ENDNOTE QUICK GUIDE

Introduction to RefWorks, EndNote and Zotero
RefWorks Quick Guide  |  Zotero Quick Guide

• EndNote classes are available at Columbia.
• The online tipsheets at www.endnote.com, dealing with specific topics, can be useful.

• Go to the CUIT page and download the EndNote installer (requires UNI login and password)
• If you are upgrading to a new version of EndNote, uninstall the old version first.  Your libraries, connection files and filters will not be deleted.
• After downloading the EndnoteX2.zip file, unzip it using Winzip (or an equivalent program).  You can download a trial evaluation version of Winzip here.  Right-click on the EndnoteX2.zip file and select "Open with Winzip."  After Winzip has opened the files, extract them both to the folder C:\Program Files\Endnote X2\.  You must have the EndNote program file itself (ENX2Inst.msi) and the license file (license.dat) in the same folder after they are unzipped.

• EndNote supplies many connection files, which can be used to search library catalogs (and a few databases) directly by going to Tools - Online Search...
• The only databases that can be searched directly from within EndNote by this method are those provided by Thompson-ISI and Ovid. 
• The other databases on the list cannot be used due to subscription restrictions; for these databases, it's necessary to search in the database itself and then export the records into EndNote (see tips below).

• An EndNote library is a list of references. In EndNote X2, a library can be subdivided into groups.
• The extension for library files is .enl.
• To print the library that is currently open, select the citation style you wish to use in the upper left, then use File - Print...  To add to the list of styles available, go to Edit - Output Styles - Open Style Manager (it can take a long time to open). Check the box for the style you want, close the Style Manager, and the style is added to the short drop-down list in the upper left.
• You can copy and paste references from one library to another.

• To enter a new reference manually, open an EndNote library, then use References - New Reference.
• Select the Reference Type (e.g. Book; Book, Section; Journal Article; Electronic Article; Newspaper Article). This determines the fields offered.
• The most important information to enter accurately is the information that is required by the citation style you wish to use when you cite your references.
• Enter a URL for the item online if you can find one.
• Close the "New Reference" window, and the reference is saved to the library that is open.
• Remember that EndNote (like any other bibliographic software) will only be able to supply citations correctly if the information has been input correctly.  It is very important to double-check each field after a reference has been entered or imported.
• To open up and edit a reference, right click on it.

USING ENDNOTE TO FIND REFERENCES

You can search CLIO and some online databases from within EndNote.  One example of searching a library catalog and one example of searching a journal database are given here:

Searching a Library Catalog from within EndNote - e.g. CLIO

• In EndNote, go to Tools - Online Search - Columbia U.
• An "Any Field" search here is similar to a Keyword search in the regular CLIO, except that two or more words together are always taken as a phrase.
• As in CLIO, you can truncate words to find variant endings using ?.
• Carry out your search in the search boxes at the bottom of the screen.
• The dialog box tells you how many results were found; click on "OK" to retrieve them.  If EndNote is retrieving too many, click on "Cancel."
• In EndNote X1 and earlier, retrieved references are displayed in a temporary window until you explicitly save them, so you can pick which references from those imported you want to save.  However, in EndNote X2, retrieved references are automatically added to the library that is currently open.  Only the imported references are shown at this point, and you may want to delete references from this list.  If you close the library and re-open it, all the references in the library will be displayed.

• Go to Tools - Online Search...
• Scroll down to Web of Science and click on "Choose."
• Carry out your search in the search boxes at the bottom of the screen.
• Truncate words to find variant endings using *.
• The dialog box tells you how many results were found; click on "OK" to retrieve them.  If EndNote is retrieving too many, click on "Cancel."
• In EndNote X1 and earlier, retrieved references are displayed in a temporary window until you explicitly save them, so you can pick which references from those imported you want to save.  However, in EndNote X2, retrieved references are automatically added to the library that is currently open.  Only the imported references are shown at this point, and you may want to delete references from this list.  If you close the library and re-open it, all the references in the library will be displayed.

• After you have carried out your search in the database, mark/tag or save to folder the records to be exported into EndNote.  Click on "Add to marked list"  or "Add to folder" if the database requires that step.  (These options are different in different databases.)
• Click on "View Marked Items" or "Go to folder" (or the equivalent), to view only the records you have tagged.
• Select the items in your folder/marked list that you wish to export, find the link or button to "Export citations into EndNote" and click on it.
• If you don't already have an EndNote library open, the EndNote "Select A Reference Library" dialog box will open up, and you can select the library you want to save to.
• At this point, only the newly added references are shown, but if you close the library and re-open it, all the references in it will display.

• Go to http://www.endnote.com/support/enfilters.asp, sort by database, and find the correct filter for the database you are using, or find it in the list of filters provided by Columbia at http://www.columbia.edu/cu/lweb/help/howto/endnote/filters.html.
• Save the filter file to C:\Program Files\EndNote X2\Filters\.
• After carrying out your search in the database, tag the records to be exported/imported into EndNote.  Click on "Add to marked list"  or "Add to folder" if the database requires that step.  (These options are different in different databases.)
• Click on "View Marked Records" or the equivalent, to view only those records tagged.
• Save or download this list of records as a plain text file.  In order to do that, find the button that allows you to save, download or display these records as a Text file.
• Using either the database's Save function, or your browser's File - Save File As function, save this file to your desktop as a .txt file.
• In EndNote, open up the EndNote library where you wish to save the references, then go to File - Import.
• Click on "Choose File" and find the file you just saved on the desktop.
• Next to "Import Option," select Other Filters and find the correct filter for the database in the list.
• Click on "Import."
• Only the imported references are shown at this point, but if you close the library and re-open it, all the references in the library will display.
• There are other sources for EndNote filters; you can search for them on the Web (for example you can do a Google search for <"lexis nexis" and "endnote filter">).

• In EndNote, go to Edit - Preferences…
• Click on "URLs & Links".
• Check the box "Enable OpenURL."
• Delete any text already in the "OpenURL Path" box.
• Type in this address: http://e-link.cul.columbia.edu:9003/culink
• Leave the Arguments as they are in the box below. Click on OK.

• Open a reference in an EndNote library.
• Go to References - URL - OpenURL Link.
• e-Link will check the available databases to see if any of them have the article in full text.

• Open the EndNote library you want to use.
• Choose the citation style you need to use for the paper by going to Edit - Output Styles - Open Style Manager (it can take a long time to open). Check the box for the style you want, close the Style Manager, and the style is added to the short drop-down list at the top left of the main window.
• When you are ready to insert a citation into your paper, in Word 2003 use Tools - EndNote - Find Citation.  In Word 2007,  use the EndNote tab on the toolbar to access the EndNote commands.
• After clicking on "Insert" wait for a second or two, and the citation will be added in the paper and also in the bibliography at the end of the paper.
• To add a footnote or an endnote in Word 2003, on the Word menu, use Insert - Reference - Footnote or Endnote, and then the EndNote menu to put in the citation.  In Word 2007, use the EndNote tab.
• To change the citation style used in your paper, in Word, use EndNote - Format Bibliography (making sure that the style you want is one of those checked in the EndNote Style Manager).