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AGUIDETOUSINGENDNOTE
Needhelp?Contact:
• GiovannaBadia–[email protected]• AprilColosimo–[email protected]• TaraMawhinney–[email protected]• JenniferZhao–[email protected]• [email protected]
DownloadingtheEndNoteSoftware&ConnectingtoEndNoteWeb
• McGillstudents,faculty,andstaffcanvisithttp://bit.ly/mcgillendnotetodownloadEndNoteontheirdesktopsandtoaccessEndNoteWeb(theonlineversionofthissoftware).Bothdesktopandonlineversionsofthesoftwarecancommunicatewitheachotherandbeusedtogether.
CreatingaNewEndNoteLibrary
1. OpenEndNoteonyourcomputer.2. SelectFile>Newfromthemenu.3. Nameyourfileandselectwhereyouwishtosaveit.4. ClickonSave.
ExportingSearchResultsfromtheMcGillWorldCatCatalogue
1. SearchtheMcGillWorldCatCatalogueandclickonthetitleofasearchresult.
2. ImportareferencebyclickingontheCite/Exportlink,whichislocatedabovethecompleterecordofeachWorldCatsearchresult.
3. ClickontheExporttoEndnote/ReferenceManagerlink.
Note:OnaMaccomputer,donotselecttheoption,“SaveasPackage”whenyouarecreatinganewEndNotelibrary.
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ExportingSearchResultsfromGoogleScholar
1. SearchGoogleScholar.
2. ImportareferencebyclickingontheCitelink,whichwillappearbeneatheachGoogleScholarsearchresult.
3. ClickontheEndNotelink.
4. SeeNoteaboutbrowserabove.
ExportingSearchResultsfromCompendex
1. SearchCompendexandselectyourresults.
2. ClickontheDownloadiconaboveyourlistofsearchresults.
3. SelecttheEndNote(RIS,Ref.Manager)optioninthemiddleFormatcolumn.
4. ClickonDownloadrecord(s).5. SeeNoteaboutbrowserabove.
Noteaboutbrowser:Dependingonyourbrowsersettings,thefilewithyoursearchresultswilla)bedownloadedonyourcomputer,orb)openapop-upwindowthatwillaskyoutoopen/savethefile.Ifa),doubleclickonthedownloadedfiletoopenitinEndNote.Ifb),choosetoopenthefileandselectEndNoteastheprogramwithwhichtoopenthefile.IfyouarepromptedtoSelectaReferenceLibrary,selectandopenyourEndNotelibrary.
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ExportingSearchResultsfromWebofScience
1. SearchWebofScienceandselectyourresults.
2. SelectSavetoEndNotedesktopfromthedropdownmenu,locatedaboveyourlistofsearchresults.
3. SelectAuthor,Title,Source,AbstractfromthedropdownmenuandclickonSend.4. SeeNoteaboutbrowseronpage2.ExportingSearchResultsfromScopus
1. SearchScopusandselectyourresults.2. ClickontheExportlinkaboveyourlistofsearchresults.
3. SelecttheRISformat(EndNote,ReferenceManager)optionundertheSelectyourmethodofexportheading.
4. Selecttheoptions,CitationinformationandAbstractandkeywords,undertheCustomizeexportheading.
5. ClickontheExportbutton.6. SeeNoteaboutbrowseronpage2.
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ExportingSearchResultsfromProQuestDatabases(e.g.,DissertationsandTheses,GeoRef,etc.)
1. SearchaProQuestdatabaseandselectyourresults.2. SelecttheRIS(workswithEndNote,Citavi,etc.)optionundertheSavedropdownmenu,located
aboveyourlistofsearchresults.
3. ScrolldownandclickontheContinuebutton.4. SeeNoteaboutbrowseronpage2.ExportingSearchResultsfromSciFinder
1. SearchSciFinderandselectyourresults.2. ClickontheExportlinkonthetopright-handsideofthepage
3. SelecttheCitationexportformat(*.ris)inthemiddlecolumnandclickontheExportbutton.4. SeeNoteaboutbrowseronpage2.
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ExportingSearchResultsfromPubMed1. SearchPubMedandselectyourresults.
5. SeeNoteaboutbrowseronpage2.
CreatingaNewReference
1. SelectReferences>NewReferencefromtheEndNotemenu.2. Selectthetypeofdocumentfromthedropdownmenuatthetopoftheform.3. Clickoneachfieldtoentertheinformation.
ManuallyEnteringaReferencetoaJournalArticleinEndNote(Sample)
Somecommonfieldstoenter:a. AuthorStortz,TerriA.
