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endnotex5trainguidepc.doc

Created by amurrell

TSRI, 400-S

helplib@scripps.edu

858-784-8705

EndNote X5 Basics Guide (Win)

Contact

Angela Murrell

Outreach and Instruction Librarian

Kresge Library

amurrell@scripps.edu

858-784-8705

Download site

http://library.scripps.edu/endnote

Must be TSRI faculty, postdoc, student, or staff

Use your TSRI email account (without the @scripps.edu part) to sign in

EndNote Training Guide

Page

A. Set up .............................................................................................................

1. EndNote Web ...................................................................................2

2. New Library .....................................................................................2

3. Import Journal Term Lists ...............................................................3

4. Set Display Fields ............................................................................4

5. Duplicate record handling ................................................................4

6. Output Styles ....................................................................................5

7. Import Filters ...................................................................................5

B. Importing records ...........................................................................................

1. Web of Science ................................................................................6

2. PubMed ............................................................................................7

3. SciFinder Web ................................................................................9

C. Search databases from with EndNote ........................................................10

D. Find Full Text ...............................................................................................

1. Set PDF Preferences ......................................................................11

2. Finding Full Text ..........................................................................12

E. Exporting References .................................................................................13

F. Sharing EndNote Libraries ........................................................................14

G. Global Changes ..........................................................................................15

H. Using Groups .............................................................................................16

I. CWYW (see additional handout) ...............................................................17

J. Format paper (for non-Word documents) ..................................................17

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EndNote X5 Basics (Win)

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A. Set Up

1. EndNote Web

• The first time you open EndNote X5, you will see an EndNote Web option box.

• EndNote Web is a web based version of EndNote that you can access from any

Internet computer. Right now it is not fully synced with the desktop EndNote. You

can set up an EndNote Web account from within Web of Science. You can create or

connect your EndNote Web account to the desktop in the future.

• Simply click Finish.

2. Create a new Library:

• Go to File> New.

• In the next window, enter a File name:.

• Select location (use desktop for this training) in the Save in: box at the top.

• Click Save.

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EndNote X5 Basics (Win)

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3. Import Journal Term Lists - Required step, best before entering citations, for each library.

Adding these will allow standard journal titles and abbreviations to link together.

• Go to Tools > Open Term Lists > Journals Term List.

• Click on the Lists tab.

• Be sure Journals is highlighted, and then click Import List…

• The lists will be found at Local Disc C:\\Program Files\Endnote X5\Terms Lists\

(use the pull down for look in:)

• Select one (medical.txt is the best list for journals from PubMed).

• Click Open.

• To edit Journal terms, click on the Terms tab.

• Highlight a journal name and click Edit term.

• You can add or edit abbreviations

• Close the Term List window when done.

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EndNote X5 Basics (Win)

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4. Set Display Fields

• Go to the Edit menu and select Preferences

• Select Display Fields from the left menu.

• Choose the field displayed from the pull down list for up to 8 columns displayed. You

may also select [Do not display] to exclude a column.

• You may also change the heading name for the column. The default is the Generic name

for the field selected.

• Click Apply.

• Click OK.

5. Duplicate record handling

• Go to the Edit menu and select Preferences

• Select Duplicates from the left menu

• Mark the fields to be compared when EndNote looks for Duplicates

• The fields must match: exactly abbreviations do NOT match full journal names.

• Decide if EndNote should Automatically discard duplicates when searching online

from inside of EndNote (see page 10).

• This does not apply when searching outside of EndNote.

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EndNote X5 Basics (Win)

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6. Output Styles

Output styles are used to create bibliographies or format Word documents. Currently

there are over 5000 Output styles available. Only 400+ Styles are downloaded with EndNote.

• You can browse the downloaded Styles:

• Go to Edit > Output Styles > Open Style Manager…

• In the window that opens, Mark the box next to any styles you might use.

• Close the window after you have selected your styles (do NOT click Edit).

• These will appear now in the Edit > Output Styles drop down list.

• If you would like to download additional Styles, go to

http://endnote.com/downloads/styles

• New Styles will open in EndNote.

• Go to File > Save As > remove the word “copy” and the space after the file name

• Files are saved to an EndNote folder created in your Documents folder.

7. Import Filters

Import filters convert citations from databases and .txt files into EndNote records.

• Go to Edit > Import Filters > Open Filter Manager…

• In the window that opens, mark the box next to filters you might use often.

• Close the window, do NOT click Edit.

