Reference Management Software Tools:
EndNote Basic
ENDNOTE basic (web)
• Is a web-based Bibliographic Management Software
(BMS) that provides users with online storage for their
references and the ability to format bibliographies in
their word processor.
• Compliments, but does not replace, use of PC based
Zotero, Mendeley, Reference Manager, EndNote X1to
X7 or ProCite.
• Previously known as "EndNote WEB"
This and the following slide compare
the features of EndNote basic and
EndNote X7 – the commercial option.
Summary: EndNote Basic Features
• stores up to 50,000 references
• option to attach files to individual references
• 21 most popular bibliographic styles
• 2GB of files storage (in EndNote Cloud Storage)
• online search of the 5 most popular databases
• no cost as this is a free account
To access EndNoteBasic, log into
endnote.com/product-details/basic
Open Create a free account.
Registration
Click on create an account
To register, enter an E-mail
address and then Retype E-mail
Address. Click on Continue.
Fill out the required User
Registration form. Remember to
click on I Agree for the License
Agreement. Store the Password
so that you can retrieve it.
Exercise 1: Registration
• Go to endnote.com/product-details/basic, click on
• On the next screen, click on
• Enter your email address twice and click on
• Complete user registration form by entering the
following information:
• Click on
to complete the license agreement and
registration. Remember to save your password.
Create a New Group
Displayed is the Sign In
page for EndNote Basic.
Complete Sign In.
Displayed is the Getting Started page
of EndNote Basic. Note the My
References Quick Search display and
horizontal tab with all the options.
Open Organize/Manage My Groups
option and click on New Group.
Then Enter a New Group box will
appear. The New Group being
added is type 2 diabetes and
developing countries. Click on OK.
In Organize/Manage My Groups, the
new type 2 diabetes and developing
countries group is displayed. Note that
there are zero Number of References.
Now click on Manage Sharing.
Currently, 0 E-mail Addresses
are linked to this search. Click
on Start sharing this group.
Now displayed is the box where you
can Enter e-mail addresses – to
form a group that will receive the
results of this search. Remember to
use commas to separate each email
address and click on Apply.
Exercise 2: Create a New Group
• Open/login to your EndNote Basic account. Click on
Organize/Manage My Accounts
• Open New Group, enter the title of your new group
in the appropriate box
• Click on OK
Download & Manually Create References
Now opened is the Collect/Online Search option.
Open the Select Favorites drop down menu and
click on PubMed(NLM) connection.
Note: Searches also can be completed directly in
PubMed and uploaded into your EndNote Group.
Now displayed is the PubMed
(NLM) Online Search option.
Click on Connect.
Added in the Online Search
are the type 2 diabetes AND
developing countries terms.
Click on Search.
The first 50 references of the PubMed search
are displayed. Check the boxes for the ones
to add, open (double click on) the type 2
diabetes and developing countries Group.
This will add the checked references.
After completing these steps, My Groups,
type 2 diabetes and dev… has 6 references.
Option 2 - In PubMed, complete a search for
type 2 diabetes and developing countries.
Again, check the boxes - in this case for 9
references. Open the Send to/file option, use
the MEDLINE format and click on Create File.
In Google Chrome, the file
is displayed at the bottom of
the screen. Double Click on
the .txt file to open it.
Now opened is the .txt file
Click on File/Save option.
Now Save the additional type 2
diabetes citations.txt file to the
Desktop or a Documents folder.
Open the Collect/Import References
option.
Choose File: additional typ… from
Desktop or Documents folder.
Import Option: PubMed(NLM)
To: type two diabetes and… Group.
Click on Import.
In Organize/Manage My
Groups, note that the type 2
diabetes… Group now has
15 Number(s) of References.
Click on Manage Sharing.
Currently displayed are the 15
references in type 2 diabetes…
Open the 1st citation by clicking
on the title.
Now displayed are
the complete details
of the reference.
Open Collect/New Reference,
Additional references can be
(manually) added to a specific
Group. Click on Save.
Exercise 3 – Download References from
PubMed and Add citation manually
• Open PubMed - http://www.ncbi.nlm.nih.gov/pubmed
• Complete a search that matches your new group
• From the PubMed Summary page, check the boxes of the
references you want to save (left of citations)
• Open the Send to drop down menu and complete the following
steps:
Note that the Format must be MEDLINE.
• Open the txt file that has been created (
• Save this file to Desktop or a Documents folder:
)
• In EndNote Basic, 0pen the Collect/Import References option.
• Choose Saved File: _________ from Desktop or Documents
folder
• Use Import Option: PubMed(NLM)
• Move To: Group of your choice
• Click on Import
Exercise 3 continued: Add citation manually
• In your Group, open Collect/New Reference
• Once the Manual Reference form is opened,
enter the following information:
Title Harrison’s Principles of Internal Medicine
Edition 19th
Author Dennis Kasper
Year 2015
Place published New York
Publisher McGraw Hill
• Click on Save
Add File to a Reference
After a reference is added to a group, a
file (pdf or other formats) can be added
to the citation. Click on the link to a
free full text article from PubMed.
