EndNote is an online search tool You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource

1. EndNote Essentials
Prepared by: Abdelmonim Awad Osman
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2. 12/17/2012 2

3. Online searching is the easiest way to retrieve
references from online databases, but not all
information providers offer this option.
If you have access to an online bibliographic
database or university catalog, you can
probably use EndNote’s import filters to
import text files saved or downloaded from
these sources.
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4. EndNote filters are configurable so they give
you the flexibility to import the reference data
you need and eliminate data you do not need.
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5. This chapter covers the following topics.
Searching a database and saving the references
Selecting an import filter and importing data into
EndNote
Downloading records from PubMed
Exporting records from Web of Knowledge and
Web of Science
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6. Searching a Database and Saving the
References
Often when you search a database, the
matching references display as text, with no
clear indicator between each piece of
bibliographic information. The PubMed
reference below, saved in a Citation format, is
an example. There is no clear indicator for
EndNote to be able to differentiate a title from
an address or an abstract.
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7. Searching a Database and Saving the
References
Science. 1966 Dec 9;154(3754):1333-1339.
Early Eocene Bat from Wyoming.
Jepsen GL.
A fossil skeleton of an early Eocene bat, the oldest known
flying mammal, was found in southwest Wyoming. The bat is
assigned to the new species Icaronycteris index of the suborder
Microchiroptera. It was apparently of a young male whose
body was buried in varved marls of the Green River
Formation, on the bottom of Fossil Lake, about 50 million
years ago. The bones, some as slender as a human hair, show a
few “primitive” characteristics such as a clawed index finger
and a complete phalangeal formula, but the bat was fully
developed - an anatomically precocious contemporary of the
dog-sized polydactylous horse.
PMID: 17770307 [PubMed - as supplied by publisher]
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8. Searching a Database and Saving the
References
To use this information effectively, you must
consistently tag each piece of the information
so that EndNote can direct it to the correct
EndNote field.
Database providers typically offer several
different download formats. Regardless of
which system you are searching, you need to
save the references in a tagged format to a text
file.
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9. Searching a Database and Saving the
References
For this section of the tour, we will use a text
file of PubMed references that we previously
downloaded in the tagged MEDLINE format.
The file pubmed_result.txt is provided in the
EndNote Examples folder. A single reference
in the file appears like this:
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10. Searching a Database and Saving the
References
You can map each tag to a corresponding
EndNote field. If the data are inconsistently
tagged, or poorly delimited, it may not be
possible to import all of the data accurately.
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11. Selecting an Import Filter and Importing
Data into EndNote
Once you have captured and saved your data
file in a tagged format, you need to identify the
proper EndNote filter to import the data.
There are hundreds of filters included with
EndNote. Each filter is designed to read a
specific tagged format from a specific
information provider.
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12. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
1. From the File menu, select Import File.
2. Click the Choose button to display a file dialog.
3. Browse to the EndNote X6Examples folder, and
then highlight and open the pubmed_result.txt file.
4. From the Import Option list, select Other Filters
to display the list of filters supplied in the
EndNote Filters folder.
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13. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
You may want to review the list to see what
filters we include in the product. You can create
new filters or copy and edit existing filters.
Note: A Typical installation installs only the most
popular filters, but there are hundreds available
with EndNote.
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14. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
5. Type “PubMed” to jump to the filter in the list.
6. With the PubMed (NLM) filter highlighted, click
the Choose button.
7. Leave the other two options at their default
settings.
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15. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
Duplicates: Import All
By default, a reference is considered a duplicate if
the Author, Year, Title, and Reference Type match
a reference already in the library. You can change
the duplicates criteria under EndNote Preferences.
We will import all references regardless of
duplicates.
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16. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
Text Translation: No Translation
This option allows you to specify the text character
encoding of the file you import. This is important
when you import references in languages that
include extended characters. You can also find the
correct language encoding information by opening
the text file in Microsoft Word or another word
processor
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17. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
8. Click Import to import the file.
When the process is complete, newly imported
references display in the Reference list. You can
select the Preview tab to view the formatted
references or can select the Reference tab edit
new references.
