AN INTRODUCTION TO ENDNOTE VERSION X1

EXERCISES

1. Create a new library

Open EndNote: click start > all programs > EndNote > EndNote program

2. Styles
a. Selecting and viewing a style:
- Choosing Select another styles > choose ex. APA
- Select edit > Output styles > Open styles manager > Find > tick the styles to select
these styles as favourites > close the styles box
b. Editing styles
Select edit > Output styles > Open styles manager > Find the style and edit it

3. Enter a new reference

Select references > new reference > select appropriate reference type (ex. Book, journal
articles) and enter data in the library (also add file into the file attachment) > close the box
to save it

4. Sorting the references

- Click the column heading (Ex. Author)
- Select references > sort references

5. Searching the references

Select references > search references

6. Hide and show references

Select references > Show all/ selected/ hide references

7. Copy record from one library to another

Select the references (all/selected) > copy > paste to the other library

8. Create a quick list of citations

Select required references (all/ selected) > file > export > save as type: specify .rtf (rich text
format) > open file in Word then save with a .doc extension or copy the recorded data in
a.rtf then paste into file Word as needed

9. Insert references in a paper and create a bibliography (Cite while you write)
- From Word menu bar > select tools > EndNote X1 > Find citation
- Select references from .enl > insert selected references From Word menu bar
- Editing citations: Highlight the citation > edit citation > click exclude author > OK

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10. Importing files to EndNote

From PubMed for use in EndNote

1. Export ALL references from your search results:

 Select MEDLINE as the display from the Display drop-down menu.

 Select File from the Send to drop-down menu.
 Choose Save it to disk from the pop-up box and click on OK.
 In the window labeled Enter name of file to save to…
 Choose a folder (the desktop is a good choice).
 Type in a File name.
 Save as type should be *.txt.
 Click on Save.

2. Export selected references from your search results:

 Check the box next to the references you want to save.

 At the end of each page of references, select Clipboard from the Send to drop-down
menu. This will save the checked references into the PubMed clipboard.
 Repeat this for each page of references until you have put all your selections into the
clipboard.
 Click on the Clipboard tab.
 Select MEDLINE as the display from the Display drop-down menu.
 Select File from the Send to drop-down menu.
 Choose Save it to disk from the pop-up box and click on OK.
 In the window labeled Enter name of file to save to…
 Choose a folder (the desktop is a good choice).
 Type in a File name.
 Save as type should be *.txt.
 Click on Save.

3. Importing Your PubMed Results into EndNote

 Open or create an EndNote library.

 Select File >> Import
 The Import Option should be set at PubMed (NLM). If this
is not listed, in the drop-down menu, select Other filters…
 Then select PubMed (NLM).
 Duplicates defaults to Import All. You have the option of
changing that to Discard Duplicates if you like.
 Leave Text Translation as No Translation.
 Click on Choose File, locate and select the .txt file you
downloaded, and click on Open.
 Press Import.

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