22
Additional Resources Endnote Tutorial Library and Online User Manual Go to http://endnote.com/ and click on the Training tab to watch videos or read the manual on how to use EndNote. To Request EndNote: Send an email with the subject “Requesting EndNote” from your AMC Outlook account to [email protected] with the following information: Name, Department, and Telephone Number. An email confirmation will be sent to you with instructions for downloading and installing the software. To Learn How to Use EndNote: Contact the Library to schedule a tutorial/class at 518-262-5532 or send an email to [email protected] www.amc.edu/Academic/Schaffer | [email protected] | 518-262-5532 Request a Training Session Traci Tosh Phone: 262-1300 Email: [email protected] Matthew Cassidy Phone: 262-5569 Email: [email protected]

Additional Resources Endnote Tutorial Library and Online User

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Page 1: Additional Resources Endnote Tutorial Library and Online User

1

Additional Resources

Endnote Tutorial Library and Online User Manual

Go to httpendnotecom and click on the Training tab to watch videos or read

the manual on how to use EndNote

To Request EndNote Send an email with the subject ldquoRequesting EndNoterdquo

from your AMC Outlook account to LibraryTechHelpmailamcedu with the

following information Name Department and Telephone Number An email

confirmation will be sent to you with instructions for downloading and installing

the software

To Learn How to Use EndNote Contact the Library to schedule a tutorialclass

at 518-262-5532 or send an email to Librarymailamcedu

wwwamceduAcademicSchaffer | librarymailamcedu | 518-262-5532

Request a Training Session

Traci Tosh

Phone 262-1300

Email

toshtmailamcedu

Matthew Cassidy

Phone 262-5569

Email

cassidm1mailamcedu

2 wwwamceduAcademicSchaffer | librarymailamcedu | 518-262-5532

In this EndNote Guide

EndNote

How do I start

PC | Mac | Online

What is Match

Online

Importing Citations from PubMed

PC | Mac | Online

Finding Full Text

PC | Mac | Online

Importing Citations from Web of Science

PC | Mac | Online

Creating Groups

PC | Mac | Online

Manually adding a reference

PC | Mac | Online

How do I change the bibliographic style

PC | Mac

To sync EndNote Online to EndNote

PC | Mac

Cite While You Write (CWYW)

PC | Mac | Online

Access to Schaffer Library Online Catalog

EndNote Advanced (PCOnline Only)

Share Citation Groups Options for Modifying Your Bibliographic Style

To capitalize a citations subheading

To substitute fields in the bibliography

To add text to the field

Unshare Citation Groups

Emailing and EndNote Library

Access to Additional Bibliographic Styles To View or Modify Your Author Journal or Journal List

Tips with EndNote and Word

To Modify the EndNote Bibliography in Word

To Switch Between the EndNote Desktop and EndNote versions in Word

3

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

Creating a new library

1 Start the EndNote program

2 Go to FileNew and create a new library

3 Name the library and click Save

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Opening an existing library

1 Start the EndNote program

2 Select the file name to open and click OK

Note EndNote will automatically open the last EndNote Library accessed unless di-

rected otherwise

Importing Citations from PubMed 1 Open the appropriate EndNote Library

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your EndNote Library should open and the citations will automatically import into

EndNote

Back to Index

4

To sync EndNote Online to EndNote 1 Open EndNote (desktop version)

2 Click the Edit tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Ok and then Ok again

Importing Citations from Web of Science 1 Open the appropriate Endnote Library

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote online

4 Select EndNote desktop

5 Select the Record Content you want from the dropdown option in the pop-up win-

dow and click Send

6 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save

the changes made to the reference click ldquoyesrdquo The reference has now been added

to your library

Back to Index

5

Access to Schaffer Library Online Catalog

1 Go to httpendnotecom and click on the Downloads tab

2 Select Connections

3 Type Albany into the search box and click Apply

4 From results list select Albany Medical College Library

5 Click Download and follow the instructions located on the left side of the screen

Finding Full Text 1 Click on Edit then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Apply

4 Select the citations you want to find full text for or have EndNote search for the full-

text of all the citations in your library

Note EndNote only searches 250 citations at a time for Full-Text

5 EndNote will automatically attach any article PDFs that it finds to the appropriate

reference in EndNote

Back to Index

6

How do I change the bibliographic style 1 From the Endnote Online ribbon click the down arrow where it says Style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click on Update Citations and Bibliography Citations will now display according to

the selected style

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight what references you want to put in the group and drag those references into

the group folder (or double-click on the group folder name and copypaste them into

the group)