Notice that the focus in the Groups panel has switched
from the All References group to the Imported
References group.
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18. Selecting an Import Filter and Importing
Data into EndNote
To import the sample PubMed text file into the
sample library:
The Imported References group is a temporary
group. It is replaced each time you import a new
set of references. EndNote removes the group
when you close the library. The references
themselves remain in the library unless you
specifically delete them.
Note: Select the mode to view your new
references as shown in the above sample
screenshot.
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19. Selecting an Import Filter and Importing
Data into EndNote
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20. Selecting an Import Filter and Importing
Data into EndNote
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21. Selecting an Import Filter and Importing
Data into EndNote
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22. Selecting an Import Filter and Importing
Data into EndNote
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23. Selecting an Import Filter and Importing
Data into EndNote
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24. Selecting an Import Filter and Importing
Data into EndNote
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25. Selecting an Import Filter and Importing
Data into EndNote
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26. Selecting an Import Filter and Importing
Data into EndNote
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27. Selecting an Import Filter and Importing
Data into EndNote
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28. Selecting an Import Filter and Importing
Data into EndNote
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29. Downloading Records from PubMed
The example below gives the recommended
download format and import option for the
U.S. National Library of Medicine’s PubMed
system.
Information Provider: U.S. National Library of
Medicine (NLM) Import Option: PubMed
(NLM) Filter
Follow the steps below to download your
search results from the PubMed Web site and
to import them into your EndNote library.
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30. Downloading Records from PubMed
1. Go to the PubMed Web site in your Web browser
at http://www.pubmed.gov.
2. In the Search field, enter your search criteria to
execute your search. Click the Search button.
3. Select the needed results, and then select File
from the Send To menu.
4. Select MEDLINE from the Format menu.
5. Select a sort order from the Sort By menu. The
default sort order is Recently Added.
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31. Downloading Records from PubMed
6. Click the Create File button. This will bring up a
dialog box allowing you to save your selected
references as a text file.
7. Click the Save button to save the file to your
computer. Save the file somewhere easily
accessible such as your desktop. The default file
name is pubmed_results.txt. You may change the
file name, but we recommend saving the file with
the .txt extension.
8. In EndNote, open the library where you would
like to save these references.
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32. Downloading Records from PubMed
9. From the File menu, select Import > File to open
a dialog box.
10. Click the Choose button, and then select the
downloaded pubmed_result.txt file from your PC.
11. In the Import Option field, select Other Filters,
and then select the import filter called PubMed
(NLM) from the Choose an Import Filter dialog.
12. Do not select any options from the Duplicates
and Text Translation fields.
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33. Downloading Records from PubMed
13. Click the Import button to import your
references.
14. Look in your Groups panel to see a new group
called Imported References. All the references
that you downloaded from PubMed will appear
in this group.
Note: When you close the current library,
EndNote removes the imported records from
the Imported References group.
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34. Downloading Records from PubMed
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35. Downloading Records from PubMed
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36. Downloading Records from PubMed
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37. Downloading Records from PubMed
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38. Downloading Records from PubMed
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39. Downloading Records from PubMed
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40. Downloading Records from PubMed
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41. Downloading Records from PubMed
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42. Downloading Records from PubMed
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43. Downloading Records from PubMed
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44. Downloading Records from PubMed
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45. Downloading Records from PubMed
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46. Downloading Records from PubMed
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47. Downloading Records from PubMed
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48. Downloading Records from PubMed
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49. Downloading Records from PubMed
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50. Downloading Records from PubMed
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51. Exporting Records from Web of Knowledge
and Web of Science
Many information providers have a direct
export option that allows you to send copies of
references directly to an EndNote library.
The direct export process automatically selects
an EndNote import filter to map bibliographic
information into the appropriate EndNote
fields.
All you need to do is select the EndNote
library into which the data should be imported.
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52. Exporting Records from Web of Knowledge
and Web of Science
You can easily export bibliographic records
from the Web of Knowledge platform.
A subscription to Web of Knowledge is required.
Go to the All Databases or Web of Science
Search page and perform a search using the
Topic, Title, and Author fields.
