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GETTINGSTARTEDWITHENDNOTEX2

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WhatisEndNote?
EndNoteisabibliographicmanagementandresearchsoftwareprogram.WithEndNoteyoucansearch databasesonline,organizereferencesaswellascitereferences,instantlyformatandchangeyour bibliographyandshareyourlibrary.Inadditionyoucanattachimages,PDFsandotherfilestocitationsin yourlibrary,makingthemeasiertoaccess. EndNoteisavailableforWindowsandMaccomputers.Thecampusbookstoreoffersstudents(butnot facultyorstaff)adiscountonpurchase.Librariansareavailabletoassistusersandteachworkshopson EndnotehoweverEndNoteisnotavailableforpersonaluseonlibrarycomputers. EndNoteX2isthelatestversionofEndNoteandhasfeaturesnotavailableinearlierversions.Becauseof changesinthesoftwarewesuggestworkingwithEndNote9orhigher. Thefollowingguidehasbeenpreparedbylibrarystafftoprovideyouwithuptodateinformationabout usingEndNoteX2.

PreparingyourEndNoteLibrary
SettingUpanEndNoteLibrary 1. OpenEndNote.IftheGetStartedwithEndNotescreenappears,selectCreateanewEndNoteLibrary andclickOK.Otherwise,selectFilethenNew.... 2. Giveyournewlibraryanameandsaveitinalocationthatmakessensetoyou. InstallingEndNotesListofMedicalJournalTitlesandAbbreviations Beforeyoubeginaddingreferencestoyourlibraryconsiderthatsomecitationstylesusejournals'complete titles;othersuseabbreviations.EndNotecanmakethenecessarychanges,butonlyifthelistoftitlesis importedbeforereferencesareaddedtotheEndNotelibrary: 3. FromtheToolsmenu,selectDefineTermLists,thenclickonJournals. 4. ClicktheImportListbutton.NavigatetothefolderwhereEndNoteisinstalled(usuallyC:\Program Files\EndNote)andopentheTermListsfolder.(Ifyoudonotknowwheretheprogramfileis,orcannot accessit,contactthepersonwhoinstalledEndNoteonyourcomputer.) 5. Doubleclickonmedical.txt.Afterthetermsareinstalled,clickOK.

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ExploringtheEndNoteLibrary
Currently selectedstyle Keywordsearchbox forsearchinglibrary orgroup

Groupshelp organizeyour referencesby keyword,topic, source,or project. Checkhereto seetotalnumber ofreferences currently showing AddingReferences

Allreferencesin thelibraryor selectedgroup

Thepreviewbox allowsyoutoseehow theselected referencewilllookin abibliography,based onthecurrently selectedstyle.

ImportingCitationsDirectlyfromDatabases Mostonlinedatabases,andmanyelectronicjournals,offeranExportfeaturethatallowsyoutotransfer citationsdirectlyintoanEndNotelibrary.ThefollowingstepsworkinOviddatabases(suchasMEDLINE) andEBSCOones(suchasCINAHL). Oviddatabases EBSCOdatabases 1. Runyoursearchasusual.Fromthelistofresults,selectthecitationsyouwanttosave: FirstyouneedtoAddthecitationstothefolder Placecheckmarksbeforethecitation(s)you wanttosave: Thendisplaythecontentsofthefolder:

Andfinally,selecttheitemsinthefolder:

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2. Displaytheexportoptions: TheResultsManagercanbefoundatthe bottomoftheresultsscreen:

ClickonExport:

3. Selecttheappropriateoptions: UnderFields,selectCompleteReference:

SelectDirectExporttoEndNote:

UnderCitationFormat,selectDirectExport:

ClickSave:

ClickSaveunderActions:

SelectExportresultstoEndnote:

ClickContinue

4. Ifyourbrowserdisplaysamessageaskingwhetheryouwanttosavethefileoropenit,choosetoOpenit. 5. YouwillnextbeaskedtolocatetheEndNoteLibrarytowhichyouwishtodownloadyourcitations.
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6. TheimportedcitationswillappearinyourEndNoteLibraryinaspecialgroupcalledImportedReferences:

TheExportfeaturemayhavedifferentnamesindifferentdatabases.Lookforoptionslike"DirectExport","Sendto ImportingCitationsfromPubMedusinganImportFilter PubMedisoneofthefewmajordatabasesthatcannotexportreferencesdirectlytoEndNote.However, youcanimportcitationsfromPubMedusingImportFilters,whichhelpEndNote"translate"yoursaved citationsintoaformatitunderstands. 1. Savingcitationsinthecorrectformat Afterselectingcitationstosave,selectMEDLINEfromthedropdownDisplaymenu:


EndNote","ExporttoReferenceSoftware"or"ExporttoProcite/ReferenceManager/EndNote."Checkthedatabases Helpfilesformoreinformation.

FromtheSendtodropdownmenu,selectFileandsaveyourreferencestoatextfile.Your browserwillprobablyaskifyouwanttosaveoropenthefile.PickSave.