The PDF of this article has been
downloaded/saved to the
Desktop or a Documents Folder.
Open the specific Reference from
the type 2 diabetes… Group
(click on the title).
Note the unbolded paperclip icon.
In the specific Reference/Attachments,
click on Attach files.
Note: figures also can be attached.
Now opened is the Attach file option.
Click on Choose File, Open specific
file (jphr-2015-3-581.pdf) from
Desktop or a Documents folder.
The specific File now is
listed next to a Choose File
box. Click on Upload.
This screen notes that the
Upload (is) Complete.
In the full version of the Reference,
the Attachment is noted.
Note: files can be uploaded in
multiple formats – as long as the fulltext file has been downloaded
including directly from a R4L journal.
Exercise 4 – Adding Files (optional)
• Save a PDF of a file to the Desktop or Documents folder.
• Open the Group – to add the file
• Click on the Title to open the specific Reference and unbolded
paper clip icon
• Click on paper clip icon. In the specific Reference/Attachments,
click on Attach files
• In the Attach files option, click on Choose File. Open specific file
from Desktop or a Documents folder.
• Click on Upload
Create a Bibliography
Now displayed are 6 references in the
type 2 diabetes… Group (the number
prior to adding the files directly from
PubMed). From the horizontal bar, Click
on Format/Bibliography.
Using the type 2 diabetes…
References/Group, open the
Bibliographic style drop down
menu, highlight Vancouver – one
of the preferred reference
formats for the sciences.
Click on Preview & Print bar.
Now displayed is the printable
Vancouver style bibliography
with the references in
alphabetical order by Author.
The savable .txt
file is displayed
Open the File drop down menu. If
necessary, open Format and click
on wrap text. Return to File and
click on Save or Save as – to the
Desktop or Documents folder.
Exercise 5: Creating Bibliography
• In your Group, click on Format/Bibliography.
• Open the Bibliographic Style drop down menu; choose the
bibliographic format to use. Click on Preview & Print.
• Return to Bibliography
• Click on Save bar
• Open .txt file in Notepad (click on file)
• In Notepad, you may need to open File/Format and click on
wrap text.
• Return to File option and open Edit. Click on Save or Save
as – to the Desktop or Documents folder.
Add References to a Word .doc
In order to link a Word .doc and
create references while writing a
paper, Cite While You Write Plug in
must be downloaded to the
computer. Go to Format Paper and
click on Cite While You Write… tab.
Now opened is the
Download Windows with
Internet Explorer option.
Click on the link.
Once the EndNote Plug-Ins
Installer is display, click on
Next>. Enter your Name and
Company and click on Next>.
For the subsequent displays,
click on Next> and highlight Cite
While You Write for Microsoft
Word and click on Next>.
After the Updating System is
completed , click on Finish.
The program now will be
installed on your computer.
Now displayed is a blank
page in MS Word. Note
the EndNote Plug-In.
A page of text is displayed.
Click on the EndNote plugin. Complete the EndNote
Login and click on OK.
After the EndNote plug-in is
displayed, click on Insert
Citations. Move the curser to
the location of the 1st footnote.
When the Footnote style drop
down menu is displayed, click
on the Vancouver option.
Now displayed is the EndNote Find &
Insert My References search box.
Enter diabetes or a search Group
that you have created. Click on Find.
Now displayed are six references
from the Diabetes… search. Highlight
the reference that will be inserted as a
citation – in this case the article with
Dube as the author. Click on Insert.
Now displayed is the Word
.doc with two citations. Note
how these citations also are
listed in a bibliography at the
bottom of the page.
To make changes to your citations, click
on Update Citations and Bibliography.
Also note the Convert Citations and
Bibliography option – to change the
Vancouver style to another.
Displayed is the EndNote Edit
& Manage Citations option.
Exercise 6: Add Word Plugin and Create citations
• Go to Format and click on Cite While You Write Plugin
• To install this, follow the instructions in slides 52-55.
• Open a MS Word .doc and click on the EndNote Plugin. Complete
the login for EndNote Basic
• In the plugin, click on Insert Citations; put the curser in the place
you want to add a citation
• When the Footnote style drop down menu is displayed, click on
the Vancouver (or another) citation style.
• In the EndNote Find & Insert My References search box, enter a
keyword for the Group where your reference is. Click on Find.
• Highlight the reference that will be inserted as a
citation. Click on Insert.
• Repeat this process to add a second or third reference.
• Note that a bibliography with these references now is
listed at the bottom of the page.
• You can edit references by clicking on
Open the Options tab on the
horizontal bar – to change
password, email address or
other Account options.
Additional resources
Further training available online
• http://endnote.com/training
For further training or Per
Topic questions, go to the
urls listed on this page.
Quick Reference Guide/Endnote Online
• http://endnote.com/sites/en/files/m/pdf/en-online-qrc.pdf
Help site per topic area
• http://www.myendnoteweb.com/help/ENW/help.htm
Displayed is the EndNote
Training page:
Endnote.com/training
Required exercises – for
downloading and use of software
– are listed in the presentation.
Updated 2016 02