Endnote X4 Tutorial (for PC)

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Instructions— Please Read! The Tutorial Menu provides access to all the topics in this tutorial. There is a submenu to show how to export references from specific databases. Click on menu items to access them. You can return to the Tutorial Menu at any time by clicking on the blue penguin on each slide. At the bottom of every slide are navigation buttons (Next, or Done). The buttons Next or Done will turn purple when it is time to advance to the next slide.

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For PC users

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Select References from the menu, then select New Reference. Alternatively, you can click on the from the toolbar to add a new record.

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2. Select a Reference Type. In this example, Book has been selected

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3. Create a new record by typing bibliographic information in the empty fields.

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4. Select Hide/Show Empty Fields to change the display.

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Close the New Reference window to reveal the Endnote library (with your newly-created record).

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6. Double-click the reference to reveal the full record again.

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7. If there are multiple authors, start each one on a new line.

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If there is an organization as an author, write the name followed by a comma. Use two commas if you are referring to a part of the organization.

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1. Perform a search and locate relevant articles.

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2. Select Add to Folder for each record you want to import to EndNote.

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3. Select Folder View once you have added the records you want to import.

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4. In Folder View, select the citations you want to export to EndNote. Then select Export from the right-hand menu.

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5. Select Direct Export to Endnote, ProCite, CITAVI, or Reference Manager. Then, with your EndNote library open, select Save. 1. 2.

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6. References are imported into your EndNote library.

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1. Use the drop-down menu to change the style.

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2. Choose Select Another Style from the drop-down menu to see what others are available.

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1. Save the PDF file (or PPT, MP3, etc.) from the database to your desktop.

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2. Find and drag the file from your desktop onto the selected EndNote record.

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3. The paper-clip attachment icon now appears, showing that the file is safely stored in your EndNote library. (You may now delete the saved file from your desktop. )

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To view the full-text attachment, double-click on the record to open it. Then, scroll to the bottom of the record to find the attached file.

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Some catalogues and databases do not import directly into EndNote so you will need to download some special filters. The University of Otago catalogue is one example. If you are using EndNote on a university-networked computer, the filters you will need to import into EndNote are already installed and available to you. If you are using EndNote on your home computer or laptop, please follow the instructions for downloading necessary filters on the Library website: www.library.otago.ac.nz/endnote/. If you have difficulty finding and/or downloading the necessary filter, please contact your Liaison Librarian for support by clicking HERE.

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1. Select the records you want to import. In this example, you will learn how to import records from the University of Otago library catalogue into your EndNote library.

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2. Select Export. 1. 2. 3.

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3. A text file of the records appears in the web browser. Choose File > Save As... 4. Rename the file (EndNote Articles.txt) and save it as a text file on your desktop.

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5. Now open your EndNote library and select File > Import > File.

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6. Select and find the text file saved on your desktop.

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8. If the required filter is not on the drop-down list, select Other Filters from the list. Search for the required filter and choose it. (Can’t find the filter you need? Return to the Tutorial Menu and see Installing Connection Files and Filters on laptops/ home computers) DU452 .B5474 DU452 .B5474

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9. Once your references are imported into EndNote... select All References to see your entire EndNote library again.

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1. Open a Word document and your EndNote library. Check to make sure they share the same style (APA, MLA, etc.) Place the cursor in the text where you want to insert a citation.

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2. Select the tab called EndNote X4 from the menu bar. 3. Select the Insert Citation button, then select Find Citation... 1. 2.

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4. Select the citation you want from your EndNote library, then click Insert. 1. 2.

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The citation will appear in the document, in your preferred EndNote output style (in this example, APA 6th). A bibliography appears at the bottom of the document.

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6. To change the output style of the bibliography and in-text citations, use the drop-down Style menu.

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7. You will need to convert the citations into Unformatted Citations while editing the document. This prevents the possible corruption of your document. To do this, select Convert Citations and Bibliography > Convert to Unformatted Citations.

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8. The unformatted citation and record number are now displayed inside { brackets } in the document. There is no bibliography displayed at the end of the document.

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9. To format an unformatted document, select Update Citations and Bibliography

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To remove citations, click on the reference in the document to highlight it. Then select Edit & Manage Citations from the menu. 1. 2.

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To remove the citation, select Edit Reference > Remove Citation. The reference will disappear from the list. Click to complete the removal. 3. 1. 2.

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12. The in-text citation has now been removed, but you must still click on the Update Citations and Bibliography button to remove the citation from the bibliography.

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EndNote X4 allows you to group references into customised Groups, Group Sets, or Smart Group sections. You can break your research into major Group Sets and create subgroups within them. For example: Fish Freshwater fish Marine Fish Chocolate Fish

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To create a new group, select Create Group from the Groups menu.

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2. Give the newly-created Group a name and click <Enter>.

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To add a reference to a group, either right-click on the reference and select Add References To > Good Stuff or simply drag & drop the reference into the group.

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4. To view the references in a Group, click on the group. One easy way to delete a reference from a Group is right-click > Cut.

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To create Group Sets, select Create Group Set from the Groups menu. Or you can right-click on My Groups and select Create Group Set.

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6. Give the Group Set a name and press <Enter>. To delete a Group Set, right-click the Group and then select Delete Group Set.

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7. You cannot add references to a Group Set, so you must create Groups within each Group Set. Do this by right-clicking on the Group Set and selecting Create Group.

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Once Groups are created within a Group Set, you can add references to the Groups as previously described in this section OR by dragging and dropping.

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9. Smart Groups store references based on your specified search terms. As new references are added to your library, the Smart Groups will automatically update.

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10. When you create a Smart Group, first give it a name. Then set the criteria for what type(s) of references the Smart Group will contain. Then click . Criteria can be authors, keywords, publications, years, reference types, etc. 1. 2. 3.

