EndNote Basic information for beginners with detailed screenshots explaining how to download

1. Karbala Medical College 1
Basic Workshop
Professor Ali Al Mousawi
Kerbala Medical College/Iraq

2. Objectives
On completion of this lecture you should be able to better create and
manage EndNote libraries. We will work on you acquiring the with
the ability to:
1. Identify key capabilities of Endnote, and strategies for using Endnote
effectively.
2. Find your way around the EndNote program (screens and menus)
and
learn where to find answers to questions about EndNote.
3. Create EndNote libraries and enter references in them by typing.
4. Search for and add references by connecting to remote databases
through the internet.
5. Import references from downloaded files into EndNote.
6. Use EndNote with Microsoft Word to create and format citations.
7. Import different journal’s styles into EndNote original styles.

3. How to work effectively?
• BE HONEST – Ethics are important
• Follow the rules
• All aspects of the research should be
discussed at the start of the project
• Authorship credits should be decided
before starting the research
• All authors should read and approve the
final version

4. What is Ethical Writing?
• Writing original research work
• No plagiarism involved
• No copying, cutting and pasting
• No falsification or fabrication
• No Duplicate Submission for Publication
• No conflict of interest
• Appropriate authorship
• Acknowledgements where necessary
Module on Research Methodology, Karbala College of Medicine, University of Karbala.8-14

5. Why should Ethics be observed?
• Not observing Ethics is MISCONDUCT
• Deception, Dishonesty or Negligence which
is not acceptable
• Misconduct can have serious implications:
• Retraction of article
• Debarment of authors
• Reporting to Head of institution and Medical
Council
• Barrier in promotion
Module on Research Methodology, Karbala College of Medicine, University of Karbala.8-14

6. Paraphrasing
The prefix "para-" means similar or
helping to do a similar thing.
Paraphrasing means expressing an
idea using new different words.
That is to redefine some of the
words in a sentence or use their
synonyms.

7. The techniques used in paraphrasing
do not usually require changing the
structure of the sentences, but they do
require full understanding and
comprehensive grasp of the meaning.
Paraphrasing is to keep the original
meaning of the text with new
rewording.

8. Citing and Referencing
This is all about acknowledging where you
have used the work of others.
“Citing” means giving an acknowledgement
within the main body of a piece of work.
“Referencing” is a broader term which means
both giving an in-text citation, and giving a
more detailed reference in the reference list
(bibliography) at the end.

9. Citing and Referencing
Why do we need Referencing:
1. Acknowledge the work of others wherever
you make use of it.
2. Present these acknowledgements in a
consistent way, using a recognised citation
system.
3. Include a detailed reference list at the end.

10. Citing and referencing
• You must give a reference
whenever you: quote directly
from a source, paraphrase, use
ideas or material from others,
etc.
(1) Acknowledging the work of others
• This includes all kinds of sources: printed materials
like books or journal articles; electronic information
like webpages or emails; images, graphs and
tables; recorded or spoken information; etc.

11. Citing and referencing
(2) Using a recognized citation system
• Always present references in a standard style.
• This determines how you write both in-text
citations and the reference list at the end.
• Whichever system you use should apply
throughout your piece of work – do not ‘mix
and match’ different referencing styles.
• The two most common styles are Harvard
(author/date) and Vancouver (numbering).

12. Citing and referencing
In the Harvard style, the author's surname and
year of publication should be quoted in the text.
e.g.
• "as confirmed by Abrams (1969)"
• "as confirmed by another study (Gillespie et
al. 1983)”

13. What is EndNote?
• EndNote is a commercial reference management
software package, used to manage bibliographies
and references when writing essays and articles and
it designed to allow researchers to record, organize,
and use references found when searching literature
for information. It is produced by Thomson Reuters.
• EndNote is an annotation placed at the end of a
document.

