ENDNOTE Software – The Basics

1. ENDNOTE Software – The Basics Robin Taylor Project Coordinator, Pharmacology and Experimental Neuroscience Managing Editor, Journal of Neuroimmune Pharmacology July 18, 2013

2. Training Objectives • Set up a reference library using EndNote • Insert citations into a Word document • Format bibliography • Export a traveling library

3. Build a reference library using EndNote X5 • Open EndNote • File New • Select “Save as Package” • Name your library and save to a location you remember.

4. Library layout

5. Searching Remote Library

6. Manually add a citation • PubMed Database does not include all written work (i.e. books, book chapters, abstracts. • These can be added manually. • Select References from Tool bar • New Reference

7. Manually add a citation - continued • Blank reference form appears. Default type is “Journal Article.” Use the drop down menu to select other type of reference to insert. • The fields will change according to the type of article. • Complete the required information; close window. It will ask you to save. 2 2 1. 1.

8. How to use End Note with Microsoft Office Macintosh-Microsoft Office 2011 Users • Open the EndNote library • Open the Word document a. Place your cursor where you want to insert a citation • On the tool bar, under “Tools,” select EndNote, “Go to EndNote” • Select citation(s) – see note on selecting more than one citation. • Return to Word • On the tool bar, under “Tools,” select EndNote, Go to “Insert selected citation(s) Note: Select more than one citation at a time - To select consecutive citation in EndNote, hold the shift key down - To select non-consecutive citations in EndNote, hold the command key down.

9. How to use End Note with Microsoft Office Windows Microsoft Office 2010 users • Open the EndNote library • Open the Word document a. Place your cursor where you want to insert a citation • On the tool bar, select the EndNote X5 tab. - If citation is already selected, use the “Insert Citation” drop down menu and select “Insert selected citation” or “Find Citation” • Select citation(s) – see note on selecting more than one citation. Note: Select more than one citation at a time - To select consecutive citation in EndNote, hold the shift key down - To select non-consecutive citations in EndNote, hold the control key down.

10. Formatting Bibliography Macintosh-Microsoft Office 2011 documents • If CWYW (cite while you write) is turned on, the document is formatted when new citations are inserted. • If CWYW is turned off, the document will show the “in- text field codes” and the bibliography is not formatted.

11. Macintosh-Microsoft Office 2011 Formatting Bibliography • On the Tools menu, select, EndNote, “Bibliography Settings” • Select Output Style. • Verify the temporary delimiters used for the in text citations. 2. 3. To format the bibliography if CWYW is turned off: 1.

12. Macintosh-Microsoft Office 2011 Formatting Bibliography

13. Macintosh-Microsoft Office 2011 Formatting Bibliography

14. Windows-Microsoft Office 2011 Formatting Bibliography • If Instant formatting (cite while you write - CWYW) is turned on, the document is formatted when new citations are inserted. • If CWYW is turned off, the document will show the “in text field codes” and the bibliography is not formatted.

15. Windows-Microsoft Word 2011 Formatting Bibliography To format the bibliography if CWYW is turned off: 1. Select the “EndNote tab” on the tool Word toolbar • Select “Style” • Select “Update Citations and Bibliography.” 2. 3. 1.

16. Adding new style to library If a specific style is not available in the current style library, • Search for it in EndNote’s on-line output styles http://www.endnote.com/support/enstyles.asp • Down load style to your desktop • Drop the style in Applications, EndNote X5 style folder.

17. Formatted document and no library What to do if you have your formatted document but forgot your library, or It is someone else’s document and you don’t have their EndNote library Export Traveling Library Macintosh users: Within the word document (not the bibliography section), from the Tools menu, select “Export Traveling Library.” Window users: On the EndNote X5 tab, select “Export to EndNote” drop down menu “Export Traveling Library.”

18. References: EndNote’s on-line output styles http://www.endnote.com/support/enstyles.asp EndNote Training: http://endnote.com/training UNMC Research Users Group: http://www.unmc.edu/vcr/rug.htm