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53. Exporting Records from Web of Knowledge
and Web of Science
1. From the Results page, click the check boxes to
select the records that you wish to export to
EndNote.
2. Go to the Output Records section of the page and
select the option to output Full Record in step 2.
3. Click the EndNote button.
4. On the Processing page, click the Export button
(Internet Explorer) to export the records to
EndNote. If you are using Firefox, select the
Open With radio button, and then click OK to
export the records.
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54. Exporting Records from Web of Knowledge
and Web of Science
5. If a Choose Destination dialog box opens, select
EndNote, and then click OK.
6. At this point, the EndNote program opens, and
the system exports the records to a temporary
group called Imported References.
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55. Searching for Surnames that Contain
Particles and Spaces
When searching a Web of Knowledge product
database (for example, Web of Science),
always add a connector to author names that
contains particles and spaces.
For example, to search for de Bruyn A from the
Search panel, enter the name in the Search
field as de+Bruyn+A to ensure that the product
returns all relevant results.
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56. Searching for Surnames that Contain
Particles and Spaces
To search for de la Rosa, enter the name in the
Search field as de+la+Rosa. You can also add a
first name to restrict your search, but do not
add a connector between the first name and the
last name. For example, to search for Mario de
la Rosa, enter in the Search field Mario
de+la+Rosa.
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57. Direct Export Providers
Information Provider Type of Data/Access
ALEPH Various library Web sites
American Psychological Association PsycInfo Online
http://www.apa.org
Subscription required
Bibliotech.dk Library Management System
http://bibliotech.dk.au
Bibliotek.dk Union Catalog
http://bibliotek.dk
BioMedCentral All journals
http://www.biomedcentral.com
Free access
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58. Direct Export Providers
Information Provider Type of Data/Access
BioOne Biomedical
http://www.bioone.org
Subscription required
Blackwell Synergy All journals published by Blackwell that are online
http://www.blackwell-synergy.com
BMJ British Medical Journal;
Tobacco Control Database
http://www.bmj.com/
Free access
Buffalo University Library catalog
http://library.buffalo.edu/
Access for Buffalo University students only
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59. Direct Export Providers
Information Provider Type of Data/Access
CABI-Direct CABI Databases
http://www.cabdirect.org
Subscription required
Canadian Journal of http://www.cjc-online.ca
Communication Subscription required
CCLR Reference Sight Database provided by the
University of Waterloo Centre for Contact Lens
Research)
(formerly Bausch
http://www.referencesight.com
Free subscription
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60. Direct Export Providers
Information Provider Type of Data/Access
Delphion Patent data
http://www.delphion.com
Subscription required
EBSCO All EBSCO databases
http://www.ebsco.com/
Subscription required
Ei Engineering Village Elsevier Engineering Information database
http://www.ei.org
Subscription required
Elsevier Science Direct
http://www.elsevier.com
Subscription required
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61. Direct Export Providers
Information Provider Type of Data/Access
EMBASE EMBASE database
http://www.embase.com
Subscription required
ERIC ERIC database
http://www.eric.ed.gov
Free access
ESDS Government Economic and Social Data Service for the UK,
Government Social Data Survey Information
http://www.esds.ac.uk/government/search/
Free access
Google Scholar Broad literature search
http://scholar.google.com/
Free access
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62. Direct Export Providers
Information Provider Type of Data/Access
HAPI Online Hispanic American Periodical Index (UCLA)
http://hapi.ucla.edu/
Subscription required
IEEE Institute of Electrical and Electronics Engineers, Inc.;
All databases
http://ieeexplore.ieee.org/
JAMA and Archives Journal of the American Medical Association
http://pubs.ama-assn.org/
Free access
JISC Joint Information Systems Committee Collections
http://www.jisc-collections.ac.uk
Subscription required
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63. Direct Export Providers
Information Provider Type of Data/Access
JSTOR The Scholarly Journal Archive
http://www.jstor.org/
Subscription required
Karger Publishing Medical and scientific journals
http://www.karger.com/
Free access
Los Alamos National Library without walls
Laboratory http://www.lanl.gov/
Free access
MicroPatent All articles
http://www.micropat.com
Subscription required
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64. Direct Export Providers
Information Provider Type of Data/Access
Nature Scientific data
http://www.nature.com
Subscription required
Nerac All articles
http://www.nerac.com
