ENDNOTE Software – The Basics

Robin Taylor

Project Coordinator, Pharmacology and Experimental NeuroscienceManaging Editor, Journal of Neuroimmune Pharmacology

July 18, 2013

Training Objectives

• Set up a reference library using EndNote • Insert citations into a Word document• Format bibliography • Export a traveling library

Build a reference library using EndNote X5

• Open EndNote• File New

– Select “Save as Package”– Name your library and save

to a location you remember.

Library layout

Searching Remote Library

Manually add a citation

PubMed Database does not include all written work (i.e. books, book chapters, abstracts.

These can be added manually.

-Select References from Tool bar-New Reference

Manually add a citation - continued

2

1. Blank reference form appears. Default type is “Journal Article.” Use the drop down menu to select other type of reference to insert.

2. The fields will change according to the type of article.

3. Complete the required information; close window. It will ask you to save.

2

1.

1.

Macintosh-Microsoft Office 2011 Users

How to use End Note with Microsoft Office

1. Open the EndNote library2. Open the Word document

a. Place your cursor where you want to insert a citationb.On the tool bar, under “Tools,” select EndNote, “Go to EndNote”c.Select citation(s) – see note on selecting more than one citation.

3. Return to Worda.On the tool bar, under “Tools,” select EndNote, Go to “Insert selected citation(s)

Note: Select more than one citation at a time- To select consecutive citation in EndNote, hold the shift key down- To select non-consecutive citations in EndNote, hold the command key down.

Windows Microsoft Office 2010 users

How to use End Note with Microsoft Office

1. Open the EndNote library2. Open the Word document

a. Place your cursor where you want to insert a citationb.On the tool bar, select the EndNote X5 tab.

- If citation is already selected, use the “Insert Citation” drop down menu and select “Insert selected citation” or “Find Citation”

c.Select citation(s) – see note on selecting more than one citation.

Note: Select more than one citation at a time- To select consecutive citation in EndNote, hold the shift key down- To select non-consecutive citations in EndNote, hold the control

key down.

Macintosh-Microsoft Office 2011 documents

• If CWYW (cite while you write) is turned on, the document is formatted when new citations are inserted.

• If CWYW is turned off, the document will show the “in- text field codes” and the bibliography is not formatted.

Formatting Bibliography

To format the bibliography if CWYW is turned off:

2.

1.1. On the Tools

menu, select, EndNote, “Bibliography Settings”

2. Select Output Style.

3. Verify the temporary delimiters used for the in text citations.

3.

Macintosh-Microsoft Office 2011 Formatting Bibliography

Macintosh-Microsoft Office 2011 Formatting Bibliography

Macintosh-Microsoft Office 2011 Formatting Bibliography

• If Instant formatting (cite while you write - CWYW) is turned on, the document is formatted when new citations are inserted.

• If CWYW is turned off, the document will show the “in text field codes” and the bibliography is not formatted.

Windows-Microsoft Office 2011 Formatting Bibliography

2.

1.

1. Select the “EndNote tab” on the tool Word toolbar2.Select “Style”3.Select “Update Citations and Bibliography.”

3.

To format the bibliography if CWYW is turned off:

Windows-Microsoft Word 2011 Formatting Bibliography

Adding new style to library

If a specific style is not available in the current style library,

1.Search for it in EndNote’s on-line output styleshttp://www.endnote.com/support/enstyles.asp

2.Down load style to your desktop

3.Drop the style in Applications, EndNote X5 style folder.

What to do if you have your formatted document but forgot your library, or

It is someone else’s document and you don’t have their EndNote library

Export Traveling Library

Macintosh users:Within the word document (not the bibliography section), from the Tools menu, select “Export Traveling Library.”

Window users:On the EndNote X5 tab, select “Export to EndNote” drop down menu “Export Traveling Library.”

Formatted document and no library

References:

EndNote’s on-line output styleshttp://www.endnote.com/support/enstyles.asp

EndNote Training: http://endnote.com/training

UNMC Research Users Group: http://www.unmc.edu/vcr/rug.htm