This document provides an overview of the reference management software EndNote X4. It discusses how EndNote can be used to get references from online databases or imported text files, manage references by organizing them into groups or searching/sorting the library. It also explains how EndNote can find and import full text PDFs and integrate with Microsoft Word to insert citations and automatically format bibliographies. The document provides step-by-step instructions on performing common tasks in EndNote like direct exports, imports, connecting to databases, and using EndNote with Word.

1. EndNote X.4
Chalon, Patrice
Hourlay, LucNICC, 2012-11-27
Reference Management Software

2. • Reference Management Software (RMS)
• KCE and EndNote
• EndNote Tour
• EndNote Preference
Introduction
Get references
Manage references
Get full text
Use references
2

3. REFERENCE MANAGEMENT
SOFTWARE (RMS)
3

4. Why RMS ?
 Find references
 Get references
 Manage references
 Get full text
 Use references
4

5. 5
Bibliographical DataBase
(Online)
Reference Management Software (RMS)
Direct
Export
Import
[Tagged text
file]
Connection
[file]
Manual
Encoding
Format
[Output
style]
Document
Report
(Word)

6. The RMS market
6
CommercialOpenSource Desktop Online

7. The RMS market
7
Source: http://en.wikipedia.org/wiki/Comparison_of_reference_management_software

8. RMS@KCE
8

9. KCE AND ENDNOTE
KCE Master Plan
Use of EndNote
9

10. KCE Master Plan
 Process 4 : Searching evidence
 Process 7 : Synthesis
10

11. Use of EndNote
Search
Strategies
Screening of
abstracts
Reading of
full-texts
Additional
references
Identified
references
Project
bibliography
Report
bibliography

12. Use of EndNote
 Inter Library Loan (ILL)
 Management of orders articles
 Personal bibliography (« on my shelf »)
 Call Number: XXX
 Label: Project nbr (PF05-25)
 Custom (3-6): example validation
 My Groups
12

13. ENDNOTE TOUR
Start EndNote
Create a New Library
EndNote files & folders
Main Window
Toolbar
Left column
Main column
13

14. Start EndNote
Option 1: Menu > All
programs > EndNote >
EndNote Program
Option 2: Open EndNote
file
14

15. Create a new library
15
1. File > New
2. Select where to save the library
3. Give a name
4. Click on [Save]

16. EndNote file & folders
16
1. File
2. Folder
3. Folder’s content

17. Main window
17
1. Toolbar
2. Left Column
3. Main window: list, preview / Search / Quick Edit

18. Toolbar
18
1. Library mode
2. Output style selector
3. References panel
4. Open panel
5. Bibliography panel
6. Help
7. Quick Search

19. Left Column
1. Library management
panel
2. My Groups (virtual
libraries)
3. Online search sources
4. EndNote Web
(requires subscription)
5. Find Full Text
19

20. Main column
20
1. List of references
2. Preview / Search / Quick Edit window

21. ENDNOTE PREFERENCES
Customize display fields
Customize find full text
Customize folders location
Customize reference types
21

22. EndNote preferences
 Edit > Menu >
Preferences…
22

23. Display Fields
 Edit menu >
Preferences >
Display Fields
Change the
order of the
fields that
display in the
main window
(list of
references)
23

24. Find Full Text
 Edit menu >
Preferences >
Find Full Text
Locate full text
on the Web.
24

25. Folder Location
 Edit menu >
Preferences >
Folder
Locations
Set the location
of the style,
filter and
connections
folders
25

26. Reference Types
 Edit menu >
Preferences
> Reference
Types
Define the
default
reference type
26

27. Introduction
• (Semi-)Automatic
• Manual
Get references
Manage references
Get full text
Use references
27

28. (SEMI-)AUTOMATIC
Direct Export from online database
Import a text file
Connect to an online database
28

29. DIRECT EXPORT
(e.g. PubMed, Embase.com, Science Direct, Scopus, BioMed
Central, Eric, ...)
29

30. Direct export - PubMed
1. Search for references
2. Select reference(s)
3. Open « Send to » menu
30

31. Direct export – PubMed (2)
4. Select « Citation
manager »
5. Click on [Create File]
6. Select EndNote
7. Click on [OK]
31

32. Direct export – PubMed (3)
8. Select the
appropriate Import
Filter
9. Click on [Choose]
32

33. Direct export – PubMed (4)
10. The reference is directly included into the EndNote
bibliography
11. The preview tab presents the reference following
the selected style
33

34. IMPORT A TEXT FILE
(e.g. PubMed, OVID Medline, Embase.com, Illumina Sociological
Abstacts, Ebscohost CINAHL, Science Direct,, ...)
34

35. Import File – PubMed
35
4. Select «File »
5. Select Format (here, MEDLINE)
6. Select sort options
7. Click on [Create file]
8. Select « Save File »
9. Click on [OK]

36. Import File – PubMed (2)
36
10.Select folder
11.Chose file
name, ADD
« .txt »
12.Click on
[Save]

37. Import File – PubMed (3)
13. File > Import > File…
14. Select text file to import
15. Select Import filter
16. Select duplicates option
17. Click on [Import]
37

