EndNote Training

''About EndNote'' EndNote is a reference management software that helps you keep all your references and reference-related materials in a searchable personal library. EndNote also allows you to use your references in word-processing documents to create formatted citations, bibliographies or reference lists. Although EndNote is primarily used by researchers, academics and students, EndNote can be used by anyone who is interested in managing their references and citations. There are 2 versions of EndNote. The paid version of EndNote is commonly referred to as EndNote desktop. It requires a personal or institutional subscription. The free version of EndNote is commonly known as EndNote Online, EndNote Web or EndNote Classic. It is free and requires an account to be created with EndNote Online. ''Creating Multiple EndNote Libraries '' You can create multiple EndNote Libraries on one computer, e.g. one for work and one for university. Remember to save your .Data & EndNote Library files for each library in the same folder. ''Saving and backing up EndNote Libraries '' Save your EndNote library to your computer locally, NOT on cloud (i.e. One Drive) or networks (i.e. Eastern Health L: shared drive or M: personal drive ) //EndNote 21: // If you are using EndNote 21, you can restore a corrupted library from another device if you have synced your EndNote library with an EndNote web account. //EndNote 20 & earlier versions: // Sync allows you to access your library from different devices only. Regularly back up your EndNote Library by using a Compressed EndNote Library (.enlx) ''Files for this course'' You will be provided with some full text PDF articles to help complete activities as part of the course. Access the files here: <a href="https://easternhealth.libguides.com/ld.php?content_id=51340787" target=_blank>Files</a> As an Eastern Health staff, you are covered by the Copyright Agency license. This allows you to make single or multiple copies of articles and library resources for internal licensed users and share digital copies of third-party work. For more information about the Copyright License, visit the <a href="https://easternhealth.libguides.com/home/EHcopyright" target=_blank>Eastern Health Copyright License page</a>. [[Step 1: Create Library]]

''Course duration'' This course will take approximately 1 hour to complete. As this is a self-paced course, you can pause and resume your learning at any time. ''Support or feedback'' This training is provided by the Eastern Health Library Service. For questions or feedback, please contact the library at ehls@easternhealth.org.au or 9895 3200. ''How to navigate this course'' * This course contains demonstration videos. If that does not work, each video has an alternate download link below it. * Use the blue links to go to a section of the course. * Do not use your browser back button, instead use the curved arrows to the left of this text to go forward and back. [[Table of Contents]]

''Questions or feedback'' This training is provided by the Eastern Health Library Service. For questions or feedback, please contact the library at ehls@easternhealth.org.au or 9895 3200. The content in this course is provided by Eastern Health Library Service. Written content was created by Eunice Ang, former Clinical Research and Education Librarian. Video content by Lauren Videon, Library Systems and Resources Manager. [[Table of Contents]]

''Introduction'' This is a self-paced course on how to use the EndNote software and tools. EndNote is a reference management program that helps you keep all your references and reference-related materials in a searchable personal library. EndNote also allows you to use your references in word-processing documents to create formatted citations, bibliographies or reference lists. Eastern Health staff do not have institutional access to EndNote software. If you have a university affiliation, you may be able to get access to EndNote via your university. ''Target audience'' This course is suitable for all Eastern Health staff who have an interest in learning more about EndNote (desktop) or EndNote Web and its functions. This course will introduce EndNote features that are suitable for beginner to intermediate level users. ''Software covered during this course'' EndNote (desktop software) – requires a paid personal or institutional subscription EndNote Online – free to use EndNote Click – free to use (text-style:"underline")[Eastern Health staff do not have institutional access to EndNote software]. If you have a university affiliation, you may be able to get access to EndNote via your university. Otherwise you must pay for a subscription to get the desktop version of EndNote. EndNote 21 will be used for demonstration in this course. Please ensure that you have downloaded EndNote 21 on your computer before you begin. EndNote 21 can be downloaded on the Clarivate website. To activate the software, you will need either a personal subscription key or a product key from your affiliated university. If you are using an earlier version of EndNote (e.g. EndNote 20 or EndNote X9), you may still benefit from this course as the functions in each version are similar. However, do note that the functions you see demonstrated in this course may be listed under different menus and buttons if you are not using EndNote 21. [[Begin Course]]

''Backup Library'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306873?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Backup Library"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611297">link to the video</a> instead. The text of the video is also below: It is recommended that you regularly back up your EndNote library. This is so that you can restore a previous version if you need. Even if you sync with EndNote Online, it is still a good idea to back up in case you have problems with your syncing or the synced library itself becomes corrupted. To back up, go to File, then Compressed Library (ENLX). Select all references in the library. Make sure you only sync and back up to your computer locally, not to an M: drive, any network drive, or any form of cloud storage. [[Step 11: Share Library]]