4 Repeat steps 1-3 till desired number of groups are created

Back to Index

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 2: Additional Resources Endnote Tutorial Library and Online User

2 wwwamceduAcademicSchaffer | librarymailamcedu | 518-262-5532

In this EndNote Guide

EndNote

How do I start

PC | Mac | Online

What is Match

Online

Importing Citations from PubMed

PC | Mac | Online

Finding Full Text

PC | Mac | Online

Importing Citations from Web of Science

PC | Mac | Online

Creating Groups

PC | Mac | Online

Manually adding a reference

PC | Mac | Online

How do I change the bibliographic style

PC | Mac

To sync EndNote Online to EndNote

PC | Mac

Cite While You Write (CWYW)

PC | Mac | Online

Access to Schaffer Library Online Catalog

EndNote Advanced (PCOnline Only)

Share Citation Groups Options for Modifying Your Bibliographic Style

To capitalize a citations subheading

To substitute fields in the bibliography

To add text to the field

Unshare Citation Groups

Emailing and EndNote Library

Access to Additional Bibliographic Styles To View or Modify Your Author Journal or Journal List

Tips with EndNote and Word

To Modify the EndNote Bibliography in Word

To Switch Between the EndNote Desktop and EndNote versions in Word

3

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

Creating a new library

1 Start the EndNote program

2 Go to FileNew and create a new library

3 Name the library and click Save

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Opening an existing library

1 Start the EndNote program

2 Select the file name to open and click OK

Note EndNote will automatically open the last EndNote Library accessed unless di-

rected otherwise

Importing Citations from PubMed 1 Open the appropriate EndNote Library

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your EndNote Library should open and the citations will automatically import into

EndNote

Back to Index

4

To sync EndNote Online to EndNote 1 Open EndNote (desktop version)

2 Click the Edit tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Ok and then Ok again

Importing Citations from Web of Science 1 Open the appropriate Endnote Library

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote online

4 Select EndNote desktop

5 Select the Record Content you want from the dropdown option in the pop-up win-

dow and click Send

6 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save

the changes made to the reference click ldquoyesrdquo The reference has now been added

to your library

Back to Index

5

Access to Schaffer Library Online Catalog

1 Go to httpendnotecom and click on the Downloads tab

2 Select Connections

3 Type Albany into the search box and click Apply

4 From results list select Albany Medical College Library

5 Click Download and follow the instructions located on the left side of the screen

Finding Full Text 1 Click on Edit then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Apply

4 Select the citations you want to find full text for or have EndNote search for the full-

text of all the citations in your library

Note EndNote only searches 250 citations at a time for Full-Text

5 EndNote will automatically attach any article PDFs that it finds to the appropriate

reference in EndNote

Back to Index

6

How do I change the bibliographic style 1 From the Endnote Online ribbon click the down arrow where it says Style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click on Update Citations and Bibliography Citations will now display according to

the selected style

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight what references you want to put in the group and drag those references into

the group folder (or double-click on the group folder name and copypaste them into

the group)

4 Repeat steps 1-3 till desired number of groups are created

Back to Index

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 3: Additional Resources Endnote Tutorial Library and Online User

3

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

Creating a new library

1 Start the EndNote program

2 Go to FileNew and create a new library

3 Name the library and click Save

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Opening an existing library

1 Start the EndNote program

2 Select the file name to open and click OK

Note EndNote will automatically open the last EndNote Library accessed unless di-

rected otherwise

Importing Citations from PubMed 1 Open the appropriate EndNote Library

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your EndNote Library should open and the citations will automatically import into

EndNote

Back to Index

4

To sync EndNote Online to EndNote 1 Open EndNote (desktop version)

2 Click the Edit tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Ok and then Ok again

Importing Citations from Web of Science 1 Open the appropriate Endnote Library

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote online

4 Select EndNote desktop

5 Select the Record Content you want from the dropdown option in the pop-up win-

dow and click Send

6 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save

the changes made to the reference click ldquoyesrdquo The reference has now been added

to your library

Back to Index

5

Access to Schaffer Library Online Catalog

1 Go to httpendnotecom and click on the Downloads tab

2 Select Connections

3 Type Albany into the search box and click Apply

4 From results list select Albany Medical College Library

5 Click Download and follow the instructions located on the left side of the screen

Finding Full Text 1 Click on Edit then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Apply

