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The Basics
 
Creating a new EndNote library
File>> New >>give the library a name

Displaying tool bars in EndNote
Tools >>Show Toolbar >>select Main and Text Style (CWYW/Add-in toolbar requires that MS Word be open).

Inputting a new EndNote record
References >>New Reference >>Select a Reference Type (e.g., Journal Article).

Change display fields
Edit >>Preferences >>Display Fields.

Importing and exporting from databases
An EndNote library must be created before citations are exported from databases.

Ovid MEDLINE

To directly export citations from Ovid MEDLINE into EndNote**:

  1. Perform a search in Ovid and select citations to export into. Scroll down to the Results Manager.
    • Under the Results Manager on the left side of the screen, select the following:
    • Under Results >>Selected Results
    • Under Fields >>Complete Reference
    • Under Result Format >>Direct Export
    • Go to top of the Results Manager and select Action >>Save
  2. Select Export results to Endnote, Procite, or Reference Manager >>Continue. A small browser window will open:
    • Select Open with and then select Other... from the pull-down menu.
    • Select the EndNote program file. This is likely found under your computer's Program Files and will be named EndNote.exe
    • Check the box labeled Do this automatically from now on >>OK
  3. From Select a Reference Library, highlight a library >>Open. Citations will appear in the Endnote library.
  4. To show any previous references, select References>>Show All (or Ctrl key+M)

**Important Note for Users of EndNote X:

Due to an error in the EndNote X program, the following adjustment must be made to ensure that information from Ovid MEDLINE is imported properly:

  1. Select Edit >>Import Filters >>Open Filter Manager
  2. Highlight the AutoAlert (OVID) filter >> Edit >> Delete.


PubMed
There are two ways of importing citations from PubMed into EndNote:

A. Sending citations from PubMed:

  1. Perform search in PubMed and select citations to import.
  2. Change Display >>MEDLINE. Change Send to >>File. Save file onto you computer.
  3. Open an EndNote library and select File >>Import.
    1. Browse for and select the file you saved from PubMed.
    2. Under Import Options >>Other Filters. A Choose An Import Filter window will open.
    3. Scroll down and choose PubMed (NLM). Select Import.

B. Searching PubMed from within EndNote:

  1. In EndNote, select Tools >>Connect >>scroll down and select PubMed (NLM) >>Connect.
  2. Perform search and select references to copy. To select multiple references, hold down the Ctrl key.
  3. Select Copy References To and select library. References will automatically appear in the library you selected.
  4. Close PubMed search result windows.

Google Scholar

To set this feature up in Google Scholar:

  1. From the Google Scholar search page, click on the Scholars Preferences link.
  2. Scroll down to the Bibliography Manager section.
  3. Select Show Links to Import into and select EndNote from the drop-down.
  4. Click Save Preferences.

To initiate a direct export to EndNote*:

  1. Conduct your search in Google Scholar.
  2. Each record displayed will have an Import into EndNote link.  Clicking on the link will open a file download window. Select Open. This will launch Endnote.
  3. From Select a Reference Library, highlight a library >>Open. Citations will appear in the Endnote library.
  4. To show any previous references, select References >> Show All (or Ctrl key+M).

*If you are using the Windows version of EndNote X, you will first need to download the updated EndNote Import filter and save it to your Filters folder.

ISI Web of Knowledge (use Internet Explorer)
  1. Perform a search in ISI Web of Science and select citations to import.
  2. On the right side of the screen (under Mark), select Submit.
  3. Select Marked List icon at top of the screen >>select output fields >>Export to Reference Software
  4. From Select a Reference Library, highlight the library >>Open
  5. To show all references, References >>Show All (or Ctrl key+M)

Tufts Libraries Catalog

  1. In EndNote, select Tools >>Connect >>scroll down and select >>Tufts U.
  2. Perform search and select references to copy. To select multiple references, hold down the Ctrl key.
  3. Select Copy References To and select an EndNote library. References will automatically appear in the library you selected.
  4. Close the catalog search result windows.

Showing, sorting, and searching references
  • Show all references: References >>Show All. To highlight all references >>Ctrl key+A.
  • Sort by a Display Field, double-click on the field you want to sort.
  • To search for references >>References >>Search References.

Setting Up EndNote to Include PMCID and NIHMSID Numbers
(University of Wisconsin-Madison Libraries)
Beginning May 25, 2008, all NIH applications, proposals, and progress reports must include the PubMed Central reference number (PMCID) when citing an article that falls under the policy and is authored or co-authored by the investigator or arose from the investigator's NIH award. The NIH Manuscript Submission ID (NIHMSID) may be used until the PMCID is issued.

It is important to comply with this policy in its entirety. NIH has indicated that a failure to comply with this statutory requirement may delay a future grant or jeopardize future research funding. For more information and assitance please see NIH Manuscript Submission.

Printing a formatted list of citations from an EndNote library

  1. Select a citation format:
    1. Edit >>Output Styles >>Open Style Manager >>select style (e.g., J Amer Dent Assoc)
    2. To preview style, select a style and choose Style Preview under Style Info. Close Style Manager window.
    3. Selected output styles appear on the Current Style pull-down menu (see the right side of the toolbar).
  2. To print, select File >>Print.
Inserting citations into a MS Word document
An EndNote library must be open before inserting citations.
  1. Open and save an MS Word document.
  2. To insert citations, you can either:
    1. In MS Word, select Tools >>EndNote >>Find Citation(s). Search for references in any open EndNote library. Select citations >>Insert.
    2. Go into your EndNote library, select citation(s) and select the icon from the toolbar. This will automatically insert the citation(s) into your MS Word document.
Formatting a bibliography in a Word document
An EndNote library must be open before formatting a biography.
  1. In MS Word, select Tools >>EndNote >>Format Bibliography >>Browse and select a style (e.g., J Amer Dental Assoc).
  2. Change output styles by repeating the step above. This will change the in-text citation style as well as the style of the bibliography.
Importing images/figures into EndNote and inserting into Word To import images into an EndNote library, open library:
  1. References >>New Reference >>Reference Type >>Figure.
  2. Enter information about image. Under the field labeled Image, select References >>Insert Picture or Insert Object.
  3. To include a caption for the figure, use the Caption field.
To insert images/figures from an EndNote library into a Word Document:
  1. In MS Word, select Tools >>EndNote >>Find Figures. Search for images/figures in any open library.
  2. Select image/figure and Insert.

Want more information on EndNote?
Email: hhsl@tufts.edu
Phone:
1.408.987.5609
Web: Resources and Information | EndNote Technical Support from ISI (inlcudes FAQ)