**Important news about EndNote 8 - X4**

Bibliographic records with a publication date of 2010 or later will not import the year data into versions of EndNote older than X3 and X4. While all other data for the reference imports correctly, the year must be added manually - or - follow the instructions available at: http://www.endnote.com/support/Faqs/Import/faq20.asp

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 use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select Export.
3. In the "Export Citation List" window:
   • Under the Export to pull-down menu>>EndNote
   • Under Select Fields to Display>> select Complete Reference
   • Select >>Export Citation(s)
4. 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
5. From Select a Reference Library, highlight a library >>Open. Citations will appear in the Endnote library.
6. To show any previous references, select References>>Show All (or Ctrl key+M)

*For EndNote X3 users, you will need to download and save the OvidSP MEDLINE import filter. The OvidSP MEDLINE filter is available at: http://www.endnote.com/support/enfilters.asp

Google Scholar

1. From the Google Scholar search page, click on the Settings icon, located on the upper right-side of the screen. 
2. Under Bibliography Manager, select Show links to import into and select EndNote from the drop-down menu. Click Save.
3. Conduct your search in Google Scholar.
4. Each record displayed will have an Import into EndNote link.  Click on the Import into EndNote link.
5. If prompted, select the EndNote program file. Select the option to always open the file using EndNote.
6. The referene from Google Scholar should open in EndNote.

Google Books

1. Perform a search in Google Books and select a result.
2. Within the Google Book record, click the About this Book link (located on the left side of the screen).
3. Scroll to the bottom to see the Export Options tab.
4. Click the EndNote tab. A small browser window will open:
• Select Open with and then 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
5. From Select a Reference Library, highlight a library >>Open. Citations will appear in the Endnote library.
6. To show any previous references, select References>>Show All (or Ctrl key+M)

LexisNexis

1. Perform a search in LexisNexis and use the checkboxes to select individual references.
2. Scroll up to the top of the list of references and select the icon located on the right-side of the tool bar.
3. An "Export Bibliographic References" window will open:
   • Under Export Type, select >>Download Bibliographic Data for other generators, e.g. EndNote
4. Click the Export button. A small browser window will open:
• Select Open with and then 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
5. From Select a Reference Library, highlight a library >>Open. Citations will appear in the Endnote library.
6. To show any previous references, select References>>Show All (or Ctrl key+M).

PubMed*

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

A. Sending citations from PubMed:

1. Open an EndNote library. Perform search in PubMed and select citations to import.
2. Click on Send to, which is located on the upper right side of the screen. Select Citation manager and then Create File.
3. Select Open with and select the EndNote program file. This is likely found under your computer's "Program Files" folder and will be named "EndNote.exe". Check the box labeled Do this automatically from now on, then select OK.
4. EndNote will open a "Choose an Import Filter" window. The PubMed (NLM) filter will be highlighted. Select Choose. Citations will now appear in the Endnote library.

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.

*Note:The PubMed connection file included with EndNote X4.0.2 for both Windows and Mac places the full journal name in the Journal field rather than the abbreviated journal name. Click here to download a new PubMed connection file.

1. Perform a search in Web of Science and use the checkboxes to select individual references.
2. At the top (or bottom) of the results list, select the Save to EndNote, RefMan, ProCite button.
3. 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
4. From Select a Reference Library, highlight a library >>Open. Citations will appear in the Endnote library.
5. To show any previous references, select 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.

• 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

Note: APA 6th Style Update Instructions for EndNote 8, 9, X, X1, X2 and X3

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.

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.

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.

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.

1. In MS Word, select Tools >>EndNote >>Find Figures. Search for images/figures in any open library.
2. Select image/figure and Insert.

Transferring References from EndNoteinto RefWorks

Login to your RefWorks account and open your EndNote library. Then:

1. In your EndNote library, select File >> Export. Leave the type at "Text File" but change the output style to "RefMan (RIS) Export". Save the file to your computer.
2. In RefWorks, select References >> Import (note: ignore the "Import from EndNote" option)
3. Under Import Filter/Data Source choose "Desktop Biblio. Mgt. Software". Under Database choose "EndNote Windows RefMan (RIS) Export".
4. Browse for and choose the text file you saved from EndNote and select Import.

Transferring References from RefWorks into EndNote

Note: Only EndNote versions X and higher will allow you to transfer references from RefWorks.

Login to your RefWorks account and then:

1. Select References >> Export
   
2. Select which references to include >> under Export Format, select RefWorks Tagged Format
   
3. Select Export to Text File. A new window or tab will open displaying references in text format.
   
4. From your web browser select File >> Save Page As...>> name and save the text file.
   

Open up the EndNote library in which you will transfer the references from RefWorks. Then, in your EndNote library:

1. Select File >> Import
   
2. Browse for and select the text file exported from RefWorks.
   
3. Under Import Options >>choose RefWorks Import
   
4. Select Import.

Want more information on EndNote?
Email: hhsl@tufts.edu
Phone: EndNote Technical Support1-800-336-4474
Training: Product Training
Web: EndNote Technical Support from ISI (inlcudes FAQ)