EndNote X7 (17) Tutorial

Medical Center Library

Frank Davis, MSLS
Research & Education Division
frank.davis@uky.edu
859-323-3983

Updated 07-05-2013


What is EndNote, how can it help me and how can I get it?
EndNote is a powerful software application that is used to manage personal databases
of citations from sources such as journals, books or web sites. EndNote is compatible
with most of the major UK Libraries databases. Selected database references can be
easily downloaded into EndNote. Bibliographies and manuscripts can be created
using EndNote, then easily formatted in a wide range of publication styles, including
APA, MLA, Chicago and most major medical journals.

The software is loaded in all UK Student Computing Labs. A campus-wide EndNote
site license allows all current University of Kentucky faculty, students, and staff to
download the latest version of EndNote from a secure campus server at the following
URL: https://download.uky.edu

Authentication, via Link Blue, is required to download the software. The easiest way
to find EndNote after log-in to the Download site is to type the word EndNote in the
gray search box. Be sure to comply with all legal provisions required by the site
license.

Getting Help for EndNote Questions
UK Technical Support Issues: I.T. Help Desk:
Email: helpdesk@uky.edu
Phone: 859-257-1300

UK Information Resources Issues: UK Libraries
Email: refdesk@uky.edu OR mclib@uky.edu
Med Center Library phone: 859-323-3983 or 323-5300
Young Library phone: 859-257-05000 ext. 2170
Web Form: http://uky.libanswers.com/

General Help from EndNote (http:// www.endnote.com)
Online Getting Started Guide:
http://www.endnote.com/support/helpdocs/ENX7_GettingStartedGuide_Win.pdf

Technical Support page: http://www.endnote.com/encontact.asp OR
Phone: 800-336-4474 (at prompt, press 4, then "Research Software" option.

EndNote Discussion Forum:
http://forums.thomsonscientific.com/ts/?category.id=endnote
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Opening EndNote and Creating a New Library

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EndNote X7 Main Screen
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#1. DIRECT DATA ENTRYIndividual references can be entered into EndNote via a form.
Advantages: It is sometimes the only way to enter citations not found in electronic databases.

Disadvantages: It is slow, because only one reference can be entered at a time, one field at a time.
There may be a greater chance of typographical errors.

#2. IMPORT Search an individual databasethen IMPORT needed references into EndNote
Advantages: IMPORT is the best & most comprehensive way to find information from a specific database.
IMPORT allows for more customization of citation elements.
Some databases allow automatic weekly updates that can sent via email and Imported into EndNote.

Disadvantages: IMPORT requires a few more steps to get the needed citations into EndNote.
Save procedures may change subtly among individual databases

#3. ONLINE SEARCHUse the Internet from inside EndNote to connect to databases, then search and bring in citations.
Advantages: Online Search is quick and can work well when seeking known citations

Disadvantages: This is a fast, but NOT a comprehensive way to search. Many useful citations may be missed.
Online Search has a one size fits all search box and does allow for full functionality.
Some data elements (such as full-text URLs) may not transfer into EndNote via Connect.
Not all databases are configured for EndNote Connect files.

#4. DIRECT EXPORTThis allows you to search individual databases and directly export selected citations into EndNote.
Advantages: This combines the best features of IMPORT, but saves steps for getting citations into EndNote.

Disadvantages: Not all databases are configured for EndNote Direct Import.


Methods for Getting Citations into EndNote
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Creating a New Reference via Data Entry

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Using the Import Filter Manager
(This is the most comprehensive way to search.
Steps #1-6 should be completed before Importing
references into EndNote via steps on next page.)
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Importing Citations into an EndNote
Library

Steps #1-6 are used to Import references
that have been previously saved from a
needed database. Most databases have
instructions for how to save references
for EndNote. ASCII txt is a standard.
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Online Search Mode (Part #1)

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Online Search Mode (Part #2)

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Direct Export into EndNote (part #1)
Note: Direct Export does not work for all databases.
Follow steps #1-7 when working with databases with this option.
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Direct Export into EndNote (part #2)
Note: EndNote software initiates these steps after selected citations
have been chosen for Export from a specific database.
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Searching for Citations Within an EndNote Library
Steps #1-7 are used to find needed citations from an EndNote library. Selected
citations can then be inserted into to a manuscript.


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Copying EndNote Citations to a MS Word Manuscript
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MS Word 2010 EndNote X7 Toolbar
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Attaching an Image to an EndNote Citation
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Inserting an Image into a MS Word Manuscript
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Modifying Filters, Part #1
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Modifying Filters,
Part #2

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Saving & Importing PubMed Citations
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Saving & Exporting OvidSP Citations
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Saving & Exporting EBSCO Citations
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Using Google Scholar with EndNote
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Using OpenURL to Display UK Library Holdings
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Adding Journal Term Lists to an EndNote Library, Part #1
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Adding Journal Term Lists to an EndNote Library, Part #2
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Modifying APA Style to Get Full Journal Titles
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Obtain full sets of Output Styles, Import Filters, Connection Files,
Part #1


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Obtain full sets of Output Styles, Import Filters, Connection Files,
Part #2
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NIH Grants: Adding the PMC Field to EndNote Records
PMC
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Adding PubMed Central ID numbers into existing EndNote citations
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7. PubMed Central Journal List URL
PMC1758595