EndNote Workshop

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EndNote Workshop Workbook

• College of Medicine
• Medical Library
• August 2004

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For later consultation

• Slide 6. EndNote web site for manual, filters,
  EndNote listserv, handouts, etc.
• Slide 8. Create EndNote Library
• Slide 10. Type in references to your EndNote
  Library
• Slide 11.. Using the PubMed Search Box to
  Connect to PubMed
• Slide 15.. Import references from .txt files
  from PubMed and PsycINFO
• Slide 23.. Direct export search from Web of
  Science (resource is linked back to WOS)
• Slide 31.. Direct export search from OVID
• Slide 35.. Creating bibliographies using
  specified Output style
• Slide 39.. Editing Output Styles
• Slide 43.. Linking pdfs and/or images to
  references in EndNote
• Slide 46.. Creating and using custom fields
• Slide 51.. Cite while you write
• Slide 57.. Journal term lists
• AppendixCopy of instructions from another
  library website that describes journal term
  lists in detail

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What is EndNote and what does it do?

• EndNote is an application much like Word and
  Excel, except it provides a way to store
  references in files called EndNote Libraries
• EndNote provides a way to put your favorite
  references into an EndNote Library that you can
  then transfer into a specific format, such as the
  APA format or the format of a specific journal.
• References from EndNote can be exported from an
  EndNote Library and printed in any specified
  format for a handout or bibliography.
• EndNote can link to image files or pdfs on your
  desktop from a reference.

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Goals for Workshop

• How to create your own EndNote Libraries by
  typing in references or importing references from
  Medline or other library databases
• How to create formatted references and reference
  lists for articles/bibliographies using a
  specific format
• How to do some troubleshooting with import
  filters, output styles and capturing from
  databases so you can make EndNote fit your needs
• How to find creative uses for this very flexible
  information management program

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Workshop outline

• Overview of EndNote and similar programs
• Defining terms used in EndNote
• Navigating EndNote
• Create some EndNote Libraries
• Populate EndNote Libraries using all four methods
  to input references
• Link to full articles and image files from
  EndNote
• Format references to output style preference
• Wrap-up

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The EndNote website -- you can locate new
filters, new output styles, the entire 600-page
manual, and access the archives of the EndNote
listserv from
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Now, you are ready to create your own EndNote
Libraries a Library is a file of references.
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• Open EndNote where you will see a list of your
  current EndNote libraries. Since you are just
  starting out, you may not have any libraries
  created already. Therefore, well create some
  right now.
• Press the cancel button which will close this
  little window.
• Under the File select New.
• Create a file name (or new EndNote Library)
  called Knee_pain.enl
• Create another new EndNote Library called
  Diabetes_education.enl
• Create another new EndNote Library called
  Test_library.enl

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Adding references

• By keyboard
• By using Connect feature to type in search into
  search form, while connecting to a database such
  as PubMed
• By saving a search in a specific format and file
  type (.txt) while in PubMed or other database for
  later import into EndNote
• By exporting directly while in OVIDs MEDLINE or
  Web of Science

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1. Adding citations via keyboard

• Once you have created the new Library called
  Knee_Pain.enl, open the library and add a
  reference.
• Again, adding citations to your new EndNote
  Library may be done via keyboard or by importing
  into EndNote from a database such as PubMed, OVID
  or PsycInfo.

• Type a new reference by Edward J. Frank, My knee
  is a pain in the foot,
• published in Journal of Pain Management, July
  2004, volume 4, issue 3,
• pages 2-18.
• Type the author as Frank, Edward J. and Edward J.
  Frank to see how EndNote
• handles input.

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2. Connect feature First select vendor for
search via connection files under Edit menu.
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Next, go to Tools and select PubMed from
Connect menu and type in search
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Once the references are collected from the PubMed
search, you may copy them into one of your
EndNote Libraries
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Now, do one on your own

• In the search fields, type in Brander in the
  author field and type in Predicting total knee
  replacement pain in the title field.
• Import the reference you locate into your
  Knee_pain.enl library.

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3. Import groups of references using PubMED,
OVID, PsycINFO and Web of Science

• Each of the above resources (and many others)
  provide a way to e-mail, print, and save lists of
  references.
• If you save a list of references in the correct
  format that EndNote understands, you will then be
  able to import the references directly into
  your EndNote Library.
• Conduct the search, save in a format EndNote
  understands and import into EndNote from specific
  resource (PubMed, OVID, PsycINFO, etc.)

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• Type knee pain treatment in search line.
• Press Go button.

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• Select 10 references by checking the box at the
  left of each reference of interest.
• Click Display and select MEDLINE
• Select File at Send To pull down menu and
  name the file with .txt extension.

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Import into EndNote Library

• Open the Knee_Pain EndNote Library and from
  File pull-down menu, select
• Import.
• At the Import screen, you will select the
  Import format and choose the file you
• just downloaded from PubMed.
• 3. Select the Knee Pain.txt file and click on
  the Import button.

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Display preferences

• Open your Knee Pain Library and sort by author,
  year, title and journal.
• Go to the Edit pull-down menu and select
  Preferences.
• Change the fields you want to display in your
  window so you display
• your custom 1 field.

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Searching and saving in CSAs PsycINFO (same
process as you used in your PubMed search)
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Save as a .txt file
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4th method for adding references to EndNote
Direct Exports

• As noted earlier, practically all databases have
  either buttons for saving searches or direct
  exporting.
• Web of Science and OVID make it so easy to
  directly export search results into EndNote that
  we will do a couple of very quick searches as
  examples.