''Share Library'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306895?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Share Library"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611300">link to the video</a> instead. The text of the video is also below: To share your entire EndNote library, go to File, then Share. Please remember the following important points about sharing an EndNote library: * You can only share one EndNote library at a time * The people you are sharing the library with must have an EndNote Online account and ideally would also have access to EndNote Desktop * If the person has EndNote Online but does not have EndNote Desktop, then they won't be able to see or edit any attachments to references. They will only be able to see the references themselves. If you want to share an EndNote group, right click on the group and enter the email address of the person you're sharing with. Check the top bar of the popup window as it should have the correct name of the group that you plan to share. However, if you share an EndNote group, regardless of who you're sharing with, the people will not be able to see or edit any file attachments. They will only be able to see the references. [[Step 12: Manage Reference Styles]]

''Manage Reference Styles'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306907?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Manage Reference Styles"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611301">link to the video</a> instead. The text of the video is also below: An advanced feature of EndNote is the ability to edit and manage reference styles. To choose a different style, navigate to Tools, then select Output Styles and open the Style Manager. Check the desired style and close the window. When you access Tools, then Output Styles, the selected style will be available for you to use. If you want to edit a style, go to Tools, then Output Styles and choose Edit. But you (text-style:"underline")[should only edit if you have a clear understanding of the changes you need to make]. Otherwise, we recommend leaving styles as they are. EndNote already contains most of the popular citation styles within their output styles. If you are looking for a style that is not in EndNote’s collection already, you can download it from the EndNote website. Open the downloaded style in EndNote and save it. [[Step 13: Cite While You Write]]

''Cite While You Write'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306852?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Cite While You Write"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611303">link to the video</a> instead. The text of the video is also below: When you install EndNote Desktop, you will automatically have the Cite While You Write feature installed into your (text-style:"underline")[desktop version] of Microsoft Word. Please note that due to recent changes with Microsoft 365 licences at Eastern Health, not all staff have access to the desktop version of Microsoft Word. Cite While You Write is a feature that allows you to insert your EndNote references into your Word document while you are writing. Each reference you insert in your Word document will be linked to the corresponding reference in EndNote. If you update details to the reference in EndNote, they will be reflected in your Word document. To insert a reference, go to EndNote in Microsoft Word. Place your cursor at the location where you want to insert your citation. Then click Insert Citation. Choose the citation that you want to insert. This will insert an in-text citation at the place where you placed your cursor, and it will also include a full bibliographic citation at the end of your document. This bibliography at the end of your document will automatically update with all of the references that you insert in your document. If needed, you're able to change the reference style of your document. You can do this by clicking on the reference style section in EndNote. Most of the common and even uncommon reference styles are represented and they can be utilised in Cite While You Write. By accessing the reference style settings, you should be able to search for whatever reference style you need. If the reference style that you require is not shown within the settings for Cite While You Write, return back to the previous step regarding changing reference styles in EndNote in order to modify or identify the reference style that you need. When you make any changes, you can click on the button to update citations and bibliography to ensure that the most up-to-date version of your references is featured in your document. If you decide at any point that you wish to remove the link to EndNote references and instead convert them to standard text that you can edit as normal, you can choose to convert citations and bibliography to plain text. This will remove all links between the text and your EndNote references, and so you will be able to adjust them just like normal text in a standard Word document. However, this step cannot be undone, so be very careful before you choose this option. [[End Of Course]]

''Create Library'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306925?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Create Library"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611263">link to the video</a> instead. The text of the video is also below: Now that you have been introduced to the basics of EndNote, I will show you how to get started in the EndNote desktop software. Let's start with creating your library. First, click on the EndNote icon on your desktop and open a new library. Or, if you do not already have a library, then click File and then New. Give the library a name and then save it on your local computer. Do not save on cloud storage such as OneDrive or network drives such as your Eastern Health L: drive or M: drive. Make sure that you are happy with the place that you have saved it, as you will not be able to move your EndNote library later. If you move your library, the data can get corrupted. For similar reasons, you will need to ensure your library and data files are stored together as well. [[Step 2: Import References]]

''Import References'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306833?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Import References"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611264">link to the video</a> instead. The text of the video is also below: Now we will discuss importing references. We recommend that you export your database search results in RIS format. RIS is a commonly used format to transfer references to and from different programmes. RIS can be recognised by reference management software such as EndNote, Mendeley, and Zotero, and citation screening programmes such as Covidence. In this demonstration, you can use the provided example called Medline and Embase (this is in the Files provided at the start of the course). To import, click File, then Import, then File/Folder. Select the RIS file or folders with the RIS files you exported from the database. If not selected, click the drop-down menu and choose Other Filters, then Reference Manager → RIS. Tick to Import All Duplicates and have no Text Translation enabled. Then click Import. References will then be loaded to the Recently Added and Imported References sections of EndNote. [[Step 3: Upload PDFs To Reference]]