Marangoni,AlejandroG.b. Year2013c. TitleEthylcellulosesolventsubstitutionmethodofpreparingheatresistantchocolated. JournalFoodResearchInternational
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4.
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Tipsforenteringauthorinformation:Youcanenteranauthor’snameasfollows:JohnSmithorSmith,JohnPlaceacommaafterthenameofanorganization:McGillUniversity,Enteroneauthorperline,i.e.,typethefirstauthor,pressenter/returnonyourkeyboard,typethesecondauthoronthesecondline,andsoon.
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e. Volume51f. Issue2g. Pages797-803h. DOI10.1016/j.foodres.2013.01.059
ThereferenceshouldappearasfollowsforACSstyle:1. Stortz,T.A.;Marangoni,A.G.EthylcelluloseSolventSubstitutionMethodofPreparingHeatResistantChocolate.FoodRes.Int.2013,51(2),797-803.ThereferenceshouldappearasfollowsforAPA6thstyle:Stortz,T.A.,&Marangoni,A.G.(2013).Ethylcellulosesolventsubstitutionmethodofpreparingheat
resistantchocolate.FoodResearchInternational,51(2),797-803.doi:10.1016/j.foodres.2013.01.059
ThereferenceshouldappearasfollowsforIEEEstyle:[1] T.A.StortzandA.G.Marangoni,"Ethylcellulosesolventsubstitutionmethodofpreparingheat
resistantchocolate,"FoodRes.Int.,vol.51,no.2,pp.797-803,May2013.ThereferenceshouldappearasfollowsforVancouverstyle:1. StortzTA,MarangoniAG.Ethylcellulosesolventsubstitutionmethodofpreparingheatresistantchocolate.FoodResInt.2013;51(2):797-803.ManuallyEnteringaReferencetoaWebPageinEndNote(Sample)
Somecommonfieldstoenter:a. AuthorNationalAcademyofEngineering,b. Year2008(includemonthanddayifavailable,e.g.,2008,February15)c. TitleMakesolarenergyeconomicald. AccessDateJanuary10,2017(donotentertheaccessdateforIEEEstyle)e. TypeofMediumOnline(informationmaydifferdependingonthestyle)f. URLhttp://www.engineeringchallenges.org/cms/8996/9082.aspx
ThereferenceshouldappearasfollowsforACSstyle:1. NationalAcademyofEngineering.MakeSolarEnergyEconomical.http://www.engineeringchallenges.org/cms/8996/9082.aspx(accessedJanuary10,2017).ThereferenceshouldappearasfollowsforAPA6thstyle:NationalAcademyofEngineering.(2008,Feb.15).Makesolarenergyeconomical.Retrievedfrom
http://www.engineeringchallenges.org/cms/8996/9082.aspxThereferenceshouldappearasfollowsforIEEEstyle:[1] NationalAcademyofEngineering.(2008,Feb.15).Makesolarenergyeconomical[Online].
Available:http://www.engineeringchallenges.org/cms/8996/9082.aspxThereferenceshouldappearasfollowsforVancouverstyle:
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1. NationalAcademyofEngineering.Makesolarenergyeconomical[Internet].Washington,D.C.:theNationalAcademy;2008Feb15[cited2017Jan10].Availablefrom:http://www.engineeringchallenges.org/cms/8996/9082.aspx.
SelectingaStyle
1.ClickonareferenceinyourEndNotelibrary.2.OnaWindowscomputer,clickonthestyledropdownmenuontheleft-handsideofthescreen.OnaMac,itislocatedonthebottomofthescreen.WhenyoufirstinstalltheEndNoteprogram,thestyledisplayedbydefaultisAnnotated.
3.ChoosetheSelectAnotherStyleoption,typethenameofthestyleyouneedinthesearchbox,presstheEnterbuttononyourkeyboard,andclickonChoose.4.OnaMac,thereferencewillbedisplayedbelowthestyledropdownmenu.OnaWindowscomputer,clickonthePreviewtabtoseewhatthereferencewilllooklikeinwhateverstyleyouselected.
ImportingaJournalsTermList
TheJournalsTermListprovidesboththeabbreviationsandfullnamesofjournals.Thestyleyouchoose(e.g.,ACSstyle)willtakewhatitneedsfromthislist(e.g.,thejournalabbreviation)toformat
Note:Somestyles,suchasVancouverstyle,willrequirethatyouentermoreinformationaboutthewebpage,suchasthepublisherandplacepublished.