38. Import File – PubMed (4)
18. The reference is directly included into the
EndNote bibliography
19. The preview tab presents the reference
following the selected style
38

39. TXT file = archive
39

40. CONNECT TO ONLINE
DATABASE
PubMed, Library catalogues,…
40

41. Connection - PubMed
41
1. Selected the third icon in the Library panel
2. Selected a Database in the Online Search Panel
3. Type your search criteria
4. Select the amount of reference to import

42. Connextion - PubMed (cont.)
42
5. Select the approriate reference
6. Open contextual menu ans select « Copy References To »
7. Select the Database where to import the reference

43. MANUAL ENCODING
43

44. Encoding references
1. References >
New
Reference
ctrl + N
2. Select
Reference
Type
3. Add : Author,
Year, Title,
Journal, Volume,
Issue, Pages, …
44

45. Introduction
Get references
• Showing & hiding
• My groups
• Export
• Changing text / Change & move fields
• Searching for references
• Finding duplicates
• Sorting library
• Linking reference to file / opening reference
Manage references
Get full text
Use references
45

46. Show and hide
1. Select references
2. Open contextual
menu and select
Show Selected
References or Hide
Selected
References
46

47. My groups
47
1. Select references
2. Right click on the
selection and
choose « Add
References To >
Create Custom
Groups
3. Give a name to the
newly created group

48. Export a text file
48
1. File > Export …
2. Select a place to
save in
3. Give a name
4. Select a type
5. Select an output
style
6. Save

49. Export a compressed Library
49
1. File > compressed Library
2. Select Create
3. Select with or without
Attachements
4. Select all or selected
references
5. Next
6. Select a palce to save
7. Give a name
8. Save

50. Change and move Fields (1)
1. Select references
2. Open Tools Menu
3. Select Change and
Moves Fields
50

51. Change and move Fields (2)
1. In: selecte the field
to edit
2. Change: selecte
the type of change
3. Indicate the
content of the
change
4. Select ok
5. Confirm
51

52. Search for references (1)
52
1. Use Quick Search in the menu

53. Search for references (2)
53
1. Select Search panel
2. Select Search place
3. Select Field’s search
4. Select type of search
5. Select search buton

54. Find duplicates (1)
1. Open
References’menu
2. Select Find
Duplicates
54

55. Find duplicates (2)
55
3. Select the record to keep
4. Skip the selection records

56. Sort library - alternate
56
1. Select one of the Column title

57. Sort library- advance
 Tools > Sort Library
1. Select the field to
sort
2. Chose sort’s type
3. Select ok
57

58. Link a file to a reference
58
 References > File Attachements > Attach File
1. Select File
2. Check setting (First time)
3. Select Open: file is imported into the EndNote folder
« PDF », a link is available in the EndNote reference

59. Introduction
Get references
Manage references
• General settings
• Import PDF
• Files localisation
Get full text
Use references
59

60. FIND FULL TEXT
General Settings
Import PDF Files
Files localisation
60

61. General setting
 Edit > Preferences > Find
Full Text
1. Select the 4 options;
2. OpenURL Path: It is where EndNote
will be directed to search for
matching references
http://linksource.ebsco.com.vdicp.hea
lth.fgov.be:8080/linking.aspx?ID=ioph
?sid=Entrez:PubMed&id=pmid
3. URL: This is the web address to the
page where you enter subscription
details to access the online library.
Note : The settings for a proxy server are
probably configured in your browser.
61

62. Import PDF Files
1. Select
references
2. Open
contextual
menu and
select Find
Full Text
3. Select ok
Note: It is not possible to
search more than 250
references at the same
time.
62

63. Files localisation
63
1. Check Find Full Text
panel
Found PDF are located
in teh EndNote folder
2. Open the EndNote
Folder
3. Explore PDF Sub
folder

64. Introduction
Get references
Manage references
Get full text
• With Microsoft Word
Use references
64

65. USE REFERENCES WITH
MICROSOFT WORD
Insert citations
Format Bibliography
65

66. INSERT CITATION
Find Citation(s)
Insert Selected Citation(s)
Copy/Paste
66

67. Find Citation(s)
67
1. Select EndNote Ruler
2. Select Insert Citation
3. Select Find Citation
4. Make a search
5. Select citation
6. Select Insert

68. Selected Citation(s) - alternate
68
1. Select references within
EndNote
2. In Word, select « Insert
Citation »
3. > « Insert Selected
Citation(s) »

69. Select citation(s) – alternate 2
69
1. Select references within EndNote and Copy
2. In Word, place your cursor at the right place
and Paste

70. Format Bibliography
1. Select style
2. Select Update
Citations and
Bibliography
3. The formatted
Bibliography
is created at
the end of the
text (following
style)
70

71. Format Bibliography - alternate
1. Open Bibliography
setting
2. Select Format
documents
3. Select the
bibliographic output
style
4. Select OK
71

72. Introduction
Get references
Manage references
Get full text
Use references
72

73. 73
THANK YOU!