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Course Guides
McNair Session: EndNote Intro (ENG 198)
2012 Fall
NOTE: Instructions on this course guide are geared to Windows/PC users.
Although EndNote is free to all UCD faculty, staff and full-time students, some researchers may be interested in other bibliographic management software programs including some that are open-access. Carlson Health Sciences librarians have created a comparison table looking at differences between EndNote X5, EndNote Web, Zotero 2.1, Mendeley, and RefWorks 2.0 .
Copy the web address below and browse under the Right column titled "Managing and Sharing Research Materials" to find this table:
http://ucdavis.libguides.com/content.php?pid=200856&sid=1903929
Librarian Subject Specialists
- Ruth Gustafson
- ragustafson@lib.ucdavis.edu — (530) 752‑1883 — Biological/Agricultural Sciences Reference Department (http://www.lib.ucdavis.edu/dept/bioag/)
UC Davis Librarian Subject Specialist for: General Biology; Animal Science; Avian Science; Entomology (including Bee Biology and Pollination); Environmental Science & Policy; Environmental Toxicology; Evolution and Ecology; Forensic Science; Nematology; and Wildlife, Fish and Conservation Biology
Need assistance? Ruth Gustafson will have office hours Mon/Wed/Fri 11am-noon starting October 1st through December 7th (exceptions Friday November 2nd & 9th; Monday, November 12th; and Wednesday, November 14th).
SUNDAY Reference -- Available at 1st floor Shields, November 25th, 1-5pm
- Laura Soito
- lsoito@lib.ucdavis.edu — (530) 752‑2904 — Biological/Agricultural Sciences Reference Department (http://www.lib.ucdavis.edu/dept/bioag/)
- Make an Office Hours Appointment
1) What Is EndNote?
- EndNote Instructional Webpage (http://www.lib.ucdavis.edu/dept/instruc/research/endnote/)
- Author: UC Davis Libraries
EndNote, licensed for all UCD full-time students, faculty, researchers and staff, is a bibliographic reference manager which enables citations to be stored, searched, and quickly inserted into research papers in the format of many scholarly journals. You can also use EndNote as your publication PDF organizational tool, to quickly locate and access PDFs you have downloaded.
NOTE: The above webpage provides links to DOWNLOAD the EndNote software to your desktop and to locate instructions on using Direct Export or Filters from all appropriate UCD licensed databases.
2) EndNote @ UC Davis
- EndNote X5/X6 -- New Features (http://www.endnote.com/enx5info.asp)
- Author: Thomson Reuters
The following are important new features for EndNote X5: Add and Transfer File Attachments to the Web; View and Annotate PDF files; Update References Automatically; New Cite While You Write Options for working with attached PDFs. Also allows duplicates highlighting. More details at the linked webpage including an online tour of these features.
New to X6: One-click synchronization; PDF viewing tab; rate your references; Read/Unread article tracking.
- Related:
- What is New in Thomson Reuters EndNote X6 (http://www.youtube.com/watch?v=oSvR1MJZYg8&feature=plcp)
Six-minute YouTube video on important new features of EndNote X6 - EndNote X6 and EndNote Web: Using Sync [Knowledgebase] (http://kbportal.thomson.com/display/2/searchDirect/index.aspx?searchstring=synchronize&searchtype=2&searchby=keywords&Catid=&SubCatid=&att=364&remotesite=&search=)
Article #122170. Dec 12, 2012 revised. Provides information on the X6 update and link to install to get Synch to work. All provides link to a tutorial on Synch
- What is New in Thomson Reuters EndNote X6 (http://www.youtube.com/watch?v=oSvR1MJZYg8&feature=plcp)
- EndNote User Guide -- Getting Started with EndNote X6 (http://endnote.com/if/online-user-manual)
- Author: Thomson Reuters
Guide to all major steps of using EndNote X6 (version 16). Short 39-page document
NOTE: There are separate guides available for Windows and Mac users.
- Date: 2012
- Related:
- Endnote Training Manual -- Endnote X5 for Windows (http://endnote.com/support/helpdocs/ENX5_GettingStartedGuide_Win.pdf)PDF
More extensive 96-page training manual
- Endnote Training Manual -- Endnote X5 for Windows (http://endnote.com/support/helpdocs/ENX5_GettingStartedGuide_Win.pdf)PDF
- EndNote X6 -- Overview Video (http://www.youtube.com/watch?v=tlnvmDnPzs0)
- Author: Thomson Reuters
- Video complement to the Getting Started Guide listed above.
3) Creating An EndNote Library
You may create an unlimited number of libraries in your installed (desktop) version of EndNote but it is recommended that you use the Groups option to set up topical segregations of your library. Each library can contain an unlimited number of references. You may then have up to 5,000 custom, smart, and combination groups in your library. With one large library you can search across the entire library and you may cleanly work with that corresponding library in EndNote Web, which allows only one library.
