Alfred Health Library Service
Introduction to EndNote 20
Training Notes (ver 1)
Table of Contents
1. CREATING A NEW ENDNOTE LIBRARY
2. IMPORTING JOURNAL TERM LISTS
3. MANUALLY INPUTTING REFERENCES
4. CHOOSING OUTPUT STYLES IN ENDNOTE
5. ONLINE SEARCH (USING A CONNECTION FILE)
6. DIRECT EXPORT OF REFERENCES INTO ENDNOTE
7. IMPORTING REFERENCES (USING AN IMPORT FILTER)
8. PDF’s
9. GROUPS & RESEARCH NOTES
10. USING ENDNOTE WITH MICROSOFT WORD
APPENDIX
A. CUSTOM INSTALLATION
B. ENDNOTE WEB & SYNCING LIBRARY
C. PREFERENCES
HELP?
The Help function can also provide assistance by clicking on Help on the menu.
The extended list of import filters, connection files and output styles can be
downloaded from [Link]. This includes connection files for a number of
local University Library catalogues.
Monash University preferred Harvard style, and a superior Vancouver style can be
found at : [Link]
techniques/referencing/referencing-software/endnote/output-styles
1. CREATING A NEW ENDNOTE LIBRARY
1. Start the EndNote Program.
2. Select Create a new library from the popup; or use File>new
3. Create the name of your library, and choose location to save.
2. JOURNAL TERMS LIST
To help EndNote correctly abbreviate Journal names it is useful to download
the Medical journal “Term List” when creating a new EndNote Library.
1. From the Library menu, select Open Term Lists
2. Click on the Journals Term List, and select the Lists tab.
3. From the box select Import list.
4. Find the Term List directory which is located in the EndNote program
folder ie c:\Program Files (x86)\EndNote 20\Terms Lists\ (Windows)
or Applications>EndNote 20>Terms>[Link] (MAC)
5. Click on [Link] and Open to import Term List.
3. MANUALLY INPUTTING REFERENCES
Although it is much faster to input references (citations) using bibliographic
databases, sometimes references from books or journals will need to be
typed into your EndNote library manually.
1. Click the + icon; or select New Reference under References
2. Select type of reference from the pull-down box, Journal Article,
Book or Webpage are the most commonly used.
3. For example type in the following Journal reference :
4. When the reference is completed you will need to click Save.
TIP : To input organisations as authors put a comma at the end of the
organisation name ie : World Health Organization,
TIP : If your reference is not from a journal will need to change the Reference
Type to the applicable source, such as book, book section, webpage etc.
EndNote fields used for Book reference: Fields used for Webpage reference:
Author Author
Bonita, R. Quit Victoria,
Beaglehole, R. Year
Kjellstrom, T.
Year Title
2006 Nicotine replacement therapy: questions answered
Title Place Published
Basic epidemiology Melbourne
Place Published Publisher
Geneva Quit Victoria
Publisher Access Year
World Health Organization 2018
Edition Access Date
2nd 22 June
URL
Reference when formatted for Vancouver style: [Link]
Bonita R, Beaglehole R, Kjellstrom T. Basic
epidemiology. 2nd ed. Geneva: World Reference when formatted for Vancouver style:
Health Organization; 2006. Quit Victoria. Nicotine replacement therapy:
questions answered. Melbourne: Quit
Reference when formatted for Harvard UQ style: Victoria; [cited 2018 22 June]; Available
Bonita, R, Beaglehole, R & Kjellstrom, T from: [Link]
2006, Basic epidemiology, 2nd edn, World
Health Organization, Geneva.
Reference when formatted for Harvard style:
QUIT VICTORIA. Nicotine replacement
Reference when formatted for APA 6th style:
therapy: questions answered [Online].
Bonita, R., Beaglehole, R., & Kjellstrom, T.
Melbourne: Quit Victoria. Available:
(2006). Basic epidemiology (2nd ed.).
[Link] [Accessed 22 June
Geneva: World Health Organization.
2018].
4. CHOOSING OUTPUT STYLES IN ENDNOTE
Journals and Books require references to be recorded in specific styles. The
Vancouver style is generally used with journals, whereas the Harvard style is
often used with books. More styles can be found by using the style pull-down
box above the lower Summary panel. Use Select Another Style to see all
available styles:
Note: styles can be further edited by going to :
Tools Output Styles Open Style Manager
After finding the specific Style required, select Edit and field to edit, such as
Journal Name format, the citation template or bibliography template.
5. ONLINE SEARCH (USING A CONNECTION FILE)
Databases such as Medline (PubMed) can be searched without leaving
EndNote by using Online Search.
From the EndNote left side panel under Online Search click on PubMed
(NLM)
The search screen will appear at the top of the screen.
After doing a search, select which reference(s) you want to keep by clicking
on a reference, and then add selected references to your local library by
clicking the Plus symbol on the right-hand side.
Within the list of Online Search connections (find under Tools tab) are many
useful sites for finding book references which include :
• Monash University
• University of Melbourne
• National Library of Medicine
• Library of Congress
6. DIRECT EXPORT OF REFERENCES INTO ENDNOTE
After completing a search of a database, references can be exported directly
to an EndNote library. This process is supported by Ovid databases,
PubMed, Google Scholar, and also many ejournals for direct export of
individual citations.
The following screen examples are from Ovid Medline:
1. Select the Export option at the top of the results screen.
2. Select export to EndNote in the format drop-down box, and change
fields to Complete reference, and click on Export :
The following screen example is from PubMed:
When using [Link] there is a method to export selected citations into
EndNote, by using the Send to option, choosing Citation Manager for the
destination, and clicking on Create File to start the process.