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In this example, the Smart Group called EndNote contains every reference in the library with the word “EndNote” in the title.

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Perform a search in ProQuest and find relevant articles. Mark the articles you want to import into EndNote with a . Then click on the My Research tab. Alternatively, you can click on the Export link on the search results screen.

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2. In the My Research folder, select the Export citations into EndNote option.

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3. Select the option to Export directly to ProCite, EndNote or Reference Manager.

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1. Prior to performing a search, check in the Scholar Preferences menu to confirm that the Bibliography Manager is set to import citations into EndNote.

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2. Perform a search in Google Scholar. Under each record, you have the option to Import into EndNote. If you select this option, a File Download box will appear and you should select Open.

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3. After you select Open, the citation is directly imported into your library. Citations from Google Scholar generally contain only the most basic information (title, author, year, publisher).

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4. Alternatively, of course, you can use the Otago Article Linker to locate the full-text of the article in a database. You must then import into EndNote according to the style of that database.

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1. After locating an article in JSTOR, select Export Citation from the menu. Then select RIS file as the export format.

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2. A File Download box will pop-up. Select Open. Another box will open, prompting you to Select a Reference Library. Find and select your EndNote library (whatever you may have named it) and then click Open.

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3. The new reference is imported into your EndNote library.

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1. Select the record(s) you want to import by placing a next to it. Then, at the bottom of the screen, in the box called Record Options, select Citation Download as the Download Format. Then click .

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2. The citations will appear in a new web browser window. Select File > Save As...

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3. Give the file a recognizable name (such as INNZ Citations.txt) and save the citations as a Text File (*.txt) on your computer desktop.

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4. Now go to your EndNote library and choose File > Import > File...

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Then, using the drop-down menu for Import Option, select the filter for INNZ.

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1. Mark the references you want to import with a . Then use the drop-down menu to view the reference as Full Article/Report plus Indexing.

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2. Click on the Save As icon ( ) and select Article Format. Headline Format Article Format

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3. The citations will appear in a new web browser window. Select File > Save As...

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4. Give the file a recognizable name (such as Factiva Citations.txt) and save the citations as a Text File (*.txt) on your computer desktop.

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5. Now go to your EndNote library and choose File > Import > File...

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Then, using the drop-down menu for Import Option, select the filter for Factiva. (If you don’t have an import option for Factiva, return to the Tutorial Menu and see Installing Connection Files and Filters on laptops/ home computers)

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Mark the references you want to import with a . Then click on the button for . (Note: this is the same for Web of Science)

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2. Select Export to automatically import the citations into EndNote.

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Mark the references you want to import with a . Then click on the button to Export ( ).

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2. Use the drop-down menu to choose to Export to EndNote. Then choose to display the Complete Reference and click the Export Citation(s) button.

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1. Select the records you want to import by marking them with a . Then select Export marked Citations.

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2. Choose to export the Full Record and click Export Endnote (RIS) format.

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3. When the File Download box opens, select . The citations will be imported automatically into your EndNote library.

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1. Select the records you want to export by marking them with a . Then select Export.

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2. Change the Export format to RIS format (Reference Manager, ProCite, EndNote). Then change the Output to Complete Format. Then select .

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3. When the File Download box opens, select . The citations will be automatically imported into your open EndNote library.

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1. Mark the records you want to import with a . Then click on Display Settings and change the display option to MEDLINE. Then click .

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2. The record will open in a web browser window. Select File > Save As...

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3. Give the file a recognizable file name (such as PubMed.txt). Change to Save as type: Text File (*.txt). Save the file to your desktop.

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4. Now, in your EndNote library, select File > Import > File...

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5. Select and locate the file on your desktop (in this example, PubMed.txt) Then use the drop-down menu beside Import Option to select Other Filters...

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6. Scroll through the list until you find the filter for PubMed (NLM). Then select .

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7. Select to import the citation(s) directly into your EndNote library.

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You can use EndNote to connect directly to many library catalogues and databases to extract citations, via connection files. A word of warning, however. By using EndNote to search library catalogues and databases, you will lose the ability to fine-tune your searches and be selective about what citations you import. EndNote will import ALL the citations for EVERY record that your search finds. However, some sources (Bodleian library, for example) do not support import filters. In those cases, connection files are the only way to extract citations. And using connection files is often the preferred method for searching Otago University Library’s Catalogue when using an off-campus network (as the data from the Catalogue is not always faithfully displayed over non-campus network connections).

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1. To use EndNote to search a catalogue or database, use the Online Search option. Select more... to choose a connection not already on the list. 1. 2. Another way to add a connection file is Tools > Online Search...

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2. Once you have established a connection with a catalogue or database, use the search platform to locate and import citations.

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3. EndNote will automatically import all the citations that your search found.

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Otago Student Desktop access already includes all the Filters and Connection files needed to use EndNote effectively. If you have installed EndNote on your home computer or laptop you may need to add some filters or connections, depending on your needs. Zip files or individual Connection Files and Filters can be found at: www.library.otago.ac.nz/endnote/connection.html

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Go to the Library homepage > Research > EndNote > Download Import Filters and Connection Files (www.library.otago.ac.nz/endnote/connection.html) Select All Import Filters and Connection Files (.zip file) and save to your desktop.

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3. Open the .zip file on your desktop. To prepare to install a new Connection File, open EndNote’s Connections folder beside it: My Computer > (C:) > Program Files > EndNote X4 > Connections

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5. To prepare to install a new Filter, you will open the Filters folder in a similar way: My Computer > (C:) > Program Files > EndNote X4 > Filters

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6. Copy/Drag each Connection File or Filter you want to add from the .zip file into the appropriate folder (either Connections or Filters). Then restart EndNote to activate the new Connection Files/Filters.