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yourbibliographycorrectly,eventhoughthereferencesinyourEndNotelibrarymaycontainsomethingelse(e.g.,thefulljournalnames).1. SelectTools>OpenTermLists>JournalsTermListfromthemenu.2. RightclicktoSelectAlljournalsinthelist(onaMac,pressandholdthecommandandAkeys).Clickon
DeleteTerm.3. ClickontheListstab,selectJournalsandclickonImportList.4. IntheOpenwindow,lookintheC:\ProgramFiles\EndNote\TermsLists(onaMac,gotoMacintoshHD
>Applications>EndNote>Terms)foldertoselectthelistappropriatetoyoursubjectarea(e.g.,Chemical.txt)andclickOpen(clickChooseonaMac)toimportthefulljournalnamesandabbreviationsintoyourlibrary.
5. ClickOK.6. Youcanimportadditionallistsbyrepeatingsteps3-5above.7. ClickonClose.Ifafterimportingthejournalstermlist,youseethatthejournalnamesinyourbibliographyarenotdisplayedcorrectlyaccordingtothestyleyourselected(e.g.,abbreviatedjournalnamesfortheACSstyle),followthestepsbelowinEndNote:1. SelectEdit>OutputStyles>OpenStyleManagerfromthemenu.2. Typethestyleyouwishtoeditinthesearchboxandpresstheenterkey.Clickontheboxtotheleftof
thestyleyouwishtoeditandthenclickontheEditbutton.Anotherpop-upwindowwillappear.3. ClickonJournalNamesintheleftcolumn.4. Youwillprobablyseethe“Don’treplace”optionselected.Choose,instead,theoptionthat
correspondstotherulesofthestyle,i.e.,UsefulljournalnameorAbbreviation1.5. SelectFile>Saveasfromthemenu.6. RenametheeditedstyleandclickonSave.7. FormatyourbibliographyinWordwiththeeditedstyle(seepage11forhowtoformatyour
bibliographyinWord).
ChangingtheCapitalizationofWordsintheTitle
Somebibliographystylesrequirethateachwordinthetitleofthereferenceiscapitalized(i.e.,headlinestyle),whileothersstatethatonlythefirstwordandpropernounsarecapitalized(i.e.,sentencestyle).Ifyouseethatthetitlesinyourbibliographyarenotcapitalizedconsistently,followthestepsbelowinEndNote:1. SelectEdit>OutputStyles>OpenStyleManagerfromthemenu.2. Typethestyleyouwishtoeditinthesearchboxandpresstheenterkey.ClickontheboxtotheleftofthestyleyouwishtoeditandthenclickontheEditbutton.Anotherpop-upwindowwillappear.3. ClickonTitleCapitalization.
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4. Youwillprobablyseethe“Leavetitlesasentered”optionselected.Choose,instead,theoptionthatcorrespondstotherulesofthestyle,i.e.,HeadlinestylecapitalizationorSentencestylecapitalization.
5. SelectFile>Saveasfromthemenu.6. RenametheeditedstyleandclickonSave.7. FormatyourbibliographyinWordwiththeeditedstyle(seepage11forhowtoformatyour
bibliographyinWord).ImportingPDFArticles
SomejournalsencodethePDFsoftheirarticleswithmetadata,whichallowsyoutoimportthesePDFarticlesdirectlyintoEndNote.EndNotewillthenextracttheauthor,year,title,journal,andotherdescriptiveinformationfromthePDF.1. OnaWindowscomputer,selectFile>Import>File(orselectFolderifyouhaveafolderofPDFs
onyourcomputer)fromtheEndNotemenu.OnaMac,selectFile>Import.2. SelectthePDFfileyouwishtoimport.3. SelectthePDFoptiononaWindowscomputer.ClickontheOptionsbuttonandselectPDFFileor
FolderonaMac.4. ClickontheImportbutton.
SearchingforReferences
1.SelectTools>SearchLibraryfromtheEndNotemenu.2.Selectwhereinthereferenceyouwishtosearchyourterms(e.g.,Title).3.Typeyourtermsinthesearchbox.4.ClickontheSearchbutton.
Note:ClickontheOptionsbutton(orthebuttonwithawheelimageonaMac)andselectConverttoSmartGroupifyouwanttocreateagroupwithyoursearchresults.Thesmartgroupwillbeautomaticallyupdatedwithreferencesthatmatchthesearchstrategywhenyouimportorenternewreferences.SavingReferencestoaFolder(Group)
1. Highlightthereference(s)youwishtoaddtoagroup.2. SelectGroups>AddReferencesTo>CreateCustomGroupfromtheEndNotemenu.Namethe
group(e.g.,Project)bydoubleclickingontheNewGrouplabelontheleftofthescreen.3. Toaddreferencestoanexistinggroup,highlightthereference(s),selectGroups>AddReferences
To>theGroupname(e.g.,Project)fromthemenu.