Thedefaultnameforthesavedfileispubmedresult.txt.Youcanchangethisifyouwant.Justbe sureyouknowwherethefileisbeingsaved.
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2. Importing FromEndNotesFilemenu,selectImport.Youllseeaboxlikethis:
ImportOption: Seenotesbelow Clickhereto locatethetext fileyousaved

Duplicates: Seenotesbelow

Keepas NoTranslation

ImportDataFile:ClickChooseFiletolocatethetextfileyousavedfromPubMed. Import Option: Click on the down arrow next to Import Option to see filters that have been used before.Selectthedatabasefromwhichyoudownloadedyourcitations. Ifthedatabaseyouneedisntthere,clickOtherFiltersandselectthedesireddatabase. Duplicates: This lets EndNote know what to do if it finds identical citations. If you choose Discard Duplicates, it will ignore any citations that already exist in the library. If you choose Import All, see RemovingDuplicatesbelowtolocateandremoveduplicateslater. ClickImport.YoullprobablyseeEndNotecountingcitations.Note:Ifyourfileisdownloadedasone bigcitation,theyprobablyweren'tsavedinthecorrectformat:downloadthemagain,beingsureto savethemintheMEDLINEformat.Ifitstilldoesntimportproperly,youmayneedtoupdatethefilter. Seethehandout"EndNoteTips&Troubleshooting"formoreinformation.

AddingReferencesManually AlternativelyyoucanaddareferencetoyourLibrarybytypingitin.Herearesometips: Toaddareferencemanually,openyourlibrary,thenselectNewReferencefromtheReferences menu. BesuretousetherightReferenceType.ThedefaultisJournalArticle,butotherchoicesinthepull downmenuincludeBookSection(usedforbookchapters)andThesis.Whenyouchange ReferenceTypes,EndNoteautomaticallypromptsyouforfieldsneededforthattype(editors names,chapterauthorsnames,etc.). Ingeneral,youdontneedtouseanypunctuationwhenentering(someexceptionsarelisted below). Authorsnamesarethetrickiestthingstoadd: o Authorsmustbeenteredoneperline,sopressEnteraftereachauthorsname. o Thefollowingexamplesillustratesomethemostcommonsituations: Einstein,HowardG. deGaulle,Charles Einstein,HGorEinstein,H.G.(notEinstein,HG) Einstein,Albert,Jr. AlbertEinstein AmericanCollegeofPhysicians,(noticethecommaattheend) Pagenumberscanbeenteredinanyofthefollowingforms,withcommasbetweennon consecutiveranges:
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14921497 14927 124127,130,191194

RemovingDuplicates Toremoveduplicates,selectFindDuplicatesfromtheReferencesmenu.EndNotewillscanthe library,andwillthenshowduplicatereferencesitdetects.Duplicateswillbehighlighted;youcan deletethemallatoncebychoosingDelete...fromtheReferencesmenu,orbyselectingone referenceatatime. YoucanchangethefieldsEndNoteusestoidentifyduplicatesbychoosingPreferences...fromthe Editmenu.SelectDuplicatesfromtheleftframe.YoucanthenselectwhichfieldsEndNotewill compare,andwhethertheyneedtomatchexactlyorifEndNoteshouldignorespacesand punctuation.Bydefault,EndNotecomparestheauthor,year,articletitle,andreferencetypefields. o Notethatthesamearticledownloadedfromdifferentdatabasesmayhaveslightly differentauthors,titles,andevenjournalnames(somedatabasesdonotincludeall authorsforexample,ormayincludealongersubtitle);EndNotewillnotusuallyrecognize theseasduplicates.

LinkingPDFsorOtherFilestoEndNoteReferences
YoucanattachaPDForotherfiletoareferenceinEndNote.Thefilecanbeonyourowncomputeror ontheInternet. Openthereferencetowhichyouwishtolink. o o Tolinktoafileonyourcomputer,gototheReferencesmenuandchooseFileAttachments andthenAttachFile....LocatethefileandclickOpen. TolinktoafileontheInternet,simplytype(orpaste)theURLintothereferencesURL field.

ProducingaBibliography
WhenEndNoteisinstalled,itwillalsocreateanEndNoteribboninMicrosoftWord2007(inolderversions ofWord,itwillcreateatoolbarinstead).

Thetoolsonthisribbonhelpyoutoproduceaproperlyformattedbibliography.EndNoteknowsabout threethousandbibliographical"outputstyles";youjustneedtotellitwhichtouse.Youcanchangestyles atanytime. 1. Ifyouarepreparingapaperforpublication,besuretocheckthejournalsInstructionstoAuthors (usuallyavailableonthejournalswebsite)ortheappropriatestylemanualtoknowwhatstyletouse.