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EndNote X5 Basics (Win)

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B. Importing records into EndNote

1. Web of Science

• Mark records from your search

• Scroll to the bottom (or click “more options” at the top.)

• Step 1: select which records to export: e.g., “Selected Records on page”

• Step 2: select what details to export: “Authors, Title, Source” or “Full Record”

o Note: selecting “plus Cited References” imports the citations for the reference list into

the NOTES field, it does not import each cited reference into it’s own record.

• Step 3: click the EndNote button.

For IE users:

• Endnote X5 will import the record(s) into the open library.

Note: if you see a yellow bar, click it and choose “Download file”. You may need to click

“export” again.

• The new records are added to the “All references” group, but are displayed in the

Imported References group until you perform another import.

• To view all records in the library select the All References group.

For Firefox users:

• Firefox will display a prompt, select “open with: Web Export helper”.

• Click OK

• If EndNote does not open click “Export” on the Web of Science screen.

• Otherwise click “Back to Results” in the Web of Science page once the import is

complete.

EndNote X5 Basics (Win)

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2. PubMed

• First open the EndNote library.

• Go to PubMed and perform your search.

• Next, Mark the citation(s) you wish to save to EndNote.

• Click on the arrow next to the Send to: link.

• Select “Citation Manager” (note: limited to 200 records at a time)

• Click Create File.

For IE 7 users:

• A File Download window appears

• Click Save.

• Select a location (recommend the desktop).

• In the File name box type the name of the file (or use the default “citation.nbib”).

• Click Save.

EndNote X5 Basics (Win)

- 8 -

• In EndNote:

• An EndNote window with just the imported records should appear.

• To view all records in the library select References >Show All References (or use

CTRL-M).

IE 8 users:

For Firefox users:

• From the “Open With” pull down menu choose Other…(or it may say Browse)

• Select the EndNoteX5 program from the list. (DO NOT select the library.)

• Click OK.

For both Firefox and IE 8:

• EndNote will open and the Choose an Import Filter window will appear.

• Select “PubMed (NLM)” from the list.

• Click Choose.

• Records are imported into the library that is open.

• Click Open.

• The browser may prompt you to approve the

use of a program (the EndNote.exe file).

• Click Allow.

Note: This only works in Windows 7, or if IE

recognizes the file type nbib. Otherwise use the IE

7 procedure above.

o Select File >Import>File…

o In the Import box that opens, click Choose

file… to search for the file.

o Select file in the box that opens and click

Open.

o Next select the “PubMed (NLM)” filter from

the pull down list of Import Option. Choose

to delete duplicate records from Duplicates

pull down list.

EndNote X5 Basics (Win)

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3. SciFinder Web

Step 1:

• Search SciFinder as usual.

• Once you have marked the citations you wish to import.

• Click on Export.

• Name the file.

• Under For: select “Citation export format (*.ris)”.

• Click on Export.

• Depending on the browser you are using, a popup window may appear.

Firefox

IE 8

• Choose “Open with” and select “ResearchSoft Direct Export Helper (default)”.

• Click OK.

• Or simply choose Open. (for IE 8 and Windows 7)

• Since the file is .ris, EndNote knows what Import Filter to use and will not ask you.

• The records will be imported into the open library.

• Or you can save the .ris file and then use the Manual Import step (above), selecting the

“RIS” filter instead of the “PubMed” filter. (IE 7 and Windows Xp, Vista)

EndNote X5 Basics (Win)

- 10 -

C. Search databases from within EndNote

If you are on the TSRI Network, you can connect through EndNote to our databases

that have connection files: Medline (OVID), Web of Science (ISI). Or you can search

PubMed (NLM) from any computer, as it is freely available on the Internet.

• First set the library to “Local Library” mode by clicking on the books icon. If you

close the library in “Local Library” mode, choosing Tools>Online Search will

automatically open the Online mode with the temporary library.

• Then select the Online Search Mode icon in the library menu.

NOTE: In EndNote X5 (and X2 – X4), if you do not select the “Online” mode, all results

from the search will be automatically imported into the open library.

• Or go to Tools > Online Search, highlight the database and click Choose.

• The search box is in the bottom of the temporary library window.

• Select the records, and right click or go to References.

• Select Copy References To and choose the library (must be open to be listed) or

select “Choose Library” to select a library that is not open.

• To return to your library, click the “Integrated” mode or “Local Library” mode.

• When you leave the “Online” mode, you may be prompted to discard the results from the

online search.

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