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EditingReferences
1. HighlightthereferenceyouwishtoeditinEndNote.2. SelectReferences>EditReferencesfromthemenu.3. Clickonthefieldtoeditandmakeyourchanges.4. SelectFile>Savefromthemenu.5. SelectFile>CloseReferencefromthemenu.
CheckingforDuplicateReferences
1. OnaWindowscomputer,selectEdit>PreferencesfromtheEndNotemenu.OnaMac,selectEndNote>Preferences.
2. ClickontheDuplicatesoptionintheleftbar,choosethefieldsyouwantEndNotetocompare,and,onaWindowscomputer,clickonApply>OK.OnaMac,clickonSave.
3. SelectEdit>SelectAllfromthemenu.4. Finally,selectReferences>FindDuplicatesfromthemenu.
LocatingtheCompleteTextofJournalArticles
1.OnaWindowscomputer,selectEdit>PreferencesfromtheEndNotemenu.OnaMac,selectEndNote>Preferences.
3.DeleteanyexistingaddressintheOpenURLboxandtypehttp://mcgill.on.worldcat.org/atoztitles/link
4.WhennotontheMcGillnetwork,enterthefollowingaddress:http://proxy.library.mcgill.ca/login?url=
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6. Highlightthereferenceorreferencesyouwishtolocate.SelectReferences>FindFullText>FindFull
Text.Acceptthecopyrightnotice.Ifthefulltextofanarticleisfound,thePDFwillbeattachedtothereference.
7. ForreferenceswhereaPDFcannotbefoundinthepreviousstep,highlightthereference(youcanonlychooseonereferenceatatime),selectReferences>URL>OpenURLLinkfromtheEndNotemenu.AwindowwillopeninyourInternetbrowserwithamenuthatdisplayswhetherthereferenceisavailableelectronicallyorinprintviatheMcGillLibrary.
AttachingPDFstoReferences
1. HighlightthereferenceforwhichyouwouldliketoattachaPDF.2. SelectReferences>FileAttachments>AttachFilefromthemenu.3. LocateyoursavedPDFfileonyourcomputer/storagedeviceandclickonOpen.4. Clickoutsidethereferencetobepromptedtosaveyourchanges.Youwillnowseeapaperclip
iconattachedtothereference.
CreatinganIndependentReferenceList
1. HighlightthereferencesinyourEndNotelibrarythatyouwishtoincludeinyourreferencelist.2. Selectthestylefromtheoutputstyledropdown.3. SelectEdit>CopyFormattedfromthemenu.4. OpenWordandpastethereferences.
InsertingReferences(Citations)inyourWordDocument
1. OpenyourEndNotelibraryandyourWorddocument.2. Placeyourcursorwhereyourwishtoinsertyourcitation(s)inyourWorddocument.3. SwitchbacktoyourEndnoteLibraryandhighlightthereference(s)youwishtocite.4. SwitchbacktoyourWorddocumentandselectInsertCitation>InsertSelectedCitation(s)from
theseparateEndNotetabinthemenu.(Note:CannotfindtheEndNotetabinWordonaMac?PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)
FormattingyourCitations&BibliographyinWord
1. FromtheEndNotetabintheWordmenu,clickontheStyledropdownmenu.2.Chooseyourstyle.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.ClickonConfigureBibliographytochangethestyle.)
DeletingaCitationfromyourWordDocument
1. SelectEdit&ManageCitation(s)fromtheEndNotetabintheWordmenu.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)
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AddingaPageNumbertoanIn-TextCitationinyourWorddocument
1. SelectEdit&ManageCitation(s)fromtheEndNotetabintheWordmenu.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)
2. Highlightthereferenceyouwishtoedit.3. EnterthepagenumberinthePages:box.4. ClickontheOKbutton.
ConvertingCitationstoPlainText
• SelectTools>ConverttoPlainTextfromtheEndNotetabintheWordmenu.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)
CopyingorMovingyourEndNoteLibrary
• EndNotecreatesafile(witha.enlextension)andafolder(witha.Dataextension)foryourEndNoteLibrary.
• WhencopyingormovingyourEndNoteLibrarytoadifferentlocation,copyormoveboththe.enlfileandthe.Datafolder.
EmailingYourEndNoteLibrary
1. SelectFile>CompressedLibraryfromtheEndNotemenuandclickonNext(Windows)/OK(Mac).2. Nameyourlibrary,choosewheretosaveit,andclickonSave.3. Log-intoyouremail,writeyourmessage,andattachthecompressedlibrarytoyouremail
message.
Lastupdated:September15,2017
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Clickingon.enlwillopenyourEndNotelibrary.