14. What can EndNote do?
What can EndNote do?
 Create a database (library) of references for a
specific topic
 Download references from library catalogues
or other electronic databases
 Link references into word processed
documents
 Generate bibliographies in specific styles,
especially for publication
Monday, 20 September
2021
14 Prepared by Mr. Elhassan

15. What can Install EndNote?
 Follow the same procedures for any
software installation in computer.
 Many versions of EndNote software are
available but the most modernize is
EndNote X7.
 If the software has crack you must
follow the crack file instructions.
 If the software successfully installed
then you can Run it.
Monday, 20 September
2021
15
Prepared by Mr. Elhassan

16.  Either double select the EndNote icon from the Start --
Programs menu
or
 Open Word and select Tools -- Go to EndNote
How do I run EndNote?
Monday, 20 September
16
Prepared by Mr. Elhassan

17. Objectives
By the end of the session, you should know:
– how to create an EndNote library and add
references into your EndNote library
– how to manage your library and organize
your references
– how to export your references into your Word
document (CWYW) as well as to make a
bibliography

18. What Is EndNote?
EndNote is a bibliographic management
software program designed to help individuals
store, organize, cite and format bibliographic
references
• No more writing out and organizing citations by hand
• Store all your references, PDF articles, tables, images, &
charts in one place
• No more consulting a style manual every 5 minutes
when you’re writing a research paper or manuscript.
The program is available free to download to
all UMDNJ faculty, staff and students.

19. What Can EndNote Do for You?
• Organize references including table, charts, & pictures in 1
place
• Import or search for references from many databases,
including Ovid Medline and PubMed
• Easily create & format bibliographies sorted by author,
year, subject, or any other term you specify
• Properly cite and create reference lists of articles, pictures,
tables, etc. in Word documents or other word processors
using EndNote’s CWYW feature

20. EndNote X3
• EndNote X3.0.1 is the latest version of EN
desktop program.
• New features of EndNote X3:
– Use Group Sets to better organize your EndNote
references.
– Cite While You Write with the free OpenOffice.org
Writer word processor.
– Create a separate bibliography for each section in a
single Microsoft Word document.
– Other new features…

21. EndNote X3 Interface

22. UMDNJ EndNote Services/Support
• Download EndNote X3 at:
http://www.umdnj.edu/librweb/access/EndNote.html.
– UMDNJ Proxy Account required to download.
http://www.umdnj.edu/librweb/access/index.html
Note: to install the program, first save the zipped file, then
unzip it and place the ENX3Inst.msi file and the
License.dat file in a separate folder before installing it. The
program will be automatically installed under C:Program
FilesEndNote X3
• UMDNJ EndNote Users Blog:
http://umdendnote.wordpress.com/

23. EndNote Blog (umdendnote.wordpress.com)

24. EndNote Basics:
• Creating an EndNote Library
– Create a library (database) at launching the program, or
– Open the EndNote program. Click “new” under the File
menu
• Adding References to Your EndNote Library by
– importing selected references from remote databases
– searching remote databases and directly downloading
the results
– inputting references manually
• Organizing, Sorting and Searching an EndNote Library
• Exporting References from EndNote to a Word Document
– to create a list of references
– to cite while you write (CWYW)

25. Adding References to Your Library
• Importing selected references from remote
databases
– demo with PubMed (see the blog)
http://umdendnote.wordpress.com/2008/09/04/
how-to-import-references-from-pubmed-into-an-
endnote-library/
• Searching remote databases and directly
downloading the results
– demo with EndNote X3 and PubMed
• Inputting references manually

26. 26
5 Steps to Import Citations into your research
paper
1. Install EndNote on your PC/Laptop
2. Create an EndNote Library
3. Collect References and Import into
EndNote
4. Insert (Cite) the References in
Microsoft Word
5. Change Reference (Citation) Style
Karbala Medical College

27. 27
Step 2 : Create an EndNote Library
a) Open EndNote.
b) Click on File  New... to create a
new EndNote Library.
c) Enter a filename.
d) Click Save.
Karbala Medical College

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Step 3 : Collect References/Citations
a) Method 1: Search in databases
and export citations (PubMed)
b)Method 2: Search PubMed directly
in EndNote
c) Method 3 : Manually enter a
Reference
Karbala Medical College

