Tip:
Highlight text to annotate it
X
How To Use EndNote in 6 Minutes
This video will give you a very fast start on using EndNote.
It will show you—
1. Two ways to import a reference from an online database, using PubMed as an example.
2. How to create a custom group and add references to it.
3. How to use Find Full Text to try to download PDFs for references.
4. How to insert a reference in a Word document.
5. How to format the bibliography, using the APA style as an example.
6. How to add page numbers to a citation.
The first method of importing is Online Search.
In EndNote, click the Online Search Mode button.
It will be the second mode button.
Select the online database you want to search.
There are thousands more available, these are just the popular ones.
Build your search.
Click the Search button to perform the search.
Click the OK button.
Select the references you want in the list.
Click the Copy to Local Library button.
Click the Local Library Mode button to see the contents of your EndNote library.
It will be the first mode button.
The references you just copied are shown in the temporary Copied References group.
To create a permanent group for your references, select Create Group from the Groups menu.
Enter the name of your group and press Return.
Select the references to add to the new group and drag them into the group.
Another method of importing references is direct export.
I am going to import some references from PubMed as an example,
but this method can be used with many other online databases.
I am using Firefox for this example because it supports direct export
on both the Windows and Macintosh platforms.
Direct export will not work with Safari.
Perform your search of the online database in your browser.
Select the references you want to import.
For PubMed, mark the references to select them.
Click the Send to link, then select Citation Manager.
Different databases will have different ways of selecting references
and preparing them for export.
This link may be called different things by different data providers.
It may be a large button, or possibly a hyperlink in very small text.
It may be called different names, such as direct export or export to citation manager.
Look for something that talks about saving, exporting, or importing references.
If offered a choice of formats, select the one that mentions EndNote or RIS.
For PubMed, selecting Citation Manager will save it in the correct format for direct export.
Click Create File.
Firefox will ask if you want to open the file and what program you want to open it with.
Select EndNote.
For Macintosh, you will need to navigate to the EndNote folder in Applications
to select the EndNote application.
Click the OK button.
On the Macintosh, the references might import right into your EndNote library
or you may be asked to select a library.
The new references are shown in the Imported References temporary group.
Drag the new references to the permanent group they should belong to.
To have EndNote try to find the PDFs for references, select the references,
then click the Find Full Text button.
If EndNote is able to find the PDFs, you will see a paperclip icon appear by the references.
After a reference is in the EndNote library, it can be added to a Word document.
In Word, click where you want to put an EndNote citation.
Then click the Go to EndNote button.
Select the reference or references you want to insert.
Click the Insert Citation button.
The reference is inserted into your paper and instantly formatted.
To change the style,
select Configure Bibliography from the drop- down Bibliography menu.
Select the style from the list of favorites.
If your favorite style is not showing, you can use the Browse button to see more styles.
Be sure to unmark the option to link citations to the bibliography
until you are finished working with the document
to avoid jumping to the bibliography whenever you click in a citation.
Click the OK button.
To add page numbers to a citation, click on the citation,
then select Edit & Manage Citations from the drop-down Citations menu.
Add page numbers to the Pages field, then click the OK button.
You now know two ways to import references, one way to create a custom group,
one way to put a reference in a Word document, and one way to add page numbers.
EndNote can do a lot more than this.
If you would like to learn more, we have video tutorials and full class recordings available
on our YouTube channel at www.youtube.com/endnotetraining.
You can also register for free online classes on our training calendar at
endnote.com/training/calendar.