''Upload PDFs To Reference'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306814?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Upload PDFs to Reference"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611267">link to the video</a> instead. The text of the video is also below: If you already have a full-text PDF of the article that you are referencing, you could attach it to the citation record in EndNote. Drag and drop the PDF onto the record. In this demonstration, you can use the provided example file called "Articles." But you don't need to have the citation record already existing to add a PDF. You can upload a single PDF or a folder of PDFs, and EndNote will automatically create a reference record for you. All PDFs are stored in the data folder and sorted by date. Use the same example file called "Articles" to test this. If the article has a DOI, EndNote can detect the DOI from the PDF document and find citation details to create the record for you. It will fill in details such as journal name, issue, page numbers, author names, abstract, etc. Please note that if the article does not have a DOI, then EndNote may have some difficulty automatically filling in the article details. But if required, you can always go back in and edit those details manually. [[Step 4: Deduplicate References]]

''Deduplicate References'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306800?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Deduplicate"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611279">link to the video</a> instead. The text of the video is also below: Once you have imported all your references, you will likely have at least some duplicate records. Removing them is a process known as deduplicating, and EndNote has a function that will do a lot of this for you. If you are using EndNote 21, then you can highlight all the references you want to deduplicate. If you are using EndNote 20, go to Library and then Find Duplicates. If you are using EndNote X9, go to References and then Find Duplicates regardless of version. The next step is that a pop-up window will appear. You can check the duplicates manually and select the version that you want to keep for each duplicate. If you want EndNote to choose for you, select Cancel. Then right click the highlighted duplicates to delete or move to Trash. The deduplication function is powerful, but it is not 100% accurate. After deduplicating, always sort your folder by author or title and scan your list to check manually for duplicates. You can select an individual record and delete it to manually remove a duplicate. [[Step 5: Add To Groups]]

''Add To Groups'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306783?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Add to Groups"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611281">link to the video</a> instead. The text of the video is also below: There are a few ways you can organise and manage your references. The first is by putting them into groups. To create a group, right click on the My Groups, then create Group Set. Then you can create further subgroups by right clicking on the original group set and clicking Create Group. You will right click on the new group in order to rename it. To add references to an existing group, click on the reference and drag it to your desired folder. Hold down Control Shift and Click to select multiple or Control A to select all in the folder. [[Step 6: Delete References]]

''Delete References'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306976?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Delete Reference"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611284">link to the video</a> instead. The text of the video is also below: To remove references, there are two ways that you can do this. This is so you can remove references that are irrelevant or duplicate. The first method is to just press the delete or backspace key on your keyboard. If you do this in a group, it won't delete the reference entirely from your library, but it will delete it from the folder it is contained in. You will likely still see the reference in question in places like recently added imported references or the unfiled folder. But if you do this in a folder that is not in a group, it will send the reference immediately to the trash. The second method to delete is to right click on the reference and then select "Move References to Trash." This moves your records to Trash and deletes them entirely from your EndNote library. If you accidentally send a reference to the trash, you can recover it by visiting the trash and then drag and drop the reference where you want it. [[Step 7: Edit References]]

''Edit References'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306771?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Edit Reference"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611288">link to the video</a> instead. The text of the video is also below: If you find that there are incorrect or missing details in your references, you can fix them. Click Edit on the reference that you wish to change, then click on the appropriate field. Press Control+S on your keyboard to save your changes before moving to another reference. You will also be prompted by EndNote to save your changes. [[Step 8: Export References]]

''Export References'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306944?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Export References"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611290">link to the video</a> instead. The text of the video is also below: If you wish to export references from your EndNote library, then you can go to the folder in your EndNote library and select the articles you wish to export. Click File, Export, and then type in a desired filename. Make sure to select "Save as type" and set it to a text file or .txt. Set the output style to RefMan RIS Export, tick "Export selected references," and then save. This will export the selected references as an RIS file that you can import into another program. [[Step 9: Annotate PDF]]

''Annotate PDF'' <div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1119306962?title=0&byline=0&portrait=0&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Annotate PDF"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script> If your browser doesn't support this video, here is a <a href="https://easternhealth.libguides.com/ld.php?content_id=52611294">link to the video</a> instead. The text of the video is also below: You can modify PDF files that have been attached to a document—for example, the full-text PDF of an article. Select the reference with an attachment, click on the PDF button, and start annotating. You can highlight, underline, strike out text, or insert comments. Save your changes before you exit the PDF annotator. Your annotations will remain in the PDF copy of the article that is within your EndNote library. [[Step 10: Backup Library]]

''Table of Contents'' We recommend completing the course in order, but if you just need a certain section, click on it below: [[Before You Start]] [[Step 1: Create Library]] [[Step 2: Import References]] [[Step 3: Upload PDFs To Reference]] [[Step 4: Deduplicate References]] [[Step 5: Add To Groups]] [[Step 6: Delete References]] [[Step 7: Edit References]] [[Step 8: Export References]] [[Step 9: Annotate PDF]] [[Step 10: Backup Library]] [[Step 11: Share Library]] [[Step 12: Manage Reference Styles]] [[Step 13: Cite While You Write]]