CAUTION: Each EndNote library will have two parts to it: one will be a file with the EndNote extension *.enl, e.g. BioAgTest.enl and the other will be a folder with the *.dat extension, e.g. BioAgTest.dat To share your desktop library, you must share both files!
- Creating Groups [EndNote]
Create custom groups, smart groups, and group sets to organize subsets of your ever-expanding EndNote Library.
See Chapter 5 in the ENL X6 User guide (link above in EndNote @ UCD section) or Chapter 8 in the online EndNote X5 Getting Started Guide for detailed information on creating Smart Groups and Combination Groups.
- Related:
- Creating Groups [YouTube] (http://www.youtube.com/watch?v=lMG8-oKhfvk&feature=plcp&context=C38ac659UDOEgsToPDskKH3jOOU2UFc0LLsyTITJ43)
- Creating Groups [YouTube] (http://www.youtube.com/watch?v=lMG8-oKhfvk&feature=plcp&context=C38ac659UDOEgsToPDskKH3jOOU2UFc0LLsyTITJ43)
- Setting EndNote Preferences [Youtube tutorial] (http://www.youtube.com/watch?v=pkgexJYLeWE&feature=plcp)
- Author: Thomson Reuters
Highly recommended for new EndNote users. Reviews how to set: display fonts (allowing viewing of references in various languages); EndNote Web integration; Find Full Text options; libraries to open during program start-up.
NOTE: Chapter 3 in EndNote X6 Online User Guide
4) Adding References To Your EndNote Library
- Direct Export [EndNote]
Some UCD licensed subject databases enable one to *directly* export source bibliographic information from the database into your EndNote Library. This is the most efficient method for building a large EndNote library very quickly.
Database vendor interfaces which enable Direct Export are: EBSCO, NCBI (PubMed), OvidSP, ProQuest, Web of Knowledge, and Wilson.
In addition, the Harvest UCD libraries online catalog and the Worldcat (OCLC Firstsearch) catalogs work with Direct Export.
CLASS EXERCISE: Add five references from any two databases listed above into an EndNote Library
CAUTION for Mac Users: Safari does not work with Direct Export -- you must use FireFox.
- PDF Import [only EndNote X5 and newer]
You can Import PDFs (or folders of PDFs) of articles or other publications from your hard drive and EndNote will automatically create a record for each PDF.
IMPORTANT: records are attached to your PDFs only if your PDF has a DOI (Direct Object Identifier) as part of the record. You will need to add the bibliographic data yourself if there is no DOI.
- Related:
- Adding full text: import PDFs from a folder (http://www.youtube.com/watch?v=WPnAswjyI7s)
View first 2:00 for class. From Swinburne library, Swinburne University of Technology, Melbourne, Australia. Three-minute YouTube video on bringing in a folder of PDFs to EndNote X5 (still applicable to X6) - Troubleshooting PDF imports
Article # 108622 in the Support Knowledge Base for EndNote articles gives suggestions if there are problems importing PDFs from your C: drive
- Adding full text: import PDFs from a folder (http://www.youtube.com/watch?v=WPnAswjyI7s)
5) Formatting References From Your EndNote Library
Using your class library, look at pull-down Style menu (below References and Groups options) which is pre-set to Annotated.
CLASS DEMO: Instructor will demo changing to one disciplinary style and one journal style
CLASS EXERCISE: Select all of your references with Ctrl-A and change Annotated to "Select Another Style" and look for your favorite journal and choose that style. Your formatted references will be displayed in the Preview window.
- Publication Styles [EndNote] (http://www.endnote.com/support/enstyles.asp)
The Thomson Reuters EndNote Styles collection contains more than 5,000 bibliographic styles with excellent coverage of most biological and agricultural journals.
NOTE: The initial download of EndNote software will only install the most commonly used output styles unless you choose to load more styles immediately after installation.
6) EndNote Cite While You Write (CWYW)
EndNote’s Cite While You Write (CWYW) feature inserts EndNote commands into Word’s Tools menu (or on an EndNote tab in Word 2007 and 2010 for Windows). This provides you with direct access to your EndNote references while writing in Microsoft Word. CWYW commands enable EndNote to implement bibliographic formatting to the document that is currently open in Word. You may also generate a stand-alone bibliography using CWYW in Word and choosing the small boxed arrow icon to the bottom right of the Bibliography group in the center top pane.
See Chapter 9 in the online EndNote X5 Getting Started Guide for detailed information (link above in EndNote @ UCD section).
CLASS EXERCISES: Keep EndNote Library open and open MS Word. Paste a paragraph of any text (an abstract from a citation in your library works well) into MS Word and change style from default to a preferred style for your discipline.
- Cite While You Write -- Adding Citations to a Word Document [Youtube video] (http://www.youtube.com/watch?v=Pa1XdyHwat4&feature=plcp)
- Author: Thomson Reuters
- Quick 3:19 training video on basics on CWYW.
