EndNote X7
EndNotereferencemanagementsoftwarecanbeusedto:
•
•
•
•
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Gathertogetherreferencesfromavarietyofdifferentsourcesandstoretheminapersonal
Library
Retrieve,storeandmanagefull-textPDFdocuments
De-duplicateresultsfromliteraturesearchesconductedinseparatedatabases
InsertcitationsandcreateabibliographyinaMicrosoftWorddocument
Formatreferencesinavarietyofdifferentstyles
EndNoteisthereferencemanagementsoftwarepackagethathasbeenboughtbybothUCLand
GOSHforusebystaffandstudentsofthesetwoorganisations.ItisavailableforbothWindowsand
MACandiscross-platformcompatible.
ThereisalsoaWebversionofEndNoteandaniPADapp.TheappisnotincludedintheUCLorGOSH
licenceandmustbepurchasedseparately.TheonlineandiPADversionsofEndNotedonothaveall
thefunctionalityofEndNotefordesktop.
AccessingEndNote
ICHandUCLstaff:
TheUCLlicenceonlycoversinstallationsonUCLowned(orgrantowned)computers.Themost
recentversioncanbedownloadedfromtheUCLSoftwareDatabaseathttp://swdb.ucl.ac.ukand
youwillrequireyourUCLcomputerusernameandpassword.
GOSHstaff:
GOSHhasalicenceforEndNotetobeinstalledonallTrustcomputers.StaffcancontacttheGOSHIT
departmenttogetEndNoteinstalledontheirworkcomputer.
ICHandUCLstudents:
EndNoteisavailable,bothonsiteandoffsiteviatheUCLDesktop.RemoteaccesstotheDesktopis
throughtheISDlink:https://my.desktop.ucl.ac.uk/.YouwillneedaUCLcomputeraccounttologin.
DiscountforGOSHstaffandforICH/UCLstaffandstudents:
IfyouwouldprefertopurchaseyourownpersonalcopyofEndNote,itcanbeboughtatadiscount
throughwww.bilaney-consultants.co.uk/endnote-chest.
CreatinganewEndNoteLibrary
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OpenEndNote
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GototheFilemenuandselectNew
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Chooseanameforyourlibraryanddecidewheretosaveit
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ClickonSave
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
Theleftpanedisplays
groupsandfoldersof
references
Themiddlepanewilldisplaya
listofthereferencesthatyou
addtoyourLibrary
AddingreferencestoyourLibrary
1. Importreferencesdirectlyfromonlineresources
Therightpane
provides:
• Referencetab-
aquickviewof
allfieldsinthe
reference
• Previewtab–
showshowthe
reference
woulddisplay
ina
bibliography
• AttachedPDFs
tab–displays
thePDF
Thisisaquickandaccuratewaytogetreferencesintoyourlibrary.PleaseseetheseparateICH
Libraryguide:EndNote–DownloadingfromElectronicResourceswhichgivesstep-by-step
instructionsfordownloadingfromavarietyofonlineresources,suchasPubMed,Embase,PsycINFO,
theCochraneLibrary,UCLExplore,etc.
Wheneveryouimportreferences,atemporarytabappearsinyourEndNoteLibrarytoshowwhat
youhavejustimported.ThiswilldisappearifyouclosetheLibraryorimportsomenewreferences.
AllofyourimportedreferencesareaddedtotheAllReferencesfolderwheretheyarestored
permanently.
AllReferencesfolderprovidespermanentstorage
forallthereferencesinyourEndNoteLibrary
ImportedReferencesisatemporarytab
showingrecentlyimportedreferences
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
2. ImportPDFsandEndNotewillautomaticallycreatealinkedreference
IfyouhaveaPDFstoredonyourcomputer,youcanimportitintoEndNote.EndNotewillextract
informationfromthePDFtocreateareference.ToimportaPDF:
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InyourEndNoteLibrary,gototheFilemenuandselectImport
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SelectFile
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ChoosethePDFfilethatyouwanttoimport
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MakesurethattheImportOptionisPDF
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ClickonImport
EndNotewillreadthePDFandaddanewreferencetoyourEndNoteLibrary.AcopyofthePDFwill
beattachedtothenewreference.