Subscription required
NISC All articles
http://www.nisc.com
Subscription required
OCLC All databases
http://www.oclc.com
Subscription required
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65. Direct Export Providers
Information Provider Type of Data/Access
OhioLINK Multiple databases
http://www.ohiolink.edu
Subscription required
OVID All databases
http://www.ovid.com
Subscription required
Oxford Journals Journal articles
http://www.oxfordjournals.org/
Free access
Pacific Northwest Labs Internal databases
http://www.pnl.gov
Internal use only
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66. Direct Export Providers
Information Provider Type of Data/Access
Patent Cafe Patent data
http://www.patentcafe.com
Subscription required
PILOTS Medical PTS research
http://www.ncptsd.va.gov/publications/pilots/
Internal use only
PNAS Online Online science journal search tool at Boston
University
http://cybele.bu.edu/biomass/
ProQuest All databases
http://www.proquest.com
Subscription required
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67. Direct Export Providers
Information Provider Type of Data/Access
Science Magazine Journals
http://www.sciencemag.org
Subscription required
Scopus Scopus
http://www.scopus.com
Subscription required
St. John of God Library & Medical library
Information Services http://www.library.sjog.ie
Internal use only
Stanford University’s HighWire Press
HighWire Press http://highwire.stanford.edu/
Free access
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68. Direct Export Providers
Information Provider Type of Data/Access
WebFeat Federated Search Engine
http://www.webfeat.org
WilsonWeb General science and social science journals
http://vnweb.hwwilsonweb.com/
Required login
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69. Endnote x6 with Google scholar
http://scholar.google.com/
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70. Endnote x6 with Google scholar
http://scholar.google.com/
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71. Endnote x6 with Google scholar
http://scholar.google.com/
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72. Endnote x6 with Google scholar
http://scholar.google.com/
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73. Endnote x6 with Google scholar
http://scholar.google.com/
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74. Endnote x6 with Google scholar
http://scholar.google.com/
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75. Endnote x6 with Google scholar
http://scholar.google.com/
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76. Endnote x6 with Google scholar
http://scholar.google.com/
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77. Endnote x6 with Google scholar
http://scholar.google.com/
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78. Endnote x6 with WorldCat
http://www.worldcat.org/
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79. Endnote x6 with WorldCat
http://www.worldcat.org/
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80. Endnote x6 with WorldCat
http://www.worldcat.org/
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81. Endnote x6 with WorldCat
http://www.worldcat.org/
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82. Endnote x6 with WorldCat
http://www.worldcat.org/
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83. Endnote x6 with WorldCat
http://www.worldcat.org/
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84. Endnote x6 with WorldCat
http://www.worldcat.org/
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85. Endnote x6 with WorldCat
http://www.worldcat.org/
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86. Endnote x6 with Sciencedirect
http://www.sciencedirect.com/
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87. Endnote x6 with Sciencedirect
http://www.sciencedirect.com/
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88. Endnote x6 with Sciencedirect
http://www.sciencedirect.com/
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89. Endnote x6 with Sciencedirect
http://www.sciencedirect.com/
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90. Endnote x6 with Sciencedirect
http://www.sciencedirect.com/
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91. Endnote x6 with Sciencedirect
http://www.sciencedirect.com/
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92. 12/17/2012 92

93. Resources
 EndNote Help
QUT Library EndNote
http://www.library.qut.edu.au/services/endnote/index
.jsp
EndNote Manual
In Windows: Start > Programs > EndNote > Getting Started
Guide
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94. Resources
EndNote site support
http://endnote.com/support/search-knowledgebase
EndNote Tutorial Library
http://endnote.com/if/endnote-video-training
EndNote Online User Manual
http://endnote.com/if/online-user-manual
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95. Resources
EndNote X6 - Thomson Reuters EndNote
X6 Help User Guide
C:Program FilesEndNote X6EndNoteX6WinHelp.pdf
UWS University of the West of SCOTLAND
http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147
511905
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