EndNote Version X1: Quick Tips

EndNote is a reference management program. It can be used to:

• Create and maintain your own searchable database of literature references
• Centralize and organize your research information
• Insert citations into word processed documents
• Format references and bibliographies in a variety of styles

The library has an online tutorial for EndNote that provides more detail on using this program.

More information and help from Endnote:

• Producer: ISI ResearchSoft
• Website: http://www.endnote.com
• Phone: (800) 336-4474
• Technical Support: http://www.endnote.com/support/ensupport.asp
• Tip sheets: http://www.endnote.com/support/entips.asp

Key Terms and Concepts

EndNote library: a personalized database of literature references. Each reference in an EndNote library is stored as an individual record with different data fields for the the author, title, etc.

Reference types: templates for the resources in an EndNote library (e.g. journals, books, newspaper articles, conference proceedings). Version X1 has 42 reference types

Connection files: files that allow you to search selected information resources without leaving the EndNote program. Some of these resources, such as PubMed and library catalogs, are freely available. Other connections require a login or personal account

Import filters: files that provide a match between references downloaded from databases or systems and the data fields in EndNote records. Import filters are designed to work with specific information providers (such as Ebsco) and specific databases (such as CINAHL)

Output styles: files used to control the appearance of in-test citations and references in a bibliography. The style names are based on journal publications, such as Nature, or formats defined by a publisher, such as the American Psychological Association (APA)

Term lists: lists of words or phrases that act as indexes for your EndNote library. Term lists are used for searching, data entry and creating bibliographies. Three terms lists are automatically created and updated: Authors, Journals, and Keywords

Creating a New EndNote Library

Choose New from the File menu and choose a name for your EndNote Library. The file will have an extension of .enl (e.g acupuncture.enl). A Data folder will also be created to store pdfs and related files

Navigating an EndNote Library

The main EndNote library screen shows each reference on a single line. Quick sorting of the references is available by clicking on a column header, such as Author. In EndNote X1 you can organize your references by creating Custom Groups in the left frame.

Double click on a reference to view the detailed data record. You can edit references in this view.

Customizing EndNote

To see choices for customizing the program, select Preferences from the Edit menu.

Also see Endnote's tip sheet on Customizing the Library Display

Here are some of the key settings under Preferences

• Libraries: Select a library or libraries that will open automatically when you start EndNote
• Display Fonts: Decide which font will be used to display your references in the library
• Reference Types: Select the default reference type when adding new records
• Formatting: Set options for formatting bibliographies
• Display fields: Choose up to eight columns for the main library display window
• Duplicates: Specify how EndNote will identify duplicate references
• Folder Locations: Choose the folders that will hold connection, filter, and style files
• Term Lists: Choose options for automatic entry and updating of term lists
  

Customizing Output Styles

To set your output style options, choose Output Styles from the Edit menu and select Open Style Manager

To create a working list of styles, put a check in the box next to the style name. Styles marked as favorites are listed on the dropdown menu on the main library screen

Output styles can also be edited or new styles can be created. For more information, see the Beyond Basics section of the library's EndNote tutorial.

Building an EndNote Library

• Select References/New Reference to enter references by hand. It is important to choose the appropriate reference type for proper formatting of citations and bibliographies. See EndNote's tip sheet on Entering References.
  
• Search a resource online, download the citations and import them into EndNote. Step-by-step directions are available for using PubMed or CINAHL.
  
• Search selected sources directly from the EndNote program and copy the results into your database. From the Tools menu choose Online Search. Highlight the name of the database or library catalog that you'd like to search and hit Choose.

Note: many of these resources, with the exception of PubMed and library catalogs, may not be freely available for searching directly from Endnote. Some may still be available for you to search by going to the libraries' list of Indexes and Databases. You will need to download the results in a format EndNote can read. You also need to choose a corresponding EndNote"import filter." See this tip sheet on Importing Reference Data.

Searching for References within an EndNote Library

To locate specific references or groups of references, select Search References under the References menu.

EndNote's searching screen provides a variety of options:

• Searching within specific fields
• Using Boolean and other operators (AND, OR, NOT, Contains, Is, etc.)
• Saving the strategy for a future search. Use the Save Search and Load Search buttons.

When you are finished searching, return to a list of all references by selecting Show All References under the References menu.

Working with Citations and Bibliographies in your Word Document

Once your references have been added to you EndNote library, you can insert citations into your document and automatically format both the in-text references and the bibliography. You can also create endnotes or footnotes.

Use the commands from the "Cite While You Write" (CWYW) toolbar for working with Word. The library's tutorial gives detailed instructions on using CWYW.