{"id":3588,"date":"2014-11-24T11:59:33","date_gmt":"2014-11-24T17:59:33","guid":{"rendered":"http:\/\/www.lib.uiowa.edu\/hardin\/?page_id=3588"},"modified":"2021-08-06T11:23:41","modified_gmt":"2021-08-06T16:23:41","slug":"endnote-x7-mac","status":"publish","type":"page","link":"https:\/\/www.lib.uiowa.edu\/hardin\/endnote-x7-mac\/","title":{"rendered":"Getting Started with EndNote X7 (Mac)"},"content":{"rendered":"
\n <\/i> Print version of this page<\/a><\/p>\n

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. For more information, see\u00a0http:\/\/guides.lib.uiowa.edu\/citingsources\/HardinEndNoteDesktop<\/a><\/p>\n

Preparing your EndNote Library<\/h3>\n
    \n
  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<\/em><\/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 in Applications in Finder) 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

      <\/h3>\n

      Exploring the EndNote Library<\/h3>\n

      \"endnote<\/p>\n

      Adding References<\/h3>\n

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

        \n
      1. Run your search as usual.\u00a0 From the list of results, select the citations you want to save by clicking the Folder icon next to each citation.<\/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. 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
        \n\"export<\/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. The first time you use this method, you may see a screen indicating that your Mac doesn\u2019t know what program to use, with a prompt to select the appropriate program.\u00a0 Select EndNote<\/strong>.<\/li>\n
      7. \u00a0If you are using Firefox, your citations will import into EndNote at this time. With Chrome, you will see a small file in the lower left of your browser window; click it, and the citations will import.\u00a0 With Safari, the citation file will be sent to your Downloads folder.\u00a0 Open that folder, double click on the citation file (called deliver.ris), and it will import into PubMed.<\/li>\n
      8. 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.<\/li>\n<\/ol>\n

        <\/h4>\n

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

        Utilizing the \u201cCitation Manager\u201d option will prompt EndNote to directly import citations when you follow these instructions. Note that instructions vary according to browser (step 6).<\/p>\n

        \"en76\"<\/div>\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 Citation Manager <\/strong><\/li>\n
        4. Change the drop box to 200 <\/strong>(this way you ensur e all your citations move over) and then click Create File. <\/strong><\/li>\n
        5. The first time you use this method, you may see a screen indicating that your Mac doesn’t know what program to use, with a prompt to select the appropriate program.\u00a0 Select EndNote<\/strong>.\u00a0 You may also be prompted to choose an import filter<\/em><\/strong>. Select PubMed (NLM)<\/strong> from the list and then click Choose. <\/strong><\/li>\n
        6. If you are using Firefox, your citations will import into EndNote at this time. With Chrome, you will see a small file in the lower left of your browser window; click it, and the citations will import.\u00a0 With Safari, the citation file will be sent to your Downloads folder.\u00a0 Open that folder, double click on the citation file (which will end with .nbib), and it will import into EndNote.<\/li>\n<\/ol>\n

          <\/h4>\n

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

          With this method, 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. The file will be saved to your Downloads folder with the name pubmed_result.txt<\/strong>.<\/li>\n
          7. Open EndNote and under the File <\/strong>menu, select Import. <\/strong>You\u2019ll see a box like this:\"x7mac_import\"Click the Downloads folder in the left bar, and highlight the file you just downloaded.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 may 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

            <\/h4>\n

            Importing Citations via EndNote (Only recommended for known citations)<\/em><\/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 \"en6h\"\u00a0globe (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 \u21d2<\/strong>\u00a0[Name of your library]<\/strong><\/li>\n
            6. From the top left of your screen, select \"en6i\"\u00a0(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