The following screen examples are from Google Scholar:
When using Google Scholar ([Link]) you can use settings to
choose EndNote as your Bibliography manager.
After completing a search use the Import into EndNote link under selected
references to start the direct export process of the citation. Or if you are logged
into Google you have the option to save multiple citations to My library and
use the export all option to bring selected citations into your EndNote library.
7. IMPORTING REFERENCES (USING AN IMPORT FILTER)
EndNote is able to import references which have been saved as a file when
using databases such as PubMed or Ovid Medline.
Step 1 is to save references in the correct format when using a database so
that EndNote can interpret fields when importing data.
Use the Export option to save
records in Ovid databases.
Select the Reprint/Medlars format
before saving your records when
searching Ovid Medline.
Choose Fields:
Complete Reference
When saving records in the
PubMed database click on the
Save button, change Format to
PubMed, and click Create file.
Step 2 is to import the file of references into EndNote, choose from the
toolbar :
File Import Choose File locate file
From the Import Option list choose Other filters to find correct file format,
then click on Import.
Common import filters : PubMed (NLM), MEDLINE (OvidSP), EMBASE
(OvidSP), CINAHL (Ebscohost), PsycInfo (Ebscohost).
8. PDF’s
PDF’s and ATTACHMENTS
If you wish to link references to PDF’s (or other document types), this can be
done manually by highlighting a reference in EndNote and clicking the
+Attach File icon in either the Summary or PDF side panel:
EndNote can also assist the searching and downloading references which are
listed by highlighting the reference(s) of interest and then clicking on the Find
Full Text ICON and the system will attempt to download the PDF document if
possible. A successful download will be indicated by a paperclip icon next to
the reference in the display.
9. GROUPS & RESEARCH NOTES
After you have successfully added references into your EndNote Library,
individual references can be made more useful by adding research notes, or
labels; creating EndNote groups, and linking full-text pdfs to references.
ADDING DATA TO FIELDS
Double click any reference and use the Edit tab to add your own information
to fields within a reference, ie research notes, label, etc.
GROUPS
Under the Group tab at the top of the EndNote screen are options to create a
Group, create a Smart Group, and create a Group Set. Groups allow you to
manually group references together by dragging and dropping. Smart groups
use a search profile to automatically add references into a group. Group sets
are useful to help group references into topics, or chapters for a document.
10. USING ENDNOTE WITH MICROSOFT WORD
When EndNote is installed on a computer, an EndNote toolbar* is added to
Microsoft Word. Icons are available to allow you to find references in your
EndNote library and insert these as citations into your document.
Important thing to note:
The Word EndNote toolbar controls much of the functioning of EndNote in your
Word document. The toolbar can change the Output Style and control the
formatting level of In-text citations. When using EndNote you cannot use
Word’s inbuilt referencing system via the References tab to create your
bibliography.
*The Word EndNote toolbar looks slightly different in the MAC version.
Converting citations to Unformatted or to Plain text are under Tools.
Class Exercise :
Although stroke rates appear to be decreasing,1 population ageing will
intensify the disease and the need for effective management strategies.2
1. Islam MS, Anderson CS, Hankey GJ, Hardie K, Carter K, Broadhurst R,
et al. Trends in incidence and outcome of stroke in Perth, Western Australia
during 1989 to 2001: the Perth Community Stroke Study. Stroke
2008;39(3):776-82.
2. Tobias M, Cheung J, Carter K, Anderson C, Feigin VL. Stroke
surveillance: population-based estimates and projections for New Zealand.
Aust N Z J Public Health 2007;31(6):520-5.
MS WORD ENDNOTE TOOLBAR ICONS
Search + Go to EndNote Use these to find references you need to cite.
Edit & Manage Citations Move mouse cursor just before in-text citation
marker, and click, grey highlight indicates citation can be edited.
Update Citations & Bibliography Use to reformat paper updating any citation
deletions or changes to style, etc, Use to convert document from an
unformatted state to formatted.
Convert Citations & Bibliography this is a pull-down screen with the following
icons : Convert to Unformatted Citations This will remove the formatted
bibliography references from your document, and convert the in-text citation to
a format like {Smith, 2012, #13}. This will also switch off instant formatting.
Convert to Plain Text Use this to convert your document to a safer format for
proof reading and sending to a publisher for review.
Other useful controls can be found in the Format Bibliography options. To
display the options click on the small down arrow to the right of the label
“Bibliography”. Layout will allow you to change bibliography font and font size
You can change the style of your referencing by using the Style pull-down box.
However if you need to change the format of your in-text citations or
bibliography references for a specific style, this needs to be done via the
EndNote program using Edit Output Style. There is a template for in-text
citations and templates for reference types where small changes can be made
to change the final look of citations and references.
Important features to explore are :
• Turning on and off Instant formatting option
• Using Update Citations & Bibliography to format document
• Inserting citations using different display options
APPENDIX
A. CUSTOM INSTALLATION
EndNote 20 only installs a selection of the most popular filters, connection files
and output styles by default. To install ALL available files:
1. Select the Custom option during installation.
2. Choose Entire feature will be installed on local drive from the pull-down
menu of Additional Filters. Repeat the previous step for Additional Styles.
B. ENDNOTE WEB
EndNote users have the option to create an EndNote Web account, which is
very useful as either a backup of your PC/MAC version, or as a method of using
EndNote entirely.
An account can be created at :
[Link]
Under the Library tab users will find an option to Sync their library with
EndNote Web to keep both versions uptodate. Login details can be stored in
preferences.
C. PREFERENCES
EndNote preferences can be found via under the Edit tab.
TIP : use preferences to :
• Change default display fields in the references summary screen
• remove OpenURL option if Find Full Text is not working
• store login details for EndNote Web sync function