This document provides an overview of a workshop on using the bibliographic software Endnote. The workshop objectives are to teach participants how to create an Endnote library, perform online searches and import citations, cite sources while writing, and share libraries. It describes the key functions of Endnote, including building a bibliographic database, formatting citations, and storing and finding full text articles.

1. Guide to Using Endnote Software
Ghada A. Bawazeer. MSc, PharmD, BCPS
Assistant Professor
Clinical Pharmacy Department
College of Pharmacy-King Saud University
October 2017
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

2. Workshop Objectives
• AT the end of this 2-hr workshop participants will be
able to perform the following tasks using Endnote x7
software:
– Create a library
– Create groups
– Perform online search
– Enter citations manually
– Retrieve citations fulltext
– Cite while writing
– Import References to Endnote library
– Change the format of citations using commonly used style
– Share Reference Library
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

3. Bibliographic Software
• Assist in building bibliographic databases
• Import and manage bibliographic database
• Format citations that matches most
bibliographic styles
• Cite while you write
• Download and store citations full-text
• Share library
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

4. Example of Bibliographic Software
• Endnote Thomson Reuters $$$
• Zotero George Mason U Free
• RefWorks ProQuest $$$
• Mendely Elsevier Free
• JabRef JabRef developers Free
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

5. Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

6. Interface
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

7. Create a Local library
• File
– New
• Add name and save to the
destination you want
• The created library will
appear in Endnote under
local library
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

8. Groups Types
• Permanent groups
• All references
• Unfiled
• Trash
• Online Search groups
• Find Full Text groups
• custom groups
• smart groups
• Duplicates references
• Copied references
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

9. Using Groups
• Help breakdown large library
• Start by creating a group
– Types of groups
• Main group
• Smart group:
– use search criteria to dynamically update groups as existing
references are edited or new references are added to the library
• Create from groups
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

10. Online Search
• Needs internet
connection
• Select the database for
your search
– You can add more
databases
• Click more
• Type in your keyword
and hit search
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

11. • Use search strategies of keywords related to your title, author,
year, etc
• Use Boolean connectors to combine search (AND,OR, NOT)
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

12. Reference Panel
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

13. Remove Duplicate
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

14. Finding Fulltext
• Import to Endnote from your PC (paper clip icon)
Or
• Go to file >>> import >>> choose single file or folder
• Automatic search from Endnote
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

15. Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

16. Finding Fulltext
• Once citations were downloaded
• Select the ones you want and copy to your database
• Perform find fulltext
– Found pdf
– Found URL
– Not found
• Scanned pdf’s, no DOI are not identifiable and not retrievable
by endnote
• You can annotate your pdf in Endnote (highlight, comments)
Endnote searches the first 2 pages of the pdf and
metadata for DOI (digital Object identifier)
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

17. Import References from PubMed
• Perform your search in PubMed
• Select the citations you want to import
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

18. Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

19. Enter New Reference Manually

20. Cite while you write
• Open your Word document
• Enter reference
– From Endnote
• Open Word (go to word processor (Alt+1)
– From Word
• Open Endnote

21. Change
references
style from
here
Make
sure
this is
on
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

22. Configuring the bibliography

23. Manage & Edit citation
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

24. Footnote in Endnote
Categorize your references

25. Share References Library
• You can share your full library or parts of it
• Can share with up to 14 other members (100 members in X8)
• Members must have the same version of Endnote & Endnote
online account
• Sync library fist before sharing
• Use share command (from file down menu or
• Invite the people you want to share library with (emails)
• All users can view, edit and attach files by going to “open shared
library”
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017

26. …Love….Ghada…
Scientific Research Tools Workshop Series. Research Center- King Saud University- Oct 2017