4 Select the citations you want to find full text for or have EndNote search for the full-

text of all the citations in your library

Note EndNote only searches 250 citations at a time for Full-Text

5 EndNote will automatically attach any article PDFs that it finds to the appropriate

reference in EndNote

Back to Index

6

How do I change the bibliographic style 1 From the Endnote Online ribbon click the down arrow where it says Style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click on Update Citations and Bibliography Citations will now display according to

the selected style

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight what references you want to put in the group and drag those references into

the group folder (or double-click on the group folder name and copypaste them into

the group)

4 Repeat steps 1-3 till desired number of groups are created

Back to Index

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 4: Additional Resources Endnote Tutorial Library and Online User

4

To sync EndNote Online to EndNote 1 Open EndNote (desktop version)

2 Click the Edit tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Ok and then Ok again

Importing Citations from Web of Science 1 Open the appropriate Endnote Library

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote online

4 Select EndNote desktop

5 Select the Record Content you want from the dropdown option in the pop-up win-

dow and click Send

6 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save

the changes made to the reference click ldquoyesrdquo The reference has now been added

to your library

Back to Index

5

Access to Schaffer Library Online Catalog

1 Go to httpendnotecom and click on the Downloads tab

2 Select Connections

3 Type Albany into the search box and click Apply

4 From results list select Albany Medical College Library

5 Click Download and follow the instructions located on the left side of the screen

Finding Full Text 1 Click on Edit then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Apply

4 Select the citations you want to find full text for or have EndNote search for the full-

text of all the citations in your library

Note EndNote only searches 250 citations at a time for Full-Text

5 EndNote will automatically attach any article PDFs that it finds to the appropriate

reference in EndNote

Back to Index

6

How do I change the bibliographic style 1 From the Endnote Online ribbon click the down arrow where it says Style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click on Update Citations and Bibliography Citations will now display according to

the selected style

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight what references you want to put in the group and drag those references into

the group folder (or double-click on the group folder name and copypaste them into

the group)

4 Repeat steps 1-3 till desired number of groups are created

Back to Index

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 5: Additional Resources Endnote Tutorial Library and Online User

5

Access to Schaffer Library Online Catalog

1 Go to httpendnotecom and click on the Downloads tab

2 Select Connections

3 Type Albany into the search box and click Apply

4 From results list select Albany Medical College Library

5 Click Download and follow the instructions located on the left side of the screen

Finding Full Text 1 Click on Edit then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Apply

4 Select the citations you want to find full text for or have EndNote search for the full-

text of all the citations in your library

Note EndNote only searches 250 citations at a time for Full-Text

5 EndNote will automatically attach any article PDFs that it finds to the appropriate

reference in EndNote

Back to Index

6

How do I change the bibliographic style 1 From the Endnote Online ribbon click the down arrow where it says Style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click on Update Citations and Bibliography Citations will now display according to

the selected style

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight what references you want to put in the group and drag those references into

the group folder (or double-click on the group folder name and copypaste them into

the group)

4 Repeat steps 1-3 till desired number of groups are created

Back to Index

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 6: Additional Resources Endnote Tutorial Library and Online User

6

How do I change the bibliographic style 1 From the Endnote Online ribbon click the down arrow where it says Style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click on Update Citations and Bibliography Citations will now display according to

the selected style

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight what references you want to put in the group and drag those references into

the group folder (or double-click on the group folder name and copypaste them into

the group)

4 Repeat steps 1-3 till desired number of groups are created

Back to Index

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 7: Additional Resources Endnote Tutorial Library and Online User

7

What is Cite While You Write (CWYW) Cite While You Write helps the user easily and quickly cite references and create a paper

with properly formatted citations and bibliography

How do I use CWYW 1 Start the EndNote Program and open library

2 Start Microsoft Word and open document

3 In Word click on the Endnote Ribbon

4 When you come to a place where you want to insert a citation go to the EndNote li-

brary and select the reference you want to cite

5 In Word click on Insert Citation button and then select Insert Selected Citation(s)

Back to Index

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 8: Additional Resources Endnote Tutorial Library and Online User

8

How do I start Register for EndNote Online at

httpswwwmyendnotewebcom

Importing Citations from PubMed 1 Select the citations you want to import from PubMed

2 Click on Send to select File

3 Change Format to MEDLINE

4 Click Create File

5 Click the dropdown next to Save then save to desired location such as the Desktop

6 Rename file name if desired Save as a Text Document then click Save

7 Open EndNote Online

8 Select the Collect tab and Import References

9 In the Import References File box find the file you saved

10In the Import Option box choose PubMed (NLM) (if not shown use Other Filters to

find)