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Web of Science search Web of Knowledge (ISI Web
of Science) on our scroll down menu
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Entry screen click on Web of Science
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Select publication years and sections of Web of
Science, and click General Search button
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Type Knee AND pain AND treatment, and check
box for title only
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Mark any or all of the references and press the
submit key. When the screen refreshes, click
on the link to go to the marked reference list
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Check off abstract, keywords and then, click
export to reference software
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Web of Science search and export
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This takes you next to EndNote for your import
into one of your EndNote Libraries.
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On to OVID

• Locate Medline (OVID) in Medical Library scroll
  down menu
• Select the first option on the OVID menu Ovid
  Medline, 1996-Aug 2004
• Click off map to box
• Type search statement knee pain and check box to
  limit to English language, 2002-2003 publication
  years.
• Select all references to export.

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Check radial button for abstract and subject
headings, Direct Export and click Save button.
You can either select specific references or take
them all.
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Check radial button direct export results
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You will be prompted to name an EndNote Library
and for import format choose MEDLINE (OVID)
format
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Creating a bibliography

• You can search your database by author or keyword
  or any other portion of your Library.
• Once you have retrieved the reference or
  references you are looking for, it is time to
  format them in an Output style.

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Searching EndNote

• Pull up search screen by accessing your Knee_Pain
  Library and locating
• search references under the References
  pull-down menu.
• 2. Search osteoarthritis.

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Selecting Output format for bibliography

• Locate the Output format for the Diabetes journal
  (via Edit and Output Styles)
• Select Diabetes in the menu above your list of
  EndNote references

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Creating a bibliography of the references you
located from your search of EndNote Library an
exercise

• Go to the Edit pull-down menu and select Output
  Style.
• Select Diabetes.
• Select some (or all) of the osteoarthritis
  references you located during your search of your
  Knee_pain EndNote Library.
• Next, go to the File pull-down menu and select
  Export.
• You will be asked for a file name with a .txt
  extension
• Save and open the file in Word.
• You have created a bibliography of your selected
  references in the format
• required for the Diabetes journal.

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You can edit Output styles

• Note that you may not want to or need to, but it
  is possible to create an entirely new output
  style to your specifications.
• Sometimes journals change style so you can go to
  the EndNote website and look for changes to copy
  into your Output Style folder.

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Editing Output styles
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You can edit Import filters

• For the brave and/or desperate, you can edit the
  import filters or create new import filters for
  your own delimited files.
• Import filters sometimes need to be updated due
  to vendor changes. EndNote posts new filters on
  its customer service website for download and
  copying to your Import folder (recent example is
  PubMed).

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Linking from your EndNote Library

• Depending on the service you download from (Web
  of Science, for example), you may be provided
  with a link that will take you back to the
  service from your EndNote Library.
• You may also create links especially for pdf
  files of full articles saved to your desktop.
• Try to link a full pdf article to your database.

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• 1. Locate the article Predicting total knee
  replacement pain by Brander in your EndNote
  database.
• Retrieve the pdf of this article via your search
  of the Medical Library webpage. Clin Orthop,
  2003, issue 416, pages 27
• Save the article as a pdf in your EndNote folder
• Open the Batra reference and go to the URL field
  in the reference
• Open the pull-down menu under Reference and
  click on Link To.
• Link to the article you just saved as a pdf.
• This works for images also. If you would like to
  practice, use the image in the Examples Folder in
  EndNote.

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Links to pdf to open this later, open
reference, go to references menu and click
link to
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You try it!

• 1. Open a new Web of Science (WOS) session.
• 2. Search diabetes AND elderly AND prevention
• 3. Select 10 references by clicking on box to
  mark.
• 4. Go to Marked list (right-hand side of screen)
• 5. Export from WOS to EndNote and import into
  your database.
• 6. Search for duplicates.
• 7. Delete duplicate references.
• 8. Locate one article you want to save and save
  it as a pdf
• in EndNote folder.
• 9. Create a link to the pdf article.
• SUCCESS! You have now done a search, imported
  references,
• located duplicates, deleted duplicate references,
  located a full
• article via the Library webpage, and linked to it
  via your EndNote database.

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New trick to create customized fields you can
create fields and put in terms that you know you
want to do searches on later
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Adding text to custom field
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You can now search or sort on these words
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Stuff you dont want to know editing connection
files to vendors
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Other uses for customized fields

• Adding keywords
• Adding source of references
• Others?

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Cite while you write

• Open your Word document
• Go to Tools and Select EndNote
• Select the Output format that you want to use for
  your publication or paper
• Select your EndNote Library and specific
  reference
• Select Cite while you write under tools and
  insert reference.

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Start EndNotes in Word
EndNote Tool Bar under View Toolbars
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Select reference from your library

• Cursor on spot
• In EndNotes
• With Library open
• Select reference
• Cite While You Write menu
• Insert Selected Citation
• Citation and reference appear

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Format Citations to APA

• Cite While You Write Menu
• Format Bibliography
• Pick APA Published format
• If not listed
• File Menu
• Output Styles
• Open Styles Manager
• Check APA Published

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A final word on journals

• There are three term lists in EndNote authors,
  keywords and journals. This is to provide a way
  to search and display in consistent ways.
• Your preference may be to include the entire
  journal title or an abbreviation.
• The following provides some guidance for
  establishing and maintaining a useful list of
  journals and their abbreviations.

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Next, load supplied journal abbreviations just
to make life a little easier

• From Tools menu, select Open Term Lists and then
  Journals Term List.
• Delete all existing terms.
• Click on Lists tab and highlight Journals List.
• Click Import List and you can select
  pre-determined journal lists from chemistry,
  medicine and humanities (screen shot follows)

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EndNote formats for journals
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Congratulations!

• Youve learned a lot about many of the features
  of EndNote
• It is a complex program and if you would like to
  learn more about a specific aspect, please let us
  know.
• Remember that the EndNote website includes a
  wealth of quality resources, plus links to many
  library handouts and tutorials.