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Step 3 : Collect References/Citations
Method 1
Search in databases and export citations
a)Perform search in PubMed
b)Mark references to be saved
c)From the Display drop-down menu,
select MEDLINE.
d)From the Send to drop-down menu,
select File.
e)Save the file as a .txt file
Karbala Medical College

60. 60
Method 1 Con’d:
Import into EndNote
a) Open an EndNote library previously created.
b) To import references, click on . A dialogue box
“Import” appears:
i. Import data file: Browse for the saved file from
PubMed
ii. Import option : Click Other filters. Look for the
database name PubMed (NLM). Click Choose.
c) Click Import. The references will appear in your active
EndNote Library.
Karbala Medical College

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Step 3 : Collect References/Citations
Method 2:
Search PubMed directly in EndNote
• Valid only for Freely Available Databases
• This Method good for Known Citations
a) In an EndNote Library, under Online Search on the
left, click on PubMed (NLM).
b)Enter keyword in search box
c)Retrieved records from 1 through XX. Enter the
desired number for XX.
d)All records (relevant?) will be saved into EndNote
Karbala Medical College

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Step 3 : Collect References/Citations
Method 3:
Manually Create a Reference in EndNote
• Useful for working papers / manuscripts
which are not found in databases
a) In an EndNote Library, at the top, click on
ReferencesNew Reference
b) Under Reference Type:, click on the drop-down
menu and select accordingly (eg. Web Page)
c)Enter information such as author, year, title
d)Simply click on X (close the window) and the
reference will be saved
Karbala Medical College

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Other Features
a) Remove Duplicates
i. In an EndNote Library, click References on the menu
bar Find Duplicates
b) Organise References into Groups (or folders)
i. Highlight a reference in EndNote Library
ii. Right – Click Add References To  Create Custom
Group…
iii. Type a group name. Enter.
c) Auto-Filtering with Smart Groups
d) Compress a Library and Email to Colleague
e) Direct Links to Web of Science via Library Proxy
Karbala Medical College

65. Select & Export References Directly to EndNote from
a Database like Ovid Medline
Conduct a search in Ovid Medline
first. Select the references that
you would like to put in your
EndNote Library. Then on the
search results screen, make the
following choices in the Result
Manager as shown below:

66. Search PubMed from EndNote & Directly Download Results
Make sure to use the online
search mode (temporary
library) so that the results
won’t be automatically placed
in your permanent library.

67. Cite While You Write (CWYW)
Clicking “Insert Citation”, a pop-up
box will appear allowing you to find
the desired citation to insert in the
Word document.

68. Create a Formatted Bibliography
After highlighting the citations and
choosing the output style, go to the
File menu and click “Export…” and
save the file as rtf (Rich Text Format).

69. EndNote Web
EndNote Web is the web-based version of
EndNote. Store up to 10,000 records per
user account.
Note: You must create your account from a
computer connected to the UMDNJ
network and login within the network at
least once every twelve months to keep
your account active.

70. Comparison between EN & EN Web
More info on comparison can be found at
http://www.adeptscience.co.uk/products/refman/endnote/chart.html

71. Why Is EndNote Web Useful?
• Easy to use.
• Web-based, once created on campus, can be
accessible anywhere with web connection.
• Ability to collect/import, organize, export and
format references.
• A good complement to EndNote desktop
program and can be transferred to EndNote
desktop easily.
• Ability to share references with others who have
EndNote Web accounts.

72. EndNote Web Account
This cabn be used only with licenised program
• Sign up if no account was
created previously.
• Same account as the one
used for Web of Science.
(Can’t create two accounts
under the same email
address.)
• Just sign in if already
available.

73. Getting Started with EndNote Web
Start from:
www.myendnoteweb.com

74. Getting Started with EndNote Web – Cont’d
Login to: www.myendnoteweb.com

75. EndNote Web 2.7 Sample Screen
Thank you