11In the To box choose the Group you wish to save your citations to

12Click Import

13Your citations will automatically import into your EndNote Online Library

Back to Index

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 9: Additional Resources Endnote Tutorial Library and Online User

9

Finding Full Text 1 Click on the AMC blue icon to go to the publishers site or request the citation through

another library

2 From the publishers site open the PDF and save to a desired location such as the

Desktop

3 Click on the paperclip under the citation and click on Attach Files

4 Browse to find your pdf and click Upload

5 Close the pop-up window after the PDF has been uploaded

6 The pdf of the article is now attached to the citation on EndNote Online

Importing Citations from Web of Science 1 Select the citations you want to import

2 Click the dropdown option Save to EndNote online

3 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

4 Endnote Online will automatically import the citations you selected to the Unfiled

Group

Manually adding a reference

1 Click on Collect then New Reference

2 Choose a reference type

3 Enter the reference information

4 Save the new reference

5 The reference has now been saved to your Unfiled Group

Back to Index

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 10: Additional Resources Endnote Tutorial Library and Online User

10

Creating Groups 1 Click on Organize and then Manage My Groups

2 Click the New Group button located at the bottom of the screen

3 A pop-up window will appear in the top left of the screen Enter the name of the new

group and click OK

4 After you name your group EndNote Online creates a group folder From the Unfiled

Group check the citations you want to move and select the appropriate group from the

dropdown box at the top of the screen

5 EndNote Online will automatically populate the Group with the citation

Back to Index

What is Match

Match is a journal matching feature that suggests the top Web of Science journal candi-

dates based on the details of a manuscript Enter the manuscript title abstract and refer-

ences then click Find Journals A list of matched journals and their impact factor scores

will appear

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 11: Additional Resources Endnote Tutorial Library and Online User

11

To Install CWYW 1 Under the Format tab click the Cite While You Writetrade Plug-In

How do I use CWYW 1 Open EndNote Online

2 Start Microsoft Word and open document

3 In Word click on the Endnote Online Ribbon

4 When you come to a place where you want to insert a citation click on Insert Citation

button

5 A pop-up window will appear search by author subject or group name

6 From the list that appears highlight the citation you want and click Insert

Back to Index

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 12: Additional Resources Endnote Tutorial Library and Online User

12 Back to Index

How do I start The basic feature of EndNote is the library The library is where all your references are

stored for future use

The library is usually saved to the Documents folder I recommend creating an End-

Note Online account as a secondary option for saving

Two files are created for each EndNote Library

ENL (library file)

Data folder for the library

Note EndNote will automatically open the last EndNote Library accessed unless directed

otherwise

Importing Citations from PubMed 1 Open PubMed

2 Select the citations you want to import

3 Click on Send to select Citation manager Then click on Create File

4 Your citations will appear in Downloads

5 Right click on the appropriate download record (usually titled citationsnbib) and se-

lect Choose Application

6 Open EndNote and the citations will automatically import into the EndNote Library

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 13: Additional Resources Endnote Tutorial Library and Online User

13 Back to Index

Importing Citations from Web of Science 1 Open Web of Science

2 Select the citations you want to import

3 Click the dropdown option Save to EndNote desktop

4 Select the Record Content you want from the dropdown option in the pop-up window

and click Send

5 Your citations will appear in Downloads

6 Double click on the appropriate download record (usually titled savedrecsciw)

7 Endnote will automatically import the citations you selected

Manually adding a reference

1 Click on ReferencesNew Reference

2 Choose a reference type

3 Enter the reference information

4 Close out of reference window If a window opens asking you if you want to save the

changes made to the reference click ldquoSaverdquo The reference has now been added to your

library

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 14: Additional Resources Endnote Tutorial Library and Online User

14 Back to Index

Finding Full Text 1 Click on EndNote X7 then click on Preferences

2 Click on Find Full Textmdashmake sure the box for the PubMed linkout is checked

3 Click Save

4 Select the citations you want to find full text

5 Select the Find Full Text option under the References tab or use the Find Full Text icon

Note EndNote only searches 250 citations at a time for Full-Text

6 EndNote will automatically attach any article PDFs that it finds to the appropriate refer-

ence in EndNote This is indicated with a paperclip next to the citation

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 15: Additional Resources Endnote Tutorial Library and Online User

