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 or disciplinary styles such as CSE, NLM, ACS or APA. You can also use EndNote as your publication PDF organizational tool, to quickly locate, access and annotate PDFs you have downloaded.

NOTE: The above webpage provides links to DOWNLOAD the EndNote software --in MyUCDavis, choose SOFTWARE, then scroll down to EndNote, available for both PC & Mac. On the left column of this webpage you can locate instructions on using Direct Export or Filters for all appropriate UCD licensed databases.

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.

• 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
  

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.

• Endnote Training Manual -- Endnote X5 for Windows (http://endnote.com/support/helpdocs/ENX5_GettingStartedGuide_Win.pdf)PDF
  More extensive 96-page training manual
  

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.

• Creating Groups [YouTube] (http://www.youtube.com/watch?v=lMG8-oKhfvk&feature=plcp&context=C38ac659UDOEgsToPDskKH3jOOU2UFc0LLsyTITJ43)
  

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

Most UCD licensed BioAg 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. [NOTE: link is to Windows instructions for Direct Export of all UCD licensed databases enabling EndNote export]

BioAg related databases which enable Direct Export are: BIOSIS Previews; Web of Science/Science Citation Index; PubMed; CAB Abstracts; Food Science and Technology Abstracts; Agricola; Aquatic Sciences and Fisheries Abstracts; Environmental Sciences & Pollution Management; PsycINFO; Zoological Record; Fish, Fisheries & Aquatic Biodiversity Worldwide; and Wildlife & Ecology Studies Worldwide.

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.

Many UCD licensed subject databases require that you export source bibliographic information from the database and then use a EndNote filter to import the references into your EndNote Library.

A BioAg related database (for biochemistry and food chemistry etc.) which requires a filter is: SciFinder (Chemical Abstracts).

NOTE: Hundreds of filters are available -- if you do not see the filter you need on the UCD Library Filters list, consult the EndNote website list linked from the title of this Filters section. If you need assistance in which filter to use, please contact Ruth Gustafson at ragustafson@lib.ucdavis.edu

CLASS DEMO: Depending on class attendance, SciFinder search and filter steps may be demonstrated. Shields Library Instruction Lab (LIL) may not currently have all filters loaded on LIL computers.

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.

• 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
  

If you have not found a particular reference in online databases, before manually entering the reference, you might wish to see if Google Scholar has the citation. If so, keep in mind that the bibliographic data may be quite minimal or incomplete. You can "Import" Google Scholar references into EndNote but Google only allows importing of one record at a time.

Search for your topic in Google Scholar, click under the item you want on the link "Cite" and then choose "Import into EndNote". Note that you can check off to "Remember my bibliography manager and show import links on search result pages." NOTE: Google does not send coding for the reference type (book chapter, conference etc.) so the record automatically goes to the "journal article" reference format. Scan carefully each imported record in case a reference type change is needed.

If your references/citations are not found in any literature database or if you wish to enter references/citations found in a print bibliography or other print source, you will need to enter the bibliographic data manually into your EndNote Library. You may also use manual entry to edit references including to attach PDFs or relative links to your EndNote references. Up to 45 PDFs or relative links may be added to each record.

See Chapter 5 in the online EndNote X5 Getting Started Guide for detailed information (link above in EndNote @ UCD section). Note that each record can contain up to 52 fields such as author, title, year etc with 8 custom fields available. There are 47 predefined reference types (or publication formats such as journal article, book section etc.) and 3 "unused" reference types available for customization.

Special Rules/Standardization: Other than author fields and corporate authors, extra punctuation or text styles should NOT be entered as the style files will provide this information. You should include scientific name italicizing and chemical/mathematical notation super/subscripting.

Author Entry: [Note: Place each name on a separate line] Lastname (surname), firstname Corporate name, EXAMPLE University of California Davis,

Journal Title Entry: Enter the full journal name (journal term lists in combination with style files can always generate journal title abbreviations, as required)

CLASS EXERCISE: Add one journal article (the default reference type) and one other format record of your choice (Book, book section, conference paper, conference proceedings, dataset, government document, patent, report, thesis etc.)

• YouTube overview of Manual Data Entry [EndNote] (http://tinyurl.com/87ahz44)
  

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.

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

Some EndNote training videos are only available from the EndNote website rather than YouTube.

For example, "Importing PDFs" is only on this website.

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 Info in Knowledgebase (http://endnote.com/support/search-knowledgebase#quicktabs-search_kb_tabs=1)
  For additional topics, search the Knowledge Base