              <\/h4>\n

              Adding References Manually<\/em><\/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 References\u00a0\u21d2<\/strong>\u00a0New Reference<\/strong><\/li>\n
              2. Select the appropriate Reference Type<\/strong> (ex. Journal article, book section, book, etc.)<\/li>\n
              3. Fill in the appropriate fields. Author and page number fields should be entered as follows.\n
                  \n
                • Authors must be entered one per line, so press Enter<\/strong> after each author’s name\n
                    \n
                  • Einstein, Howard G.<\/li>\n
                  • de Gaulle, Charles<\/li>\n
                  • Einstein, H G or <\/em>Einstein, H.G. (not<\/em> Einstein, HG)<\/li>\n
                  • Einstein, Albert, Jr.<\/li>\n
                  • American College of Physicians, (notice the comma at the end)<\/li>\n<\/ul>\n<\/li>\n
                  • Page numbers<\/strong> can be entered in any of the following forms, with commas between non-consecutive ranges.\n
                      \n
                    • 1492-1497<\/li>\n
                    • 1492-7<\/li>\n
                    • 124-127, 130, 191-194<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

                      <\/h4>\n

                      Adding References from PDFs<\/em><\/h4>\n

                      Article PDFs that you have saved on your computer can be imported, either singly or as a group, although the success of this function is dependent upon EndNote being able to identify the PDFs.<\/p>\n

                        \n
                      1. Open EndNote and under the File <\/strong>menu, select Import. <\/strong>You\u2019ll see a box like this:<\/li>\n
                      2. From the left side, navigate to the folder containing your PDFs, then highlight the folder or the individual PDF.\"x7mac_pdfref\"<\/li>\n
                      3. Import Option: <\/strong>Click on the down arrow next to Import Option<\/strong> and select PDF File or Folder<\/strong>.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
                      4. Click Import<\/strong>. If EndNote cannot determine the citation for the PDF, it will insert the name of the file as the title.\u00a0 Check each imported PDF\u2019s reference to make sure it is correct.\u00a0 If it is not, the reference can be manually edited to correct it.<\/li>\n<\/ol>\n

                         <\/p>\n

                        Removing Duplicates<\/em><\/h4>\n
                          \n
                        • Select Find Duplicates<\/strong> from the References <\/strong>menu. EndNote will scan the Library, and will then show duplicate references it detects.\u00a0 The duplicate citations will be shown side by side and you can select which one you would like to keep.<\/li>\n<\/ul>\n
                            \n
                          • You can change the fields EndNote uses to identify duplicates by choosing Preferences…<\/strong> from the EndNote X7 <\/strong>menu. Select Duplicates <\/strong>from the left frame. You can then select which fields EndNote will compare, and whether they need to match exactly or if EndNote should ignore spaces and punctuation. By default, EndNote compares the author, year, article title, and reference type fields.<\/li>\n<\/ul>\n

                            NOTE: The same article downloaded from different databases may have slightly different authors, titles, and even journal names (some databases do not include all authors for example, or may include a longer subtitle); EndNote will not usually recognize these as duplicates.<\/p>\n

                            <\/h4>\n

                            Set up EndNote to Find Full-Text<\/em><\/h4>\n

                            EndNote can attempt to locate the full text (PDF or HTML) of articles in your library. Full text availability is limited to journals to which the UI Libraries subscribe electronically and for which full text is available. To set up Find Full Text:<\/p>\n

                              \n
                            1. From the EndNote X7<\/strong> menu, select Preferences<\/strong>.<\/li>\n
                            2. Click on Find Full Text<\/strong> in the left frame.<\/li>\n
                            3. In the Open URL Path<\/strong> box, enter http:\/\/uilink.lib.uiowa.edu\/view\/uresolver\/01IOWA_INST\/openurl<\/li>\n
                            4. If you are using EndNote from off-campus, you will need to enter https:\/\/proxy.lib.uiowa.edu\/login beside the box labeled Authentication URL<\/strong>.<\/li>\n<\/ol>\n

