{"id":3161,"date":"2014-04-07T09:11:41","date_gmt":"2014-04-07T14:11:41","guid":{"rendered":"http:\/\/www.lib.uiowa.edu\/hardin\/?page_id=3161"},"modified":"2021-08-06T11:14:31","modified_gmt":"2021-08-06T16:14:31","slug":"endnote-x5","status":"publish","type":"page","link":"https:\/\/www.lib.uiowa.edu\/hardin\/endnote-x5\/","title":{"rendered":"Getting Started With EndNote X5"},"content":{"rendered":"

Print Version<\/a> \"PDF<\/p>\n

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What is EndNote?<\/h3>\n

EndNote is a software program that helps you organize references and create properly formatted bibliographies. References can be imported from online databases or can be typed in by hand. EndNote works with Microsoft Word to produce bibliographies and embedded references in hundreds of available styles. EndNote also makes it easy to change the style of your references.<\/p>\n

For more information, see http:\/\/www.lib.uiowa.edu\/hardin\/endnote<\/a><\/p>\n

Preparing your EndNote Library<\/h3>\n
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  1. Open EndNote. If the Get Started with EndNote screen appears, select Create a new EndNote Library<\/strong> and click OK<\/strong>. Otherwise, from the File <\/strong>menu, select New…<\/strong>.<\/li>\n
  2. Give your new library a name and save it in a location that makes sense to you.<\/li>\n<\/ol>\n

    Installing EndNote\u2019s List of Medical Journal Titles and Abbreviations<\/h4>\n

    Installing this list allows EndNote to move back and forth between full journal titles and abbreviations.<\/p>\n

      \n
    1. Under EndNote\u2019s Tools <\/strong>menu, select Define Term Lists<\/strong>, then click on Journals<\/strong>.<\/li>\n
    2. Click the Import List <\/strong>button. Navigate to the folder where EndNote is installed (usually C:\\Program Files\\EndNote) and open the Term Lists<\/strong> folder.<\/li>\n
    3. Double click on medical.txt<\/strong>.\u00a0 After the terms are installed, click OK<\/strong>.<\/li>\n<\/ol>\n

      Exploring the EndNote Library<\/h3>\n

      \"\"<\/p>\n

      Adding References<\/h3>\n

      Importing Citations Directly from Databases (ex. EBSCO)<\/h4>\n

      Most online databases offer an Export feature that allows you to transfer citations directly into an EndNote library. The steps may vary slightly between databases. The following steps work in EBSCO databases (such as CINAHL and Academic Search Elite).<\/p>\n

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      1. \"AddRun your search as usual.\u00a0 From the list of results, select the citations you want to save by clicking the \u201cAdd to Folder\u201d link.<\/li>\n
      2. Click the folder<\/strong> icon \"Folder\"\u00a0near the top right hand side of the screen.<\/li>\n
      3. Select the items in the folder.<\/li>\n
      4. Near the right hand side of the screen, select the \u201cExport\u201d option.
        \n\"Select<\/li>\n
      5. Make sure that \u201cDirect Export to EndNote, ProCite, CITAVI, or Reference Manager\u201d is selected and then, check the \u201cSave\u201d button on the left side of the screen.<\/li>\n
      6. Your browser may prompt you to pick a program to open the file with. Select EndNote from the available options.
        \n\"Select<\/li>\n
      7. The imported citations will appear in your EndNote Library in a special group called Imported References<\/strong>.\u00a0 You may want to move them to a group at this time. NOTE: The export feature may have different names in different databases. Look for options like \u201cdirect export,\u201d Send to EndNote,\u201d or \u201cExport to Reference Software.\u201d<\/li>\n<\/ol>\n

        Importing Citations using PubMed\u2019s Citation Manager (works with up to 200 citations)<\/h4>\n

        Utilizing the \u201cCitation Manager\u201d option will prompt EndNote to directly import citations when you follow these instructions.<\/p>\n

