Why & How to Learn EndNote

Step 1: Setup EndNote software
Step 2: Begin an EndNote Library

Step 3: Checking Styles & References

Step 4: Importing references 
Step 4a: Importing from OneSearch
Step 4b: Importing from a Database 

Step 5: Managing your EndNote Library

Step 6: Using Endnote with MS Word
Step 6a: Adding references in Word
Step 6b: Editing references in Word

Optional Learning Path Steps
Organising your references

Working + full-text PDFs 

Other EndNote import methods
 

If you have PDF files of recent articles saved to your computer look for a DOI (digital object identifier) on the first page (not all files will have it). This type of file can be imported into your EndNote library where it will automatically create an entry.

1. Open your EndNote library.
2. Click on IMPORT ICON in the EndNote toolbar 
3. In the IMPORT DATA FILE box select CHOOSE, locate the pdf file you want to add and click OPEN
4. For IMPORT OPTION choose PDF by clicking the pull-down menu.
5. Click on IMPORT and the file will be imported and a record created for it.
6. With the Reference panel open, scan the fields of the new record noting any amendments required e.g. the journal title might be abbreviated but the full title might be available in the ALTERNATE JOURNAL field.
7. Correct as required.

PDFs may also be dragged and dropped onto the appropriate reference in your library, or attached in a similar way to an email attachment.

1. Go to Google Scholar http://scholar.google.com
2. Conduct your search.
3. Click on the IMPORT INTO ENDNOTE link for the reference you would like to save to your EndNote library.
4. A temporary EndNote Import File will appear in your downloads folder. Double click on this file which will then open in your EndNote library into Imported References. If asked if you wish to Open or Save, click on OPEN.

Setting up the Import into EndNote option
It may be necessary to set up Google Scholar’s preferences to set EndNote as the preferred Bibliography manager to see the Import Into EndNote option. 

1. Click on the top left of the screen, then SETTINGS COG: 
2. Under BIBLIOGRAPHY MANAGER, select Show links to import citations into and choose ENDNOTE: 

Quality check
Google Scholar citations can be very poor quality, for example, the volume number for a journal article may be missing or the journal title may have incorrect capitalisation or be abbreviated or not all authors included in the reference. Conduct a quality check once imported, or import a better quality reference from sources such as PubMed or Web of Science:

1. Highlight the reference or references to be checked in EndNote
2. Go to REFERENCES and click on FIND REFERENCE UPDATES

The Import method provides better quality references than the Export method for Ovid Medline on UWA computers. The Export method results in author information being duplicated.

1. Connect to the Medline (Ovid) database via OneSearch and conduct your search in Medline
2. Check the boxes next to the citations you want to export
3. Scroll up to the top of the Results box and click EXPORT

4. In the pop-up Export Citation(s) box, select ENDNOTE under FORMAT.  Under FIELDS TO DISPLAY select COMPLETE REFERENCE. Click EXPORT:

5. An ovidweb.cgi file should download to your downloads folder. 

6. Go to your EndNote Library and click FILE > IMPORT > FILE. 

7. This will open up the import file dialogue box

a. Select the ovidweb.cgi file saved in your DOWNLOADS folder

b. For the Import Option select Other Filters. Click on Medline (OvidSP) and then Choose.

c. Click on Import

8. Select the Citing Medicine style from Select another style drop down arrow then click Preview tab.

Note: Check Vancouver (based on Citing Medicine) guide for format type and other possible fields required to construct a complete reference and make necessary corrections. The Vancouver style (based on Citing Medicine) includes the use of journal title abbreviations, which can be done using EndNote. It uses the lists of abbreviations (terms lists) which come with the software.