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Getting Started with EndNote X7

Getting Started with EndNote X7

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Published by UTHSC Libraries
Created by the UT Health Science Center Library, this help document explains using EndNote X7 and finding full text features for UT HSC affiliated users.
Created by the UT Health Science Center Library, this help document explains using EndNote X7 and finding full text features for UT HSC affiliated users.

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Categories:Types, Research
Published by: UTHSC Libraries on Aug 21, 2013
Copyright:Attribution Non-commercial


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What is EndNote?
EndNote is a bibliographic management and research program. With EndNote installed on your computer, you cansearch online databases, organize and cite references, instantly format and change your bibliography or manuscriptand share your library of citations. In addition you can attach images, PDFs and other files to citations in your library,making the files easier to access and keep up with on your computer.EndNote software is available for both Windows and Mac computers. UT Health Science Center students, faculty andstaff should contact TechZone (campus computer store) at 210-567-2832 or visit MED 421.L for information about thediscount price of $79. The discount is also available online from HiEd http://www.hied.com/utsystem/.All users of  EndNote can purchase software directly from EndNote at http://www.endnote.com.  Librarians are available to assist and teach workshops however EndNote software is not available for personal use.
Preparing your EndNote Library
Installing Bibliography Styles for Journals
EndNote has over 5,000 bibliographic styles. Only a small number are included when the software is installed. To findand install other styles, search the EndNote Styles list by journal name: http://endnote.com/downloads/styles. 
Setting Up an EndNote Library
Open EndNote. If the
Get Started with EndNote
screen appears, select
Create a new EndNote Library
and click
.Otherwise, select
Give your new library a name and save it in a location that makes sense to you on your computer.a.
You can have multiple libraries or use just one.b.
If you use multiple libraries, be sure to use names that help identify them.
EndNote and Finding Full Text
EndNote can automatically find and download many full text journalarticles from library subscriptions using the
Find Full Text
feature. (Note:not all e-journals support this feature and may require manual filedownload and attachment.) In the
EndNote - Edit - Preferences
Find Full Text
, be sure all the boxes are checked. If you use EndNotefrom an off-campus computer add http://libproxy.uthscsa.edu/login to the
 Authenticate with
URL box. This will enable EndNote to prompt you tologin when off-campus so library e-journal subscriptions can be accessed anywhere you accessing the internet.
Installing EndNote’s List of Medical Journal Titles and Abbreviations
Before you begin adding references to your library remember that some citation styles use journals' complete titles;others use abbreviations. EndNote can make the necessary changes, but only if the list of titles is imported
 references are added to the EndNote library:1.
From the
menu, select
Define Term Lists
, then click on
Click the
Import List
button. Navigate to the folder where EndNote is installed (in Windows, usually C:\ProgramFiles\EndNote) and open the
Term Lists
folder. (If you do not know where the program file is, or cannot access it,contact the person who installed EndNote on your computer.)3.
Double click on
. Look through the list of Term Lists and double click other relevant areas to yourresearch. After the terms are installed, click
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Set-Up Auto Import of PDF References from your Computer: PDF Handling
EndNote X7 can now
a specific folder on your computer fordownloaded PDF files. EndNote pulls the PDF into your library andattempts to grab reference details from the file into your EndNote Library.1.
View the EndNote
menu (
) and select
PDF Handling
Check the box
for “Enable automatic importing” and EndNote will
prompt you to select or create a folder for your PDF files.3.
You can also select renaming options for your PDF files. Many PDF filescome with very long names so predictable file names may be helpful.4.
After PDF Handling is set up,
every time you download a PDF 
, save thefile into this your PDF folder so EndNote can find the file.
Exploring the EndNote LibraryAdding References
You can always add a reference to your Library by typing it in.
To add a reference manually, open your library, then select
New Reference
Be sure to
the correct
Reference Type
. The default is Journal Article, but other choices in the menuinclude Book Section (used for book chapters) and Thesis. When you change Reference Types, EndNote promptsyou for fields usually needed for that type (editor vs. author, etc.).
In general, you don’t need to
add punctuation (some exceptions are listed below).
Authors’ names
are the trickiest details to add:
Authors must be entered one per line, so press
after each author’s name.
The following examples illustrate some the most common situations:Einstein, Howard G.de Gaulle, CharlesEinstein, H G
Einstein, H.G. (
Einstein, HG)Einstein, Albert, Jr.American College of Physicians, (notice the comma at the end)
*Enter authors with titles, such as Jr. or III, as Last, First, Title
All references inthe library orselected group.Currently selected referencestyle
for “Preview” view.
Option for a “Quick Search” or an advanced“Search Panel” to search your
library or group.The preview tab permits you tosee how a selected reference willlook in a bibliography, based onthe currently selected style.Group Sets and Groups organizeyour references by keyword, topic,source, or project.Layout options are available tooptimize your monitor space.
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Page numbers
can be entered in any of the following forms, with commas between non-consecutive ranges:1492-14971492-7124-127, 130, 191-194
Importing from a database:
Most databases include an export feature. Ovid and CINAHL are two databases that offer export from search results. Inaddition, some e-journal web pages may also offer export options. Be sure to check that the data was exportedaccurately every time you export from a database. Sometimes details are missing or do not appear correctly.
Ovid CINAHL PubMed
Search as usual. From list of results, select the citations you want to save.
the citation(s) you want toexport.Click
to Folder
on a reference tostart the export process.
Select individualcitations to export.
If you want to exportall search results, goto the next step.2.
Display Export options:Then click
at the top of yoursearch results.When the window pops open,choose EndNote from the menu.
Display the Folder by clicking the linkat the top of the screen.Then
items to be sent toEndNote by checking boxes of individual articles or selecting all.Click on
 Then select
Direct Export in RISFormat
for EndNote.Click
Send to
:When specific references are notselected, c
hoose a ‘number to send’
larger than your search results toinclude all results. For very large resultsets, you may need more than oneexport.3.
Select the details
you want toexport, such as Citation andAbstract.
Then click
Export Citations
Depending on your web browser,a file will download that whenopened will transfer the citationsto EndNote.
. You also have theoption to remove exported itemsfrom the folder.
Depending on your web browser, afile will download that whenopened/double clicked, it willtransfer the citations to your openEndNote library.From the Send to menu, select
. After selecting options, press
Create File
. Some web browsers willautomatically open and import thereferences. Other web browsers maysave/download or ask you aboutselecting a program to open the file.If EndNote asks about selectingsoftware to open the downloaded
.nbib file, select “Choose from a List”
and choose the EndNote program.If your browser displays a message asking whether you want to save the file or open it, choose Open.4.
The imported citations will appear in your EndNote Library in a special group called Imported References. If youhave a library open, the citations will be placed there.5.
Before your next export, consider adding the references to a Group folder, so you can findthem easily.

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