EndNote Software Guide

Overview

In EndNote, you can create a separate library (file) of citations for each type of research you
conduct or you can use one large library.
Within an EndNote library, references can be sorted, edited, annotated, and reformatted in different
citation styles (e.g. APA, Chicago, MLA, etc.)
Citations can be entered into EndNote manually or they can be imported from databases such as
PsycInfo, Medline, or Web of Science. You can also search through EndNote using special
connectors or filters, but you will lose much of the functionality of the databases when you do this.
An add-in can be installed into Word or WordPerfect to allow your word processing software and
EndNote to communicate. This allows you to automatically enter citations in your text as you type
and to generate your citations and bibliography or reference list in the proper format within your word
processing software.
You can purchase EndNote from the USU Bookstore for $109.95
You can now use EndNote with Palm devices. See the EndNote user manual for more details.
For guides and tipsheets, go to http://www.EndNote.com/support/ensupport.asp

Saving Citations to Your EndNote Library: Direct Export
1. Create a new library in EndNote. Go to File>>New >>enter the name of the new library and decide
where you want to save it on your computer.
2. Search a database and save the citations you want to a folder or marked list. From here, each
database will work differently. Generally, the options to export to EndNote are in the print/email/save
options of the database. Direct Export works best with Web of Science. See the example below:
Web of Science Direct Export
1. From your marked list, select which fields you want to output. You can choose to include the
abstract and cited references, for example, but these will make your references very long.
2. Click on Export to Reference Software.
3. The export dialogue box should open
automatically. If it does not, click on the
button. Click on Open with and keep the
default ciwfile . Click OK.

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Export
4. The EndNote program will open. Select the
library where you would like to store the
citations. The program will open the file and you
will see the new citations that you just exported.
When you import records, these are the only
ones to appear in your library after the export.
To see all of your records, go to References >>
Show all references.


Note: Other databases have direct export features that follow the same procedure. Some of these
work only in Internet Explorer, and dont work as seamlessly as Web of Science. If you are not
getting the results you need, use the Save and Import feature.

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Save and Import Features
In some cases, you will need to save your citations in a format that can then be imported into EndNote.
You might be working on a remote computer or the database does not have a direct export feature. Below
are two examples of how to save and import citations from different database providers.
EBSCO Databases (PsycInfo, ERIC, etc.)
1. Conduct a search and add the records to a marked list by clicking on the folder icon next to
each record. Open your folder to see your marked list.
2. Click on Save to Disk and then on Bibliographic Manager. Be sure to unclick the Remove
these items from folder after saving in case your file does not save correctly.






3. Click on Citations in format and then click Save.


4. A web page will open. Go to File>>Save (depending on your browser, these commands will be
slightly different.) Save the file as a text file.
5. Open EndNote. Open the Library where you want to import the citations.
6. Go to File>>Import.
7. In the Import dialogue box, find
the text file of citations that you
saved and select it for Import
Data File.
8. Find the name of the correct
database and select it for Import
Option. It must be the database
from the specific provided (e.g.
EBSCO, Cambridge Scientific
Abstracts, etc.)
9. Click on Import. The files should
appear in your EndNote library.

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Cambridge Scientific Databases
1. Conduct a search and save the citations you want to the marked list. Open your marked list and
click on Save, Print, Email.
2. Click on Save.
3. When the Save dialogue box opens,
either save the file or open the file and
save it as a text file.
4. Open EndNote. Go to File>>Import and
follow the same instructions as in Steps
7-9 above. Be sure to select the correct
database and provider.

Troubleshooting Save and Import Features
1. Sometimes citations do not import cleanly. Fields are not tagged correctly and data ends up in the
wrong field or disappears entirely. You can see how EndNote is interpreting the fields for each
database import filter. Go to Edit>>Import Filters>>Open Filter Manager.



Find the filter for the database you are using. Go to Templates. From this screen you can edit the
different types of references by selecting the Reference Type from the drop down menu on the
right, then selecting the tag that you need to edit. Each tag is connected to a field. You can
change the field by deleting the current field and then clicking Insert Field. You will get a list of
fields to enter. You can also check to see if the default Reference Type matches the kinds of
references you would like to import by clicking on Reference Type on the menu on the left.



2. Sometimes EndNote does not include a filter for the database you are using, or they have
updated a filter since you purchased the software. To download a filter that is not on your
EndNote list, go to http://www.EndNote.com/support/enfilters.asp
Writing a Paper using EndNote Cite While You Write Capabilities

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EndNote can be used with Word or WordPerfect to create citations and generate a bibliography or
reference list. This is done by inserting and activating add-in programs in your word processing software.
When installing EndNote, you should choose to install the Word Processor Add-in files. After installing
EndNote, check the installation by opening Word or Word Perfect and clicking on Tools ... EndNote.

Cite While You Write in Word

1. Open the EndNote library that you will use
(such as APA, MLA, or Chicago). Go to Edit
... Output Style ... Open Style Manager.
Search the list and choose the appropriate
style.
2. Begin drafting your paper. When you wish to insert a citation, go to EndNote and
highlight the citation(s) you want to cite. You can also go to EndNote from Word by
choosing Tools ... Go To EndNote or Tools ... Find Citation (to search for a citation).
3. Return to Word and select Tools ... Insert Selected Citation(s). Or click on the Insert Citation icon in
the Endnote Toolbar. EndNote will insert an in-text citation and generate a full citation for the
bibliography or reference list.
4. Continue to write, inserting citations as necessary. Your bibliography or reference list will be updated
automatically.
5. Be aware that you can unformat your bibliography by choosing Tools ... Unformat Citation(s).
6. Always check your citations and reference list for proper format.

Troubleshooting Bibliography Formatting

After formatting your document, check the reference list to see if citations have been properly formatted. If
you find an error, you have three options for making corrections:

1. Edit the citation in the paper. Click on the reference text and make the correction. The text may
appear highlighted in gray, but you can still make changes.

2. Check to see if the record for this item should be edited or modified. If the information in the record is
not placed in the various fields properly, the reference will not format properly. When this is the
case, it is best to modify the record because the correction will be permanent. Select the record from
your working library, make the changes, and exit your changes will be saved when you exit the
record. You must then unformat your citations in Word and reformat to incorporate the change.

3. Check to see if the
template should be
modified. If every instance
of a particular type of
citation (e.g., journal
articles) is formatting
incorrectly, you may need
to modify the bibliography
template for that type of citation. To do this, go to Edit >>Output Styles >>Open Style Manager.
Highlight the style you wish to modify and click the Edit button. Choose Bibliography templates
from the left-hand column. Select the reference type you wish to modify. Decide whether you wish to
permanently modify the existing file or if you wish to save your modifications under a new style name.
Choose either Save (for permanent modification) or Save As to designate a new style.


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