3. Addreferencesmanually
Therewillbesomecaseswhenyoucannotfindareferenceinanonlinesourceandyouwillneedto
additmanually,e.g.forreferencestochapterswithinbooks,conferences,unpublishedmaterial,etc.
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InyourEndNoteLibrary,clickontheNewReferenceicononthetoolbar:
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Enteralltheinformationyouhaveforthereference.Note:
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Reftype:Thedefaultreferencetypeis‘journalarticle’.Clickonthedrop-downbox
nexttothereferencetypethatisdisplayedtochooseadifferentone.Thefields
availableforthatreferencetypewillchangeaccordingly.
o
Authors:Eachindividualauthormustbeenteredonanewline.Namesshouldbe
enteredintheformatBloggs,J.Organisationnamesshouldbefollowedbya
comma,e.g.WorldHealthOrganization,
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Thereisaspellcheckeravailableatthetopofthepage
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Whenyouhavefinishedenteringdata,saveandclosethereference
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Toeditthereference,doubleclickonitinthecentralpaneofyourEndNoteLibrary
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
FindingthefulltextofreferencesinyourLibrary
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Highlightoneormorereferences.
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ClickontheFindFullTexticononthetoolbar:
ClickonOKorContinueinanypop-upwindowsthatappear.Youmaybeaskedtologinwith
yourUCLcomputerusernameandpassword.
TheFindFullTextgroupintheleftpaneofyourEndNoteLibraryindicateswhetherthefull
texthasbeenfound.IfthePDFisfound,itwillbeattached.
•
•
*IfEndNotehasfoundtheURLassociatedwiththerecord,e.g.thepublisher’swebsite,thisis
insertedintheURLfield.
IfyouarenotusingaUCLcomputer,youwillneedtoamendyourpreferencessothattheFindFull
Textoptionworksproperly.
UCLStaffandStudents-tolinktoUCLfull-textresourcesfromanycomputer:
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►
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TolinktoUCL-subscribedfull-textarticles:
ClickonEdit>Preferences>FindFullText
Makesureall4checkboxesareticked
Enterthefollowingwebaddresses:
o OpenURLPath:http://metalib.ucl.ac.uk:9003
o Authenticatewith:URL:https://libproxy.ucl.ac.uk/login
ClickonApply,thenclickonOK
GOSHStaff-tolinktoNHSAthensfull-textresourcesfromaGOSHcomputer:
TolinktoNHSAthens-subscribedfull-textarticles:
ClickonEdit>Preferences>FindFullText
Makesureall4checkboxesareticked
Enterthefollowingwebaddresses:
OpenURLPath:http://nhs5531515.resolver.library.nhs.uk
Authenticatewith:URL:
https://auth.athensams.net/?ath_returl=%2Fmy%2F&ath_dspid=ATHENS.MY
ClickonApply,thenclickonOK
►
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
DeletingreferencesfromyourLibrary
DraganyreferencesthatyouwanttodeleteacrosstotheTrashfolder.
Todeletethereferencespermanently,right
clickontheTrashfolderandthenclickonthe
EmptyTrashbuttonthatpopsup.
DeletingduplicatereferencesfromyourLibrary
Ifyouhaveimportedreferencesonthesamesubjectfrommorethanoneonlineresource,youmay
findthatyouhavesomeduplicatereferencesinyourlibrary.Toremovetheduplicates:
• InyourEndNoteLibrary,clickontheAllReferencesfolder
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GototheReferencesmenuandselectFindDuplicates
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Closethepop-upwindowthatappears
ADuplicateReferencesfolderwillappearwithalltheduplicatereferenceslisted.Theduplicatesthat
aretobedeletedwillbehighlighted.
• Clickononeofthehighlightedreferences,holddowntheleftmousebuttonanddragacross
totheTrashfolder
AllofthehighlightedreferenceswillbetransferredtotheTrashfolder.
Organisingyourreferences
1. Createagroup
Referencescanbeorganisedintofolderscalled‘groups’whicharedisplayedontheleftofthe
EndNoteLibrary.
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InyourEndNoteLibrary,gototheGroupsmenuandselectCreateGroup
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Typeanameforyourgroup
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Selectthereferencesthatyouwanttomovetothegroupbyhighlightingthem(useCtrlkey
toselectmorethanone)anddragthemintothegroup.
