EndNote for Mac provides instructions for downloading and using EndNote on a Mac. It outlines how to import references from PDFs, databases, and manually; create smart groups to automatically organize references; and use Cite While You Write to seamlessly cite references in documents. Helpful tips are provided, such as setting PDF preferences to simplify finding and organizing attached PDFs. Support is available from the ICTS department.

1. EndNote for Mac
Research Lecture series
22 September 2015
Tamzyn Suliaman

2. Download EndNote
http://icts.uct.ac.za/

3. Sign in to ICTS page

4. Select Apple

5. Select Applications

6. Select EndNote

7. My EndNote Library

8. Importing References
• Imports PDFs (single or folders)
• Import from databases e.g. PubMed,
Scopus, EbscoHost etc.
• Manual input
• Search in EndNote

9. Importing PDFs
Helpful Hint
• PDF handling can make finding your PDFs
much simpler.
• To set up
EndNote X7  Preferences PDF
Handling Select Author – Year – Title
Save

10. Select Preferences

11. PDF Handling

12. Importing PDFs

13. Select file

14. Imported Record
Citation Details PDF viewer
Reference Preview Window

15. Importing Folder of PDFs

18. Groups (folders)
• Groups
 Manual groups
 You decide what to put in the
• Smart Groups
 Define specific criteria to generate automatic
groups

19. Groups

21. Click and drag to folder

23. Smart Groups

24. Creating Smart Groups

26. Importing References from
Databases
• When importing references from
databases on Mac it is advisable to use
either Mozilla Firefox or Google Chrome
as your preferred Web Browser.

27. Adding References From PubMed

34. Importing from Google Scholar

38. Select the Library

40. Importing from Cochrane Library

41. Select Record(s)

42. Select filters

43. Open text file

44. Import text file

46. Select Cochrane Library Filter

48. Sync

50. Cite While You Write (CWYW)

51. Select article to cite
Type author or title
Enter ↵

52. CWYW

53. Author’s name forms part of
sentence

55. Tamzyn.Suliaman@uct.ac.za