ENDNOTE QUICK GUIDE

Introduction to RefWorks, EndNote and Zotero
RefWorks Quick Guide  |  Zotero Quick Guide

• EndNote classes are available at Columbia.
• The online tipsheets at www.endnote.com, dealing with specific topics, can be useful.

• Go to the CUIT page and download the EndNote installer (requires UNI login and password)
• If you are upgrading to a new version of EndNote, uninstall the old version first.  Your libraries, connection files and filters will not be deleted.
• After downloading the EndnoteX2.zip file, unzip it using Winzip (or an equivalent program).  You can download a trial evaluation version of Winzip here.  Right-click on the EndnoteX2.zip file and select "Open with Winzip."  After Winzip has opened the files, extract them both to the folder C:\Program Files\Endnote X2\.  You must have the EndNote installer file itself (ENX2Inst.msi) and the license file (license.dat) in the same folder after they are unzipped.  Run ENX2Inst.msi to install the EndNote program.

• An EndNote library is a list of references. In EndNote X2, a library can be subdivided into groups.
• The extension for library files is .enl.
• To print the library that is currently open, select the citation style you wish to use in the upper left, then use File - Print...  To add to the list of styles available, go to Edit - Output Styles - Open Style Manager (it can take a long time for it to open). Check the box for the style you want, close the Style Manager by clicking the "X" in the upper right, and the style is added to the short drop-down list in the upper left.
• To print out a list of selected references in the form of a bibliography, copy and paste the references into a word processing document.  First choose the citation style you wish to use (in the upper left of the EndNote screen), then select the references from your EndNote library and copy them using Edit - Copy Formatted.  Then paste them into your word processing document.  Alternatively, you can make the EndNote window smaller and drag the references you wish to use onto the word processing document while holding down the Ctrl key.
• You can copy and paste references from one library to another.

• To enter a new reference manually, open an EndNote library, then use References - New Reference.
• Select the Reference Type (e.g. Book; Book Section; Journal Article; Electronic Article; Newspaper Article). This determines the fields offered.
• The most important fields to fill in are those required by the citation style you wish to use when you cite your references.
• It is useful to enter a URL for the item, if you can find one.
• Close the "New Reference" window by clicking the "X" in the upper right, and the reference is saved to the library that is open.
• Remember that EndNote (like any other bibliographic software) can only format your citations correctly if the information has been input correctly.  It is important to check each field after entering, or importing, references.
• To open up and edit a reference, double click on it, or right click on it and select Edit References.  To close it again, click the "X" in the upper right.

USING ENDNOTE TO FIND REFERENCES

It is possible to search CLIO and a few databases from within EndNote, using a connection file. This only works with publicly available databases such as library catalogs, and the National Library of Medicine database PubMed, but not with any other databases, due to subscription restrictions.  For most databases, it's necessary to search in the database itself and then export the records into EndNote (see tips below).

Searching a Library Catalog from within EndNote - e.g. CLIO

• In EndNote, go to Tools - Online Search - Columbia U.
• An "Any Field" search here is similar to a Keyword search in the regular CLIO interface, except that two or more words together are always taken as a phrase.
• Carry out your search in the search boxes at the bottom of the screen.
• As in CLIO, you can truncate words to find variant endings using ?.
• The dialog box tells you how many results were found; click on "OK" to retrieve them. 
• In EndNote X1 and earlier, retrieved references are displayed in a temporary window until you explicitly save them, so you can pick which references from those imported you want to save.  However, in EndNote X2, retrieved references are automatically added to the library that is currently open.  Only the imported references are shown after retrieval, and you may want to delete references from this list.  If you close the library and re-open it, all the references in the library will be displayed.

