EndNote

1
EndNote

• The Basics You Will Use

2
Overview

• Creating an EndNote Library
• Inserting Citations
• Selecting Bibliographic Format
• Customizing the Bibliographic Format

3
Creating an EndNote Library

• An EndNote Library is a collection of references
  that you have built by downloading references or
  by inputting references into the library.
• These references are what build your bibliography
  in your manuscripts.
• You may have one library per manuscript or one
  library per doctor.

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Create an EndNote Library

• Open
• EndNote
• Click on
• New Library
• Icon

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Create an EndNote Library
Save As Name the Library. I call Dr. Hesss
Library Hess.enl If you have the W drive,
save it under
W//EndNote/uniquename/filename.enl
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Create an EndNote Library Inserting References

• There are two ways to add references to your
  Library
• Manually add the data
• Download the data into EndNote.

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Create an EndNote Library Inserting References
To manually add references, Click on PC
ReferencesgtNew References Mac Add Citations
Icon
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Create an EndNote Library Inserting References
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Create an EndNote Library Inserting References
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Create an EndNote Library Inserting URLs
Linking to PDFs
To Insert a URL, the easiest way is to simply
copy/paste the URL right into EndNote.
This enables you to go directly to the manuscript
on-line.
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Create an EndNote Library Create a Reference -
Linking to a PDF

• To Link to a PDF
• The PDF must be downloaded to your computer.

Hint Save the manuscript to your computer when
you insert the URL.

• In EndNote, go to ReferencesgtPDFgtLink to PDF

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Create an EndNote Library Create a Reference -
Linking to a PDF
Browse to find the manuscript file to which you
wish to link. Click Open
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Create an EndNote Library Adding References

• There are multiple ways to download references.
• I will show you two ways to do this.
• Using the Connect feature in EndNote
• Downloading from UM-MedSearch

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Create an EndNote Library Adding References
Using the Connect feature in EndNote

• Go to ToolsgtConnect
• The first time you do this, you will then select
  Connect again.
• After that, the PubMed option will also appear
  and you can select PubMed directly.

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Create an EndNote Library Adding References
Using the Connect feature in EndNote
Scroll through the options to find PubMed Click
on Connect

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Create an EndNote Library Adding References
Using the Connect feature in EndNote
Complete the search fields with as much detail as
you can. Click on Search

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Create an EndNote Library Adding References
Using the Connect feature in EndNote
You will see the number of results for your
search. If this number is too high, Cancel and
search with more specific criteria. Click on
OK to see the results

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Create an EndNote Library Adding References
Using the Connect feature in EndNote
Select as many of the manuscripts listed as you
want to download. Then click on Copy X
References To EndNote

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Create an EndNote Library Adding References
Using the Connect feature in EndNote
Specify which library you want to use a new
library, an existing library not shown, or the
library you have open

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Create an EndNote Library Adding References
Using the Connect feature in EndNote
The manuscript will download directly to your
library. If you need to download directly from
UM-MedSearch, see the next several slides

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Create an EndNote Library Adding References
from UM-MedSearch
Go to the Path Home page www.pathology.med.umich
.edu
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Create an EndNote Library Adding References
from UM-MedSearch

• Click on Libraries

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Create an EndNote Library Adding References
from UM-MedSearch
Select Taubman Library
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Create an EndNote Library Adding References
from UM-MedSearch

• Select
• UM-MEDSEARCH

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Create an EndNote Library Adding References
from UM-MedSearch

• Select Authenticated Sign-on

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Create an EndNote Library Adding References
from UM-MedSearch
Login using your Kerberos Password
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Create an EndNote Library Adding References
from UM-MedSearch

• Select the first two options
• Ovid Medline 1950 Current week
• Ovid Medline In-Process and Other Non-Indexed
  Citations.

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Create an EndNote Library Adding References
from UM-MedSearch

• Select the first two options
• Ovid Medline 1950 Current week
• Ovid Medline In-Process and Other Non-Indexed
  Citations.
• Click on Open Selected Resources

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Create an EndNote Library Adding References
from UM-MedSearch
Search for the Manuscript. I prefer to search
by Author
Limited by year
Or by Author
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Create an EndNote Library Adding References
from UM-MedSearch
If searching by Author
Select the correct Author
Then Search for Selected Terms
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Create an EndNote Library Adding References
from UM-MedSearch
Ovid will return your Results, listing the number
of total manuscripts matching your
search criteria.
Nowscroll down the Page.
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Create an EndNote Library Adding References
from UM-MedSearch
Select the manuscript(s) that you need by
clicking on the box(es) in front of the
reference
And scroll down the Page.
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Create an EndNote Library Adding References
from UM-MedSearch

• Select the following options
• Results Selected Results
• Fields Complete Reference
• Result FormatDirect Export
• Save

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Create an EndNote Library Adding References
from UM-MedSearch
Select Export Results to EndNote, Procite or
Reference Manager
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Create an EndNote Library Adding References
from UM-MedSearch

• PC Users
• The citation will export directly into
  EndNote.Check to be sure the Alternate Journal
  lists the abbreviated Journal Title. If not, add
  it.

