ENDNOTE FOR WINDOWS

UCT Libraries

2015

Outline

• Download & install

• Setting preferences (Recommended)

• EndNote features

• Create an EndNote Library

• Import references (Google Scholar, Web of Science & EBSCO Academic Search Premier)

Download & install

• Go to - ICTS Download @ https://www.icts.uct.ac.za/modules.php?name=Your_Account&page=Downloads&pageop=AddDownload

• Download Endnote from the Windows Applications icon

• Open the Endnote icon on the Desktop

• Go to the File menu, select New and save a new library, e.g. ‘My Endnote Library’

Edit Settings

Go to the Edit menu choose Preferences to customize the recommended settings:

• Find Full-text Search the Web for full-text.

• PDF Handling Automatic renaming of PDF files, e.g. author, year, title.

• Sync

Allows synchronization with an online account. Set preferences and save a username and password. Enable Sync button to activate the online account.

Find full-text

SEARCH FOR FULL-TEXT (IF AVAILABLE) Add OpenURL to allow searching.

PDF Handling

PDF RENAMING OPTION PDF Handling preferences allow you to create better organised and easily searchable names for your PDF documents imported into a library.

Sync

SYNC ONLINE AND DESKTOP LIBRARIES Allows synchronization with an online account.

EndNote features SHARE YOUR LIBRARY Collaborate with other EndNote users.

INSERT CITATIONS Export citations and references directly into MS Word.

SEARCH EASILY Access thousands of online resources within EndNote.

ORGANISE YOUR REFERENCES Create groups and drag and drop your references into them, or create automatic smart groups and EndNote take care of this for you.

VIEW AND ANNOTATE YOUR PDFs Add sticky notes to your PDFs and search for them later. Use the built-in email functionality to quickly share a reference and its file attachments with others.

SYNC YOUR LIBRARY Sync across desktops, online library as well as iPad

How to get references into an EndNote Library

• Import PDF files or folders.

• Export from Google Scholar and databases, e.g. Web of Science.

• Search from within EndNote and import records.

Import PDF files or folders

IMPORT YOUR PDFs Your PDFs are saved automatically from a folder on your PC. IMPORT PDFs

If you already have PDFs of full-text articles on your computer, you can start by importing them into your EndNote library. With your library open, go to File> Import – to import one PDF or a folder of PDFs.

Export from Google Scholar (Method 1)

IMPORT REFERENCES Many online databases give you the ability to export references to your EndNote library. In Google Scholar there is an option to ‘Cite’, click on the link and send to EndNote. The EndNote option might also be labelled as ‘RIS’.

Export from Google Scholar (Method 2)

IMPORT REFERENCES Change Google Scholar’s Bibliography manager setting to show links to import citations to Endnote.

Export citations from EBSCO Academic Search Premier

IMPORT REFERENCES Many online databases, for example EBSCO Academic Search Premier enable you to export references to your EndNote Library. Look for the option to share/cite or export. You will be prompted to add your references to a folder. (Note: should you only wish to export one citation you should not have to export to a folder, but can export the record directly.)

Export citations from EBSCO Academic Search Premier

IMPORT REFERENCES The references are in a ‘Folder’ which is created automatically. You are prompted to either print, e-mail, save as file or export. Choose the ‘Export’ option.

Export citations from EBSCO Academic Search Premier

IMPORT REFERENCES Save your citations to a file formatted for option appears, click on the Direct Export in RIS Format (e.g. CITAVI, EasyBib, EndNote, ProCite, Reference Manager, Zotero) option.

Results from EBSCO Academic - exported to EndNote

IMPORTED REFERENCES References are saved automatically into an ‘Imported References’ folder. Search for the full-text with the ‘Find full-text ‘option to attach the PDFs. (Note: Find full text might not work with ‘session-based-log-in’ services such as EBSCO, OVID, JStor, ProQuest.)

Export citations from Web of Science (Thompson Reuters)

IMPORT REFERENCES Many online databases give you the ability to export references to your EndNote library. Look for the option to save, export, or send to EndNote. The EndNote option might also be labelled as ‘RIS’.

Search from within EndNote and import records

SEARCH FROM WITHIN ENDNOTE Online searching via the Online Search Mode or Integrated Library & Online Search Mode allow for searching from within Endnote. In this example Web of Science Core Collection was the database.

Find Full-text

FIND ARTICLES Use the ‘Find Full’ text feature to search for matching full text . (Note: not all databases are compatible with this feature. You may also save a copy of the article to your desktop and attach this to the citation. See also: Import PDF files or folders)

Cite while you write

CITE WHILE YOU WRITE Cite While You Write is an EndNote application that can be used in conjunction with your word processing software ,e.g. MS Word. It allows you to format papers, essays and other academic writing by adding ‘markers’ while you write your academic piece. Once completed it will ‘format’ in the style you require, e.g. APA, Chicago, MLA or Harvard. (Note: the software will install automatically once you download Endnote to your desktop.)

Cite while you write

CITE WHILE YOU WRITE Insert citations, either via the Insert citation icon or via the Go to Endnote icon.

Insert citation via Endnote

CITE WHILE YOU WRITE Insert citations via Go to Endnote.

Insert citation via Endnote

CITE WHILE YOU WRITE Insert citations via the Insert citation icon. In this example the author is excluded as the author names forms part of the text.

Insert citation from within MS Word

Insert page numbers via Edit & Manage Citations

SAMPLE TEXT Use ‘Edit & Manage Citations’ to include page numbers or further manipulation of citations.

APA 6th edition – sample text

Back-up Three recommended back-up methods:

• Back-up of ‘My Library’ by synchronizing to the Online/Web Library.

• From the ’File’ menu, select ’Compressed Library’ (.enlx) and then ’Create’ a back-up. Use the file dialogue to save to an ‘EndNote Compressed Library’ (filename.enlx) to a location other than your local drive, e.g. Dropbox.

• With a library open, choose ’Save a Copy’ from the ’File’ menu. Name the new library and choose a location other than your local drive, e.g. Dropbox. Click ’Save’ and ‘EndNote’ will create a copy of the library.

Additional help

• UCT Libraries Endnote information

• UCT Libraries Endnote Library Guide

• Endnote Training Guides