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2. AtthetopoftheEndNotescreen,youllseeadropdownmenushowingthestyle currentlybeingused.(ThedefaultisAnnotated.)Clickonthearrowtoseethedefault stylesandanyyouhaveused.ClickonSelectAnotherStyle...toseeallavailable styles.Bepatient:itcantakeaminuteforthelisttoappear.Selectthestyle recommendedbyyourpublisherorinstructorandclickChoose. 3. LeavingEndNoteopen,openyourWorddocument.Placeyourcursorwhereyouwant toenteryourfirstreference,andclickGotoEndNoteintheEndNoteribbon'sCitation panel.YourEndNoteLibrarywilldisplay.(Ifyouwanttouseadifferentlibrary,you canopenitnow.)ThisestablishesalinkbetweenthisWorddocumentandthisEndNoteLibrary. 4. LocatethereferenceyouwanttousebyscrollingthroughthelistorbyusingEndNotesSearch function.(FromtheReferencesmenu,chooseSearchReferences) 5. LeavingEndNoteopen,returntoyourWorddocument.ClickthearrownexttoInsertCitationinthe EndNoteribbon'sCitationpanel,andselectInsertSelectedCitation(s). 6. Youcaneitherrepeatsteps4through6foreachadditionalcitation,orclickInsertCitationinthe EndNoteribbon'sCitationpanel.AnEndNoteX2FindCitation(s)windowwillopen.Enterkeywords andclickSearchtosearchthroughyourwholelibrary.Alistofmatchingreferenceswillappear.Select theone(s)youwanttouseandclickInsert. 7. EndNotewillembedthecitationinthedesiredformat,andappendthebibliographicreferenceatthe endofthepaper.Thismaynotbeinstantaneous;ifyouhavemanyreferences,youwillprobablyfirst seeagenericcitationthatlookslikethis:{Albretsen,1998#11}forashortwhilebeforetheformatted citationappears.Ifthesegenericcitationsdon'tgoaway,orifthewrongoutputstyleisbeingused,see ChangingtheFormatofaBibliographyinthenextsection. 8. Youcanadd,remove,orrearrangecitationswithintheWorddocument.EndNotewillrenumberorre alphabetizeasnecessary. 9. Whenyouarealldone,saveyourdocument.(Actually,youshouldbesavingiteverynowandthen anyway,butbesuretodosowhenyou'realldone.) 10. Remembertoproofreadyourbibliography!Theremaybesmallformattingerrorsoreventyposthat youshouldcorrectmanually.Ifyoufindmajorformattingerrors,makesureyouareusingthecorrect outputstyle.Ifyoustillseemajorformattingerrors,checkoutthe"EndNoteTips&Troubleshooting" handoutforhelpeditingastyle. 11. IfyouaresubmittingthedocumentelectronicallyespeciallytoapublisherwhoseInstructionsto AuthorssaynottouseEndNoteyouwillneedtoremovethefieldcodes.ClickConvertCitationsand BibliographyfromtheEndNoteribbon'sBibliographypanel.ThenselectConverttoPlainText.Word willcreateanewcopyofyourdocument,removingEndNote'sfieldcodesandleavingthefully formattedbibliography.Savethisdocumentunderanewname,andsubmitittothepublisher.
Besuretokeeptheoriginalversionofyourdocumentwiththefieldcodes,incaseyouneedtomakeanychanges: EndNotecannotworkwithadocumentthathasbeenconvertedtoplaintext,soifyouneedtomakechangesyou willhavetohavetheoriginaldocumenttoworkwith.

ChangingtheFormatofaBibliography IntheEndNoteribbon'sBibliographypanel,selecttheoutputstyleyou wanttouse.Ifyourstyleisn'tonthedropdown,pickSelectAnother Styletoseethefulllist.SelecttheappropriatestyleandclickOK.It maytakeafewsecondsforthebibliographytobereformatted. Ifitdoesn'treformatautomatically,clickUpdateCitationsand BibliographyfromtheEndNoteribbon'sBibliographypanel.


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MovinganEndNoteLibrarytoAnotherComputer
IfyouneedtomoveyourEndNoteLibrarytoanothercomputer,orwanttoshareitwithanotherEndNote user,youwillneedtomovetwoseparateparts,whichwillbelocatedinthesamefolder.Thesetwoparts areyourEndNoteLibrary,whichwillhavetheextension.enl,andafolderwiththesamenameasyour EndNoteLibrary,butwitha.Dataextension. InEndNoteX2,thesetwofilescanbecompressedintoasinglefile,whichmakesmovingthefileor attachingittoanemailmessagesimple.FromtheFilemenuselectCompressedlibrary.Youhavethe optiontoCreateacompressedlibrarywhichwillcreatethefileandsavetoyourcomputerortoCreate& Emailwhichwillopenyouremailandautomaticallyattachthecompressedlibrary.Thelibraryanddatafile willbecompressedintoasinglefilewitha.enlxextension.Toopenthisfile,simplydoubleclickit(note: therecipientmusthaveEndNoteversion9orlatertoopenthefile).

NeedMoreHelp?
CheckthehandoutEndNoteTipsandTroubleshooting,whichcoversupdatingfiltersandstyles,editing styles,customizingyourdisplay,merginglibraries,andmore.

EndNoteonlinecustomersupport: http://endnote.com/support/entechform.asp Phone:(800)336.4474 Updatesandpatchesareavailableonlineathttp://endnote.com/support/ensupport.asp.


ContactEmilyHurst,MSLSathurste@uthscsa.eduor(210)567.2466withquestionsortoschedulea consultation.

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