• Go to Tools - Online Search...
• Scroll down to PubMed (NLM) and click on "Choose."
• Carry out your search in the search boxes at the bottom of the screen.
• Truncate words to find variant endings using *.
• The dialog box tells you how many results were found; click on "OK" to retrieve them.  If EndNote is retrieving too many, click on "Cancel."
• In EndNote X1 and earlier, retrieved references are displayed in a temporary window until you explicitly save them, so you can pick which references from those imported you want to save.  However, in EndNote X2, retrieved references are automatically added to the library that is currently open.  Only the imported references are shown after retrieval, and you may want to delete references from this list.  If you close the library and re-open it, all the references in the library will be displayed.

• After you have carried out your search in the database, mark/tag or save to folder the records to be exported into EndNote.  Click on "Add to marked list" or "Add to folder" if the database requires that step.  (These options are different in different databases.)
• Click on "View Marked Items" or "Go to folder" (or the equivalent), to view only the records you have tagged.
• Select the items in your folder/marked list that you wish to export, find the link or button to "Export citations into EndNote" and click on it.
• If you don't already have an EndNote library open, the EndNote "Select A Reference Library" dialog box will open up, and you can select the library you want to save to.
• At this point, only the newly added references are shown, but if you close the library and re-open it, all the references in it will display.

• Go to http://www.endnote.com/support/enfilters.asp, sort by database, and find the correct filter for the database you are using, or find it in the list of filters provided by Columbia at http://www.columbia.edu/cu/lweb/help/howto/endnote/filters.html.
• Save the filter file to C:\Program Files\EndNote X2\Filters\.
• After carrying out your search in the database, tag the records to be exported/imported into EndNote.  Click on "Add to marked list"  or "Add to folder" if the database requires that step.  (These options are different in different databases.)
• Click on "View Marked Records" or the equivalent, to view only those records tagged.
• Save or download this list of records as a plain text file.  In order to do that, find the button that allows you to save, download or display these records as a Text file.
• Using either the database's Save function, or your browser's File - Save File As function, save this file to your desktop as a .txt file.
• In EndNote, open up the EndNote library where you wish to save the references, then go to File - Import.
• Click on "Choose File" and find the file you just saved on the desktop.
• Next to "Import Option," select Other Filters... and find the correct filter for the database in the list.
• Click on "Import."
• Only the imported references are shown at this point, but if you close the library and re-open it, all the references in the library will display.

• To open a reference and edit it, double click on it. 
• You can change the Reference Type at the top, which will change some of the field titles.
• You can edit multiple references at once by selecting them and then clicking on Edit - Change Text, if, for example, you notice that the same data has been imported incorrectly in more than one reference.
• To customize the fields in your references, use Tools - Change and Move Fields.

• In EndNote, go to Edit - Preferences…
• Click on "URLs & Links".
• Check the box "Enable OpenURL."
• Delete any text already in the "OpenURL Path" box.
• Type in this address: http://e-link.cul.columbia.edu:9003/culink
• Leave the Arguments as they are in the box below. Click on OK.

• Open a reference in an EndNote library.
• Go to References - URL - OpenURL Link.
• e-Link will check the available databases to see if any of them have the article in full text.

• Open the EndNote library you want to use.
• Choose the citation style you need to use for the paper by going to Edit - Output Styles - Open Style Manager (it can take a long time to open). Check the box for the style you want, close the Style Manager, and the style is added to the short drop-down list at the top left of the main window.
• When you are ready to insert a citation into your paper, in Word 2003 use Tools - EndNote - Find Citation.  In Word 2007, use the EndNote tab on the toolbar to access the EndNote commands.  After clicking on "Insert Citation" you may have to wait for a second or two until the citation is added to the paper. 
• When all your citations have been added, use Format Bibliography to format the paper.
• To add a footnote or an endnote in Word 2003, on the Word menu, use Insert - Reference - Footnote or Endnote, and then the EndNote menu to put in the citation.  In Word 2007, use the EndNote tab.
• To change the citation style used in your paper, in Word, use Format Bibliography (making sure that the style you want is one of those checked in the EndNote Style Manager).