                              To find full-text:<\/p>\n

                                \n
                              1. Select the desired references in your EndNote Library.<\/li>\n
                              2. From the References<\/strong> menu, select Find Full Text<\/strong>.<\/li>\n
                              3. Click OK<\/strong> on the copyright notice. EndNote will begin looking for full-text and will track its progress in the side panel.<\/li>\n
                              4. When EndNote finds a PDF, a paperclip appears in the attachment column, and the PDF appears in the File Attachments field of the reference. It also appears in the far right pane when the reference is open. To open the PDF, click the icon in the File Attachments field or click the \u201cbook\u201d icon in the lower corner of the open reference. PDFs are stored in the Endnote library’s .data file, in a folder called PDF.<\/li>\n
                              5. If EndNote can only find an HTML version of the article, a link to that version appears in the reference’s URL field.\u00a0\"x7mac_pdfview\"<\/li>\n<\/ol>\n

                                <\/h4>\n

                                Enable UILink<\/em><\/h4>\n

                                By enabling UILink in EndNote, you can easily get to the full-text of an article from the EndNote record, without attaching the PDF.<\/p>\n

                                  \n
                                1. From the EndNote X7<\/strong> menu, select Preferences<\/strong><\/li>\n
                                2. Click on URLS and Links<\/strong><\/li>\n
                                3. Paste http:\/\/uilink.lib.uiowa.edu\/view\/uresolver\/01IOWA_INST\/openurl into the box labeled ISI Base URL<\/strong>.\u00a0 You can now click OK<\/strong>.<\/li>\n
                                4. To use UILink, click on a record, then go to the References<\/strong> menu and select URL<\/strong> and then OpenURL Link<\/strong>.\u00a0 The UILink window should appear.<\/li>\n<\/ol>\n

                                  \u00a0<\/em><\/strong><\/p>\n

                                  Linking PDFs or Other Files to EndNote<\/em> References<\/em><\/h4>\n

                                  Sometimes, EndNote won\u2019t be able to locate a PDF.\u00a0 In that case, if you have the PDF, you can manually attach it.\u00a0 You can also attach other types of files to citations.\u00a0 The file can be on your own computer or on the Internet.<\/p>\n

                                    \n
                                  1. Open the reference to which you wish to link.<\/li>\n
                                  2. To link to a file on your computer, select a citation, go to the References <\/strong>menu and choose File Attachments <\/strong>and then Attach File…<\/strong>. Locate the file and click Open<\/strong>.<\/li>\n
                                  3. To link to a file on the Internet, simply type (or paste) the URL<\/strong> into the reference\u2019s URL field.<\/li>\n<\/ol>\n

                                     <\/p>\n

                                    Creating Groups<\/em><\/h4>\n

                                    Groups provide a nice way to organize your citations and group together citations on a similar topic or citations for a certain project.\u00a0 Select Create Group<\/strong> from the Groups<\/strong> menu<\/p>\n

                                      \n
                                    1. Name the group<\/li>\n
                                    2. Drag and drop citations from into your new group.\u00a0 The same citation can be in multiple groups<\/li>\n<\/ol>\n

                                      To Create a Smart Group:<\/p>\n

                                        \n
                                      1. Select Create Smart Group<\/strong> from the Groups<\/strong> menu<\/li>\n
                                      2. Set the criteria for the Smart Group.\u00a0 EndNote will automatically add any citations to the Smart Group that meet the criteria that you set here.\u00a0 Try entering a specific author, year, journal, or keyword.<\/li>\n<\/ol>\n

