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Getting Started with EndNote X2

Getting Started with EndNote X2

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Published by UTHSC Libraries
A guide to using version X2 of the bibliographic management tool EndNote.
A guide to using version X2 of the bibliographic management tool EndNote.

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Published by: UTHSC Libraries on Nov 17, 2011
Copyright:Attribution Non-commercial

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04/10/2014

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G
ETTING
 
S
TARTED
 
WITH
 
E
ND
N
OTE
 
X2
 
http://www.library.uthscsa.edu
 
What
 
is
 
EndNote?
 
EndNote
 
is
 
a
 
bibliographic
 
management
 
and
 
research
 
software
 
program.
 
With
 
EndNote
 
you
 
can
 
search
 
databases
 
online,
 
organize
 
references
 
as
 
well
 
as
 
cite
 
references,
 
instantly
 
format
 
and
 
change
 
your
 
bibliography
 
and
 
share
 
your
 
library.
 
In
 
addition
 
you
 
can
 
attach
 
images,
 
PDFs
 
and
 
other
 
files
 
to
 
citations
 
in
 
your
 
library,
 
making
 
them
 
easier
 
to
 
access.
 
EndNote
 
is
 
available
 
for
 
Windows
 
and
 
Mac
 
computers.
 
The
 
campus
 
bookstore
 
offers
 
students
 
(but
 
not
 
faculty
 
or
 
staff)
 
a
 
discount
 
on
 
purchase.
 
Librarians
 
are
 
available
 
to
 
assist
 
users
 
and
 
teach
 
workshops
 
on
 
Endnote
 
however
 
EndNote
 
is
 
not
 
available
 
for
 
personal
 
use
 
on
 
library
 
computers.
 
EndNote
 
X2
 
is
 
the
 
latest
 
version
 
of 
 
EndNote
 
and
 
has
 
features
 
not
 
available
 
in
 
earlier
 
versions.
 
Because
 
of 
 
changes
 
in
 
the
 
software
 
we
 
suggest
 
working
 
with
 
EndNote
 
9
 
or
 
higher.
 
The
 
following
 
guide
 
has
 
been
 
prepared
 
by
 
library
 
staff 
 
to
 
provide
 
you
 
with
 
up
 
to
 
date
 
information
 
about
 
using
 
EndNote
 
X2.
 
Preparing
 
your
 
EndNote
 
Library
 
Setting
 
Up
 
an
 
EndNote
 
Library
 
1.
 
Open
 
EndNote.
 
If 
 
the
 
Get
 
Started
 
with
 
EndNote
 
screen
 
appears,
 
select
 
Create
 
a
 
new
 
EndNote
 
Library
 
and
 
click
 
OK
.
 
Otherwise,
 
select
 
File
 
then
 
New...
.
 
2.
 
Give
 
your
 
new
 
library
 
a
 
name
 
and
 
save
 
it
 
in
 
a
 
location
 
that
 
makes
 
sense
 
to
 
you.
 
Installing
 
EndNote’s
 
List
 
of 
 
Medical
 
Journal
 
Titles
 
and
 
Abbreviations
 
Before
 
you
 
begin
 
adding
 
references
 
to
 
your
 
library
 
consider
 
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
 
before
 
references
 
are
 
added
 
to
 
the
 
EndNote
 
library:
 
3.
 
From
 
the
 
Tools
 
menu,
 
select
 
Define
 
Term
 
Lists
,
 
then
 
click
 
on
 
Journals
.
 
4.
 
Click
 
the
 
Import
 
List
 
button.
 
Navigate
 
to
 
the
 
folder
 
where
 
EndNote
 
is
 
installed
 
(usually
 
C:\Program
 
Files\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.)
 
5.
 
Double
 
click
 
on
 
medical.txt
.
 
After
 
the
 
terms
 
are
 
installed,
 
click
 
OK
.
 
http://www.library.uthscsa.edu
1
©
 
UTHSCSA
 
Library 
 
5/09
 
(ejh)
 
 
Exploring
 
the
 
EndNote
 
Library
 
Currently
 
selected
 
style
 
All
 
references
 
in
 
the
 
library
 
or
 
selected
 
groupGroups
 
help
 
organize
 
your
 
references
 
by
 
keyword,
 
topic,
 
source,
 
or
 
project.
 
Keyword
 
search
 
box
 
for
 
searching
 
library
 
or
 
group
 
Check
 
here
 
to
 
see
 
total
 
number
 
of 
 
references
 
currently
 
showing
 
The
 
preview
 
box
 
allows
 
you
 
to
 
see
 
how
 
the
 
selected
 
reference
 
will
 
look
 
in
 
a
 
bibliography,
 
based
 
on
 
the
 
currently
 
selected
 
style.
 
Adding
 
References
 
Importing
 
Citations
 
Directly
 
from
 
Databases
 
Most
 
online
 
databases,
 
and
 
many
 
electronic
 
 journals,
 
offer
 
an
 
Export
 
feature
 
that
 
allows
 
you
 
to
 
transfer
 
citations
 
directly
 
into
 
an
 
EndNote
 
library.
 
The
 
following
 
steps
 
work
 
in
 
Ovid
 
databases
 
(such
 
as
 
MEDLINE)
 
and
 
EBSCO
 
ones
 
(such
 
as
 
CINAHL).
 
Ovid
 
databases
 
EBSCO
 
databases
 
1.
 
Run
 
your
 
search
 
as
 
usual.
 
From
 
the
 
list
 
of 
 
results,
 
select
 
the
 
citations
 
you
 
want
 
to
 
save:
 
Place
 
checkmarks
 
before
 
the
 
citation(s)
 
you
 
want
 
to
 
save:
 
First
 
you
 
need
 
to
 
Add
 
the
 
citations
 
to
 
the
 
folder
 
Then
 
display
 
the
 
contents
 
of 
 
the
 
folder
:
 
And
 
finally,
 
select
 
the
 
items
 
in
 
the
 
folder:
 
http://www.library.uthscsa.edu
2
©
 
UTHSCSA
 
Library 
 
5/09
 
(ejh)
 
 
 
2.
 
Display
 
the
 
export
 
options:
 
The
 
Results
 
Manager
 
can
 
be
 
found
 
at
 
the
 
bottom
 
of 
 
the
 
results
 
screen:
 
Click
 
on
 
Export
:
 
3.
 
Select
 
the
 
appropriate
 
options:
 
Under
 
Fields,
 
select
 
Complete
 
Reference
:
 
Under
 
Citation
 
Format,
 
select
 
Direct
 
Export
:
 
Click
 
Save
 
under
 
Actions:
 
Select
 
Export
 
results
 
to
 
Endnote…
:
 
Click
 
Continue
 
Select
 
Direct
 
Export
 
to
 
EndNote…
:
 
Click
 
Save
:
 
4.
 
If 
 
your
 
browser
 
displays
 
a
 
message
 
asking
 
whether
 
you
 
want
 
to
 
save
 
the
 
file
 
or
 
open
 
it,
 
choose
 
to
 
Open
 
it.
 
5.
 
You
 
will
 
next
 
be
 
asked
 
to
 
locate
 
the
 
EndNote
 
Library
 
to
 
which
 
you
 
wish
 
to
 
download
 
your
 
citations.
 
http://www.library.uthscsa.edu
3
©
 
UTHSCSA
 
Library 
 
5/09
 
(ejh)
 

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