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Create an EndNote Library Adding References
from UM-MedSearch

• Mac Users The citation will export to a
  download file called Ovidweb-.cgi
• Right click on the file
• Open
• Select the Library you want it to export into
  (e.g. Hess.enl)
• Open
• The file will be added to your EndNote Library
• Check your citations to be sure the Alternate
  Journal lists the abbreviated form of the journal
  title. If not, add it.

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Create an EndNote Library Adding References
from UM-MedSearch
Mac Users If you get this warning, Click
Download
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Create an EndNote Library Adding References
from UM-MedSearch
Right click on the ovidweb file (left box), then
click Open. Select the library into which you
wish to save the file (right box), then click
Open.
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Create an EndNote Library Adding References
from UM-MedSearch
Mac The references selected will download
into EndNote.
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Inserting Citations

• Open your Word document.
• Place the cursor where you want the citation
  inserted.
• Select ToolsgtEndNotegtGo to EndNote
• Set up your screen so you can see both your
  document and EndNote simultaneously.

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Inserting Citations

• Search for the correct reference in EndNote
• PC Click on Referencesgt Search References
• Mac Click on the Search References Icon.
• Enter the information desired I generally input
  first authors last name and year.
• Click Search

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Inserting Citations

• Select the reference you want.
• Click the Insert Citation icon.
• The citation will appear in your manuscript,
  either in draft or final format, depending on
  options selected in the Format Bibliography
  process.

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Inserting Citations
The citation will be inserted into your text
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Inserting Citations
The citation will be inserted into your text
and the reference will be added to your
bibliography at the end of your document.
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Format Bibliography

• You can format your Bibliography and Citations to
  appear in any format required.
• EndNote has an extensive list of journal formats
  set up for you. You may also custom format the
  Bibliography to match the specifications of your
  publication.

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Format Bibliography

• In your Microsoft Word document, go to
• ToolsgtEndNotegt
• Format Bibliography

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Format Bibliography

• Select the Output Style
• Click on Browse, then scroll to find the journal
  name to which you are submitting.
• Click on OK

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Format Bibliography

• Click on Layout
• Select your Font style size
• Input the title of the Bibliography, if you need
  one
• Generally, the other options are not changed.

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Format Bibliography

• Click on Instant Formatting.
• For small documents, this is great! Click on
  Enable. You can see how the final document will
  appear as you go.
• For large documents this is SLOW! Disable it!
  Format the Bibliography at the end.
• Click on OK once you are done.

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Creating a Custom Bibliographic Format

• In EndNote, Click on
• Editgt
• Output Stylesgt
• New Style

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Creating a Custom Bibliographic Format

• About this Style
• Based on input the name of the journal/book to
  which you are submitting this manuscript
• Category input an appropriate category name
  (i.e. MedicineGenetics)
• Information input information about this style
  that will help you identify it in the future.

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Creating a Custom Bibliographic Format

• Page Numbers select how you want the page
  numbers listed in the Bibliography.

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Creating a Custom Bibliographic Format

• Journal Name Select how you want the journal
  names to appear in the Bibliography.

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Creating a Custom Bibliographic Format

• Citations Click Insert Field, then select the
  appropriate field.
• Be sure to put the brackets on each side of the
  field!
• Most common are
• Bibliographic number 1 or
• Author, Year
• Hess, JL, 2004
• Use a comma separator for Bibliographic number
  style.
• Use a semi-colon for the Author-Year style.

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Creating a Custom Bibliographic Format

• Select Reference Type (Journal Article, most
  common)
• Bibliography Template Input the information how
  you want the Bibliography to appear. You need to
  be VERY careful about spaces, punctuation, bolded
  text, etc. Select fields from Insert Field.

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Creating a Custom Bibliographic Format

• Author Lists Dont change the Author
  Separators.
• Abbreviated Author Lists Select the option that
  is right for what you need. If you want to list
  only the first author, input 1 in the blank or
  more, list 1st with blank (et.al). If you want
  the list truncated with 3 authors, input 3. If
  you want all authors listed, select that option.

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Creating a Custom Bibliographic Format

• Author Names
• Select the format in
• which you want the
• names to appear.

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Creating a Custom Bibliographic Format

• Layout
• Start with
• Bibliographic , if you have a numbered citation
  style
• Author, if you have an Author, Year citation
  style.
• End
• Leave blank unless you need a blank line between
  references. If you need a blank line, select the
  paragraph symbol.
• Hanging Indent
• To indent all the lines to line up distinct from
  the numbers, select all paragraphs.
• To have all the lines even with the left margin,
  select None.

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Creating a Custom Bibliographic Format

• Sort Order
• Select the order in which you want the references
  to appear in the Bibliography.
• For numbered style, select order of appearance.
• For Author/Year, usually take the 3rd option.

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Creating a Custom Bibliographic Format

• Title Capitalization
• Select the style in which the titles should
  appear in the Bibliography.

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Creating a Custom Bibliographic Format

• Close by clicking on the X in the upper right
  corner
• Save the style.

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Creating a Custom Bibliographic Format

• Name the style
• Click Save.

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Thats the Basics!
Continue to learn more Just play with it!
See what happens.
Thank you for enduring this presentation!