                                        Producing a Bibliography<\/em><\/h4>\n
                                          \n
                                        1. When EndNote is installed, it will also create an EndNote<\/strong> submenu in Microsoft Word\u2019s Tools<\/strong> menu. You can use this submenu to add, remove, or rearrange citations within the Word document.\u00a0 EndNote will renumber or re-alphabetize as necessary.<\/li>\n
                                        2. EndNote knows thousands of bibliography formats, called Output Styles<\/strong>. Select the style you want to use from the Output Styles<\/strong> submenu under EndNote\u2019s Edit<\/strong> menu. To find more styles, select Open Style Manager\u2026<\/strong><\/li>\n
                                        3. Place your cursor where you want to enter your first reference, and click Insert Citation<\/strong> in the EndNote X7 menu.\u00a0 An EndNote X7 Find & Insert My References<\/strong> window will open.\u00a0 Enter keywords and click Search<\/strong> to search through your whole library.\u00a0 A list of matching references will appear.\u00a0 Select the one(s) you want to use and click Insert<\/strong>.<\/li>\n
                                        4. EndNote will embed the citation in the desired format, and append the bibliographic reference at the end of the paper.\u00a0 This may not be instantaneous; if you have many references, you will probably first see a generic citation that looks like this: {Albretsen, 1998\u00a0 #11} for a short while before the formatted citation appears.\u00a0 If these generic citations don’t go away, or if the wrong output style is being used, see Changing the Format of a Bibliography<\/strong> in the next section.<\/li>\n
                                        5. If you need to edit a citation (such as to remove the author or year from the in-text citation or remove one citation from a group of several), click on the citation, then click on Edit Citation(s)<\/strong> from the Endnote toolbar.<\/li>\n
                                        6. Save frequently!<\/li>\n
                                        7. Remember to proofread your bibliography! There may be small formatting errors or even typos that you should correct manually.\u00a0 If you find major formatting errors, make sure you are using the correct output style.<\/li>\n<\/ol>\n

                                          \u00a0<\/em><\/strong><\/p>\n

                                          Removing Field Codes<\/em><\/h4>\n

                                          If you are submitting the document electronically\u2014especially to a publisher whose Instructions to Authors say not to use EndNote\u2014you will need to remove the field codes.\u00a0 To do this, click Convert to Plain Text <\/strong>from Word\u2019s EndNote X7 menu.\u00a0 Word will create a new copy of your document without the field codes.\u00a0 NOTE: Be sure to keep the original version of your document with the field codes in case you need to make any changes. EndNote cannot<\/em> work with a document that has been converted to plain text.<\/p>\n

                                          Changing the Format of a Bibliography<\/em><\/h4>\n
                                            \n
                                          1. In Word\u2019s EndNote X7 menu, select Configure Bibliography\u2026<\/strong> and choose the output style you want to use.\u00a0 It may take a few minutes for the bibliography to be reformatted.<\/li>\n
                                          2. If it doesn’t reformat automatically, click Update Citations and Bibliography<\/strong>.<\/li>\n<\/ol>\n

                                            Moving an EndNote Library to Another Computer<\/em><\/h4>\n

                                            If you need to move your EndNote Library to another computer, or want to share it with another EndNote user, you will need to move two separate parts, which will be located in the same folder.\u00a0\u00a0 These two parts are your EndNote Library, which will have the extension .enl, and a folder with the same name as your EndNote Library, but with a .Data extension. In EndNote X7, these two files can be compressed into a single file, which makes moving the file or attaching it to an email message simple.<\/p>\n

                                              \n
                                            1. Go to EndNote\u2019s File<\/strong> menu, select Compressed Library<\/strong> then Create<\/strong> or Create and Email<\/strong>.\u00a0 The library and data file will be compressed into a single file with a .enlx extension.\u00a0 To open this file, simply double-click it (note:\u00a0 the recipient must have EndNote version 9 or later to open the file).<\/li>\n<\/ol>\n

                                              <\/h4>\n

                                              Need More Help?<\/em><\/h4>\n

                                              EndNote\u2019s Help files contain a lot of very good information, and is generally well-written.\u00a0 Advanced users are advised to review the table of contents and read sections of interest. You can also view the EndNote page at Hardin for additional information.\u00a0http:\/\/guides.lib.uiowa.edu\/citingsources\/HardinEndNoteDesktop<\/a> As always, you can contact the Hardin Library Reference Desk (lib-hardin@uiowa.edu<\/a>, 319-335-9151) with any questions.<\/p>\n

                                              Acknowledgments<\/em><\/p>\n

                                              Thank you to Lynda Howell at UTHSCSA, who wrote the handout which formed the basis of this guide<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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