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
2. Createasmartgroup
AsmartgroupwillautomaticallycreateagroupfromtheresultsofasearchofyourEndNoteLibrary.
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InyourEndNoteLibrary,gototheGroupsmenuandselectSmartGroup
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UsethesearchboxthatappearstosearchyourLibrary,e.g.thesearchbelowwillfindall
referenceswiththeauthorJBloggs.
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ClickonCreate.ThenewgroupwillappearintheleftpaneofyourEndNoteLibrary.
3. Createagroupset
Theboldheadingsintheleftpaneofyour
Libraryarecalled‘groupsets’.Theycanbe
usedtoorganiseyourgroups.Tocreatea
groupset:
InyourEndNoteLibrary,gotothe
GroupsmenuandselectCreate
GroupSet
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•
Typeanameforyourgroupset
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Draganddropgroupsunderthe
groupsetheading
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
BackingupyourLibrary
EveryEndNoteLibraryismadeupofalibraryfile(.enl)andadatafolder(.data)withthesamename.
E.g.
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MyEndNoteLibrary.enl
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MyEndNoteLibrary.data
YourLibrarywillnotworkunlessbotharesavedtogetherinthesameplace.
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InEndNote,gototheFilemenuandselectSaveacopy
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Navigatetothelocationwhereyouwishtobackupyourfiles
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EndNotewillautomaticallyappend‘Copy’tothefilename,butyoucanre-namethefileif
youwish
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ClickonSave
InsertingcitationsandreferencesintoaWorddocument
YoucanuseEndNote’sCiteWhileYouWritefunctiontoinsertreferencesfromyourLibraryintoa
Worddocument.Youcanthenformatthedocumentintoacitationstyleofyourchoice,e.g.
Harvard,Vancouver,APA,etc.
IfyouareusingacomputerwhichhasEndNoteinstalled,theCiteWhileYouWrite(CWYW)tools
shouldautomaticallyhavebeenincludedinWordaspartoftheinstallation.ClickontheEndNoteX7
tabtoviewtheCWYWtools.
1. InsertingCitationsbyselectingreferencesinyourLibrary
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PlaceyourcursorintheplacewhereyouwishtoinsertacitationinyourWorddocument
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GotoyourEndNoteLibraryandhighlightthereference(s)thatyouwishtoinsert
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ClickontheInsertSelectedCitation(s)icon
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library
EndNote X7
2. InsertingCitationsbysearchingyourLibraryforreferences
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PlaceyourcursorintheplacewhereyouwishtoinsertacitationinyourWorddocument
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ClickonthemagnifyingglassiconattheleftoftheMicrosoftWordEndNotetoolbar
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Enterasearchtermtolocateyourreference,e.g.theauthor’ssurname,orakeywordfrom
thetitle
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SelecttherelevantreferenceandclickonInsert
Whenyouinsertin-textcitationsusingEndNote,alinkedbibliographywillautomaticallystartto
buildupatthebottomofthedocument.
Formattingcitationsandbibliographies
EndNoteautomaticallyformatsinsertedcitationsandcreatesbibliographiesinthechosenoutput
style.
• InWord’sEndNotetoolbar,clickonthedrop-downmenunexttoStyle
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ClickonSelectAnotherStyletoviewavailableoutputstyles
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SelectastylefromthelistandclickonChoose
Editingcitations
Clickonceon the in-text citation. The text will have a grey backfill.
WARNING!
Do not type over any part of your document which is greyed, as this disrupts the coding in
Word.
In Word, click on the Edit & Manage Citation(s) icon
• remove a citation;
• add a prefix, suffix or page numbers to a citation.
. Now you can:
Editingreferences
IfyouwishtoeditareferencethatyouhaveinsertedintoaWorddocument,makethechangesto
thereferenceinyourEndNoteLibrary.
Then,returntoWordandclickonUpdateCitationsandBibliography.Thereferencewillbe
updatedinWord.
Last updated Feb 2016
Friends of the Children of Great Ormond Street Library
E-mail: ich.library@ucl.ac.uk
www.ucl.ac.uk/ich/support-services/library