 5. 6. 8. 7.

18. Inserting an Image into a MS Word Manuscript 1. 2. 3. 4. 5. 6.

19. Modifying Filters, Part #1 3. 4. 2. 1.

20. Modifying Filters, Part #2 1. 2.3. 5. 6. 4. 5.

21. Saving & Importing PubMed Citations 1. 2. 3. 4. 5. 6. 7. 8. 9.

22. Saving & Exporting OvidSP Citations 4. 3. 5. 6. 1. 2. 7. 8.

23. Saving & Exporting EBSCO Citations 1. 2. 3. 4. 5. 6. 7.

24. Turning Off Field Codes in MS Word (Convert to Plan Text) 2. 3. 4. 1.

25. Using OpenURL to Display UK Library Holdings 1. 9. 4. 5. 2. 3. 4. 5. 6. 8. 7.

26. Adding Journal Term Lists to an EndNote Library, Part #1 1. 2. 3. 4. 5. 6.

27. Adding Journal Term Lists to an EndNote Library, Part #2 1. 2. 3. 4. 5. 6. 7.

28. Modifying APA Style to Get Full Journal Titles 1. 2. 3. 4. 5. 6. 7.

29. Obtain full sets of Output Styles, Import Filters, Connection Files, Part #1 1. 2. 3. 4. 5. 6. 7.

30. Obtain full sets of Output Styles, Import Filters, Connection Files, Part #2 1. 2. 3. 4. 5. 6. 7.

31. NIH Grants: Adding the PMC Field to EndNote Records PMC 2. 1. 3.4. 5. 6. 7.

32. Adding PubMed Central ID numbers into existing EndNote citations 1. 2. 3. 4. 5. 6. 7.PubMed Central Journal List URL PMC1758595