15 Back to Index

Creating Groups 1 Click on Groups and then Create Group

2 Type in the group name

3 Highlight the references you want to put in the group and drag those references into

the group folder

4 Repeat steps 1-3 till desired number of groups are created

To sync EndNote to EndNote Online 1 Open EndNote

2 Click the EndNote X7 tab and select Preferences

3 Select Sync

4 Type in your EndNote Online email and password

5 Click Save

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 16: Additional Resources Endnote Tutorial Library and Online User

16

How do I use CWYW 1 Start Microsoft Word and open document

2 In Word click on the Tools tab and select EndNote X7

3 A pop-up toolbar for EndNote should appear

4 When you come to a place in your document where you want to insert a citation

click on the Citations down arrow and select Insert Citation(s)

Back to Index

How do I change the bibliographic style 1 From the Endnote pop-up toolbar click the down arrow where it shows the biblio-

graphic style

2 Select from the drop down list or choose Select another style to choose appropriate

format

3 Click the drop down arrow next to Bibliography and select Update Citations and

Bibliography Citations will now display according to the selected style

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 17: Additional Resources Endnote Tutorial Library and Online User

17 Back to Index

Share Citation Groups

Available only through EndNote Online

1 Open EndNote Online

2 Click on the Organize tab

3 Select Manage My Groups

4 Click the Manage Sharing icon next to group to be shared (share box

receives a check mark)

5 Click Start Sharing This Group

6 Enter email address

7 Delegate Read Only or ReadWrite ability

8 Click Apply

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 18: Additional Resources Endnote Tutorial Library and Online User

18 Back to Index

Unshare Citation Groups

Remove the check mark from the Share box

Emailing an EndNote Library

1 In EndNote click on the File tab

2 Select Compressed Library (enlx)

3 Select Create with File Attachments and choose from All References in Library

Selected References or Groups of References

4 Click Next

5 Name and save your library

6 Open a new email and attach your library file

7 An emailed EndNote Library can be opened or saved

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 19: Additional Resources Endnote Tutorial Library and Online User

19 Back to Index

Options for Modifying Your Bibliographic Style

1 In EndNote click on the Edit tab

2 Select Output Styles

3 Select the style to modify (if you have already modified the style select the Edit

ldquostyle namerdquo)

4 Under the Bibliography section on the left side of the screen select section you

wish to modify

To capitalize a citations subheading

a) Select Title Capitalization

b) Select Sentence Style Capitalization

To substitute fields in the bibliography

a) Select Field Substitutions

b) Select the field to modify and click on the Insert Field dropdown box at the end

of the row

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 20: Additional Resources Endnote Tutorial Library and Online User

20 Back to Index

Options for Modifying Your Bibliographic Style (continued)

To add text to the field

a) Type the text in front of the inserted field

b) Select Link Adjacent Text from the Insert Field dropdown box at the end of the

row

To close the Output Style page click on the x in the upper right corner of the page

(clicking on the upper x will close the EndNote program)

Best Practice Tips

Modifying a bibliographic style wonrsquot change the original style It will only create a

personalized copy henceforth titled lsquoldquoStyle typerdquo copyrsquo

Remember before any updates to back up both your EndNote Library and any up-

datedmodified styles

Access to Additional Bibliographic Styles 1 Go to httpendnotecom and click on the Downloads tab select Output Styles

2 Type the bibliographic style you are looking for in the search box and click Apply

3 Select the style from the results list and click Download

4 Follow the instructions located on the left side of the screen

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 21: Additional Resources Endnote Tutorial Library and Online User

21 Back to Index

To View or Modify Your Author or Journal List 1 In EndNote click on the Tools tab

2 Select Open Term Lists

3 Select the appropriate list

4 Select the appropriate author or journal term

5 Use the tabs to the right of the terms to edit delete or add new terms

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions

Page 22: Additional Resources Endnote Tutorial Library and Online User

22 Back to Index

To Modify the EndNote Bibliography in Word 1 Open both Word and EndNote

2 In EndNote click on the Tools tab

3 Select Cite While You Write (CWYW)

4 Select Format Bibliography from the pop-up box

5 Click on the Layout tab

6 Adjust Font size indentation spacing etc

7 Click Ok

To Switch Between EndNote Desktop and EndNote Online versions in Word 1 In Word open your document

2 Select the EndNote tab

3 Click on Preferences

4 Select the Application tab

5 Click on the Application dropdown to switch between the two EndNote versions