          \n
        1. Check the boxes to the left of the citations you wish to move into EndNote.<\/li>\n
        2. Click the Send to<\/strong> link near the top right of the screen. \"Click<\/li>\n
        3. Select Citation Manager <\/strong><\/li>\n
        4. Change the drop box to 200 <\/strong>(this way you ensure all your citations move over) and then click Create File. <\/strong><\/li>\n
        5. When prompted, select Open File. <\/strong><\/li>\n
        6. You may see a screen that says Windows Can\u2019t Open this File. <\/strong>Don\u2019t worry. Check the box that says Select a program from a list of installed programs<\/strong> and then select EndNote<\/strong> (NOTE: You will see an option to tell your computer to always use EndNote to open these types of files so it\u2019s easier to do in the future).<\/li>\n
        7. You will be prompted to Choose an Import Filter<\/strong>. Select PubMed (NLM)<\/strong> from the list and then click Choose. <\/strong>You citations will import into EndNote at this time.<\/li>\n<\/ol>\n

          Importing Citations using an Import Filter (ex. PubMed when you have > 200 citations)<\/h4>\n

          PubMed is one of the few major databases that cannot export references directly to EndNote. Instead, you must save your citations as a text file and then import them into EndNote.<\/p>\n

            \n
          1. Check the boxes to the left of the citations you wish to move into EndNote.<\/li>\n
          2. Click the Send to<\/strong> link near the top right of the screen.<\/li>\n
          3. Select File<\/strong>.<\/li>\n
          4. Under Format<\/strong> select MEDLINE. <\/strong><\/li>\n
          5. Click the Create File<\/strong> button.<\/li>\n
          6. Now, save the file to your desktop or another easy to remember location.<\/li>\n
          7. Open EndNote and under the File <\/strong>menu, select Import. <\/strong>You\u2019ll see a box like this:\"Import\"Import Data File:\u00a0<\/strong>Click\u00a0<\/span>Choose File\u2026\u00a0<\/strong>to locate the text file you saved from PubMed.Import Option: <\/strong>Click on the down arrow next to Import Option<\/strong> to see filters that have been used before. Select the database from which you downloaded your citations. If the database you need isn\u2019t there, click Other Filters <\/strong>and select the desired database.Duplicates: <\/strong>This lets EndNote know what to do if it finds identical citations. If you choose Discard Duplicates<\/strong>, it will ignore any citations that already exist in the library. If you choose Import All<\/strong>, see Removing Duplicates below to locate and remove duplicates later.<\/li>\n
          8. Click Import<\/strong>. You\u2019ll probably see EndNote counting citations.\u00a0 Note:<\/em> If your file is downloaded as one big citation, they probably weren’t saved in the correct format: download them again, being sure to save them in the MEDLINE format.\u00a0 If it still doesn\u2019t import properly, you may need to update the filter.<\/li>\n<\/ol>\n

            Importing Citations via EndNote (Only recommended for known citations)<\/h4>\n

            If you have a list of citations from PubMed, you can use EndNote to find them and add them to your library. It is not a good idea to search for articles on a given topic with EndNote, though.<\/p>\n

              \n
            1. VERY IMPORTANT: Click on the \"globe globe (aka Online Search Mode<\/strong>). If you skip this step, every citation your search pulls up will automatically be added to your library whether you want them there or not.<\/li>\n
            2. Select PubMed<\/strong> from the left hand side of the screen.<\/li>\n
            3. Enter the Author, Year, <\/strong>and change the last drop box to Journal<\/strong> before entering the name of the journal you need (You can also change the drop box to PMID<\/strong> if you have one).<\/li>\n
            4. Click the Search <\/strong>button.<\/li>\n
            5. When you find the citation you want, highlight it by left clicking and then right click the citation and select Copy References to <\/strong>\u00e0 [Name of your library]<\/strong><\/li>\n
            6. \"icon\"From the top left of your screen, select \"icon\" (aka Integrated Local Library & Online Search Mode<\/strong>). You will be asked if you want discard all online references. Click OK. <\/strong><\/li>\n
            7. The references you have added will show up under the Copied References<\/strong> in you left-hand menu bar.<\/li>\n<\/ol>\n

              Adding References Manually<\/h4>\n

              Occasionally you will want to add a reference to your Library by typing it in, rather than by downloading. Here are some tips:<\/p>\n

                \n
              1. Open your database and select New Reference\u2026<\/strong> from the References<\/strong> menu.<\/li>\n
              2. Select the appropriate Reference Type<\/strong> (ex. Journal article, book section, book, etc.) EndNote will mark fields needed for that type (editors\u2019 names, chapter authors\u2019 names, etc.).<\/li>\n
              3. Fill in the appropriate fields. Author and page number fields should be entered as follows.\n