EndNote Help
Before requesting help, first search the EndNote FAQ collection, the EndNote (software) KnowledgeBase collection, or look for an appropriate YouTube Endnote training video (see links below).
If you have strictly EndNote installation questions, contact UCD IT Express for assistance at 530-754-HELP (4357), Monday - Friday, 7am-9pm.
If you still have EndNote questions, your course instructor (listed at the top of this Library Course Guide) is your first person to contact. If your instructor is not available, a team of UCD librarians work with EndNote users and may be contacted by email. See the last link below.
As part of the UC Davis license with EndNote, technical support is available from the vendor. Years of experience of UCD librarians indicates that the most prompt and useful vendor assistance is provided by phone. If you still need assistance after trying all steps below, please call the EndNote tech help Monday-Friday, 6am-5pm Pacific Time, 800-336-4474 and at the prompt press 4, and then select the "ResearchSoft Products" option.
- EndNote FAQs (http://endnote.com/support/faqs)
- Author: Thomson Reuters
Extensive FAQ resources focusing on: Working With Word Processors / CWYW; Compatibility, Installing, Uninstalling, and Upgrading; EndNote User Interface; Managing Libraries; Importing Data Into EndNote; Output Styles and more. If not found in the FAQ, search the "Support Knowledge Base for EndNote articles" at http://endnote.com/support/search-knowledgebase
- YouTube channel -- EndNote training (http://www.youtube.com/endnotetraining)
- Over 59 tutorial videos ranging from 2 minutes to about an hour. Most popular videos are on: How To Use EndNote in 7 Minutes; EndNote Fast Start - Windows class; Importing Text Files from PubMed; Bibliographies Made Easy; and more. A few of the webinar classes have also been recorded and stored on this YouTube channel -- these webinar recordings are usually the hour-long ones.
- Coverage: 2009-2011
- EndNote Online Tutorials (http://endnote.com/if/endnote-video-training)
- Author: RIS
Some EndNote training videos are only available from the EndNote website rather than YouTube.
For example, "Importing PDFs" is only on this website.
- EndNote Webinars (http://endnote.com/training/live-training)
- Sign up for free one-hour to 1.5 hour sessions offered on all major areas of EndNote and EndNote Web. Sessions often have less than 10 attendees and there is plenty of opportunity to "chat" with the expert instructor. Excellent Pacific time schedules are offered 2-3 times/month for each topic. Register online and confirmation will be sent. If you need to cancel, follow the link located *below* the training steps info in your confirmation email to easily cancel.
- UCD Librarians -- EndNote Help Form (http://www.lib.ucdavis.edu/dept/instruc/research/endnote/ask.php)
EndNote Web
EndNote Web is complementary to your downloaded copy of EndNote but cannot replace the most powerful features of the software (desktop) version of EndNote. Use the Web version to quickly import references when not using your own computer or to share your EndNote groups or references with other EndNote users.
NOTE: EndNote Web limits number of records to 10,000 and allows only one Library.
CLASS EXERCISE: If you don't already have one, set up a new EndNote Web account.
- EndNote Web (http://www.myendnoteweb.com)
EndNote Web facilitates collaborative work and using EndNote Web from any internet-accessible location in the world. You may easily transfer references from your EndNote Web to your desktop Endnote or vice-versa. You can "Cite While You Write" from this Web version or your desktop version although CWYW works best from the desktop version.
NOTE: EndNote Web X5 is the first version to enable PDF attachments.
- EndNote Web FAQ (http://endnote.com/support/faqs)
- The majority of the EndNote Web FAQs deal with Cite-while-you-write (CWYW), MS Word compatibility questions and Transferring References to/from EndNote Web. Additional FAQs cover importing and installation problems.
- Related:
- EndNote Web Info in Knowledgebase (http://endnote.com/support/search-knowledgebase#quicktabs-search_kb_tabs=1)
For additional topics, search the Knowledge Base
- EndNote Web Info in Knowledgebase (http://endnote.com/support/search-knowledgebase#quicktabs-search_kb_tabs=1)
- EndNote Web FAQ: Sharing References in a collaborative document (http://tinyurl.com/8fwnbam)
- Author: RIS
- If link does not work, search Knowledge Base for EndNote Web article #106437 on "EndNote Web: How to share references for a collaborative document"
- Endnote Web Overview [YouTube] (http://tinyurl.com/bo2n7qw)
- Author: Thomson Reuters
- A 3:53 overview of the EndNote Web library main screen and options.
- Endnote Web: Collaborating on Word Documents [YouTube Video] (http://www.youtube.com/watch?v=L_LGgJsi5Po)
- Author: Thomson Reuters
- Detailed 6:04 minute video on sharing groups with other EndNote Web users.