RefWorks EndNote
Build and manage your personal database.
Create, format and edit bibliographies.

 


RefWorks is an online research management, writing and collaboration tool, designed to help researchers easily gather, manage, store and share all types of information, as well as generate citations and bibliographies. Learn more with the Tutorial.

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Endnote is a software application designed to store and manage personal databases. Bibliographies retrieved from electronic databases are imported by EndNote, creating a library which can then be searched, processed and used as a bibliography maker.

Included here are instructions about:

 Connection Files

Notice for versions 3 or 4 (20.1.03): Due to changes in PubMed there are connection problems from EndNote versions 3 or 4. Until it is fixed, the other option should be used, as follows:

  1. After conducting a PubMed search, select (check box) your relevant results.
  2. From the Display drop down list, select the Medline format.
  3. Click on Send To > File (select File from the drop down list).
  4. A file named query.fcgi (you may change it to _ .txt) will be saved.
  5. In EndNote, open a library, select File > Import.
  6. Choose the file saved from PubMed.
  7. Make sure the Import Option (Filter) is PubMed (NLM). If it is not, use the drop down list to choose the filter PubMed (NLM) or click on Other Filters... to select it from the Filters folder that comes with EndNote.
  8. Click on Import and that should bring the new references into the open library. The references shown now are only the newly brought. In order to show all, go to References in the menu and select Show All (Ctrl+H).

 Preparing Items for Import to EndNote

Select the detailed steps for each of the listed databases:

  • CSA
       Save/Print/Email Records
       Record Format
       File Format
       From File menu - Save as.. *.txt

  • INSPEC
       Select relevant records
       Scroll down to Citation Manager
       Save Citation Format as Reprint/Medlars

  • PubMed
       Display as "MEDLINE"
       Send to File

  • Science Citation Index
       Mark relevant items
       Submit
       open Marked list
       Select fields to include in the output
       Save as Field Tagged format to file or Export to Reference Mangaer

  • SciFinder Scholar
       Mark relvant records
       Save them in the Tagged Format (*.txt)

 Importing to EndNote

CREATE a new library or open an existing one.
IMPORT records (Import... from the File menu):
Choose File... Select the saved file
Import option/s... Select the suitable filter as detailed
(from the Filters folder in EndNote)

DATABASE FILTER (MAC/PC)
Cambridge Scientific Abstracts ASFA (CSA)
INSPEC INSPEC (OVID)
PubMed MEDLINE (NLM) or PubMed (NLM)
Science Citation Index ISI Web of Science or Web of Science
SciFinder Scholar (CAS) SciFinder V5 Scholar V3 or SciFinder (CAS)

 Managing References in EndNote

   EDIT references.
   SEARCH your own library to locate references.

 EndNote and Word

In order to use EndNote within a Word (MAC) document, EndNote Word Add-in should reside in a defined folder, depending on the version of Word you are using. If this hasn't been installed automatically it should be done manually as follows:

Drag EndNote Word Add-in from the EndNote/Microsoft Word Add-in folder to:
Word 2001 Microsoft Office 2001/Office/Startup/Word
Word 2000 Microsoft Office 2000/Office/Startup/Word
Word 98 Microsoft Office 98/Office/Startup/Word
Word 6 System Folder/Preferences/Word Startup Folder(6)

Formatting citations in a Word document:

  1. Go to EndNote (Tools menu)
  2. Open your library
  3. Locate the cursor at the citation in text (WORD)
  4. Select a reference (EndNote)
  5. Insert citation (repeat steps 3-5 for all the relevant citations)
  6. Format your bibliography

 EndNote 5

   EndNote 5 - CWYW

 EndNote 6/7/8/9

   EndNote 6 - For Mac OSX (10.2), Word X

   EndNote 7 - For Mac OSX (10.3 -),Word X

   EndNote 8 - For Mac OSX (10.3 -), Word 2004

   EndNote 9 - For Mac OSX (10.3 -), Word 2004

 EndNote X    See what's new

 Organize your PDF files
EndNote X introduces a new way to manage your PDF files. Now you can drag and drop a PDF file onto an EndNote record saving many steps and creating a link automatically. The PDF files are stored along with the EndNote references. And when you need to move your EndNote library between computers, the new compressed library option creates a single-file backup for easy transport.

View more-or less-detail as desired
EndNote X expands your library view with up to eight fields enabling you to sort columns quickly. A new icon identifies references containing links to PDF and other files. The reference edit window now includes a show/hide empty fields option to reduce scrolling for reference detail.

Search and collect references in new ways
EndNote X offers new search options including “begins with” and “ends with” for field and word searching. With continued suggestions from users, EndNote X includes new and updated files for searching online resources, importing references, and formatting bibliographies. You’ll find 800+ connections to online sources, 540+ import filters and over 2,300 publishing styles.

Other new features:
-Reference type lists are now alphabetized for locating easily
-Four new reference types: Grant, Ancient Text, Dictionary, and Encyclopedia
-The "Electronic Source" references type is renamed to "Web Page"
-Compressed library option creates a single-file backup for moving EndNote libraries between computers
-Store up to 45 links per reference in the "Link to PDF" field
-Convert existing PDF links to the new EndNote-relative link in one step
-Use the PDF icon in the EndNote toolbar to open the first linked file in the highlighted reference
-"Change Text" and "Change Fields" include a new option for tab and carriage returns used in phrases
-Search fields and words using "begins with" and "ends with" replaces "Use Full Text Index" of previous versions
-"RTF Document Scan" is renamed to "Format Paper"
-Customize library and reference toolbars in Mac OS X version for quick access to frequently used commands
-Identify individual references easily in Spotlight Mac OS X Tiger search results, more descriptive details available.