Endnote Tutorial

Endnote: A Brief Guide to Using Endnote with the Cornell Library Gateway

CONTENTS What is EndNote? Introduction to an Endnote Library Entering References into a Library Citing References & Generating Bibliographies in Word Accessing Additional Filters, Connection Files, Styles & Term Lists Useful Tips and Tricks Other Tutorials Support

What is Endnote?

• It's a database for references: organize and store your citations into databases called libraries.
  
• It's a citation formatter: automatically create references, footnotes, & bibliographies in your written documents.
  
• It's a search interface: search online catalogues and databases directly from Endnote. Search the Cornell online catalog! (Due to licensing and security restrictions, some Gateway databases cannot be searched this way).

Introduction to an Endnote Library

Much as a physical library is a collection of books and journals in a particular subject, an Endnote library is a collection of references (or citations) that are usually on a single topic (your thesis, for example). Each reference in a library is composed of different fields, such as author, date, journals, etc.

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Entering References into a Library

There are 3 ways to enter references into an Endnote library:

1. Type them by hand.
2. Download them from a database and import into your library.
3. Connect directly to & search a database from Endnote.

1. Typing by Hand

--choose references>new.

--enter in author, year, etc. by hand (use tab key to go to next field). Alternatively, you may cut and paste field information from an existing document. Author's name may be entered either first last or last, first.

2. Downloading from a Database:

--When you search a database like Biosis, Medline or Eric, you can save your search results and import them directly into your library. To import them, you must use the proper Endnote filter.

--Once you have saved your search results, go to file>import.

• For "import data file," choose your saved search.
• For "import option," choose the filter for your database. Remember to note both the database name (Biosis, for example) and the information provider (at Cornell, that would be Silver Platter, or SP, for Biosis). If the filter you need isn't listed, you can download it from either Endnote or Cornell.
• For duplicates, you can have Endnote compare incoming records with those already in your library & discard any duplicates, or you can import them all. You can also later search for duplicates already in your library.

--Note: certain databases, such as the Web of Science Citation indexes and the Proquest databases, allow you to export records directly from them into Endnote without a filter. Others, like any of the OCLC databases, allow you to directly export but will ask you to select the filter. In either case, you won't have to do the "file>import" routine.

3. Connecting Directly to a Database from Endnote:

Connection files let you search a database directly from Endnote. Currently, the connection files that work for Cornell patrons are:
a. library catalogs such as Cornell's;
b. PubMed (for Endnote 6 and later);
c. ISI Web of Science databases; and
d. most of the OCLC databases (Eric, Medline, Worldcat, and many others).

--To use a connection file, you first need to select it in the connection manager folder. In Endnote 7, choose edit>connection files>open connection manager. In Endnote 6 and earlier, choose file>connection files>open connection manager.

--Once you've selected a connection file, connect by choosing tools>connect (in Endnote 6 and earlier, you choose file>connect).

--Once you've done your search, records may then be added to any library by simply pressing the "copy all references to" button and selecting a library.

• The connection file for the Cornell library catalog may be downloaded here. If you have a Mac, convert this file using the free conversion tool at http://mac.unimaas.nl/EndNote.html.
• The connection files for PubMed, ISI Web of Science, and OCLC databases should come with Endnote or can be downloaded at Endnote.com. Tips on using them may be found here.

Citing References & Generating Bibliographies in Word

Endnote works with most versions of both Microsoft Word and Corel WordPerfect.

--To cite references and generate bibliographies, you should first highlight the reference you want to put into your document.

--Then go to Word. To insert a reference, choose Tools>Endnote>Insert Selected Citation.

When you are done adding references and wish to format the references and bibliography, choose Tools>Endnote>Format Bibliography. The references and bibliography will be formatted in the output style you choose. The output styles you see are those selected in Endnote style manager folder.

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Accessing Additional Filters, Connection Files, Styles & Terms Lists

Filters:

• Additional filters for Cornell Library Gateway databases (about 50 in all) are available from Mann Library here.
• Additional filters are also at Olin Library 's Endnote site: www.library.cornell.edu/okuref/filters.htm
• And a large list of filters may be found at Endnote's website: www.endnote.com/support/enfilters.asp

Connection Files:

• The connection file for the Cornell library catalog may be downloaded here. If you have a Mac, convert this file using the free conversion tool at http://mac.unimaas.nl/EndNote.html.
• Additional connection files are also available at Olin's Endnote site: www.library.cornell.edu/okuref/filters.htm
• A large list of connection files may be found at Endnote's website: www.endnote.com/support/enconnections.asp

Styles:

• Additional output styles are at Endnote's website: http://www.endnote.com/support/enstyles.asp

Term Lists:

• A journal term list for journals indexed in Biosis (biology) may be downloaded to your term lists folder from the University of Queensland: www.library.uq.edu.au/faqs/endnote/biological_journal_titles_6.html (works for Endnote 6 & up)

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Useful Tips and Tricks

1. Downloading Records from Cornell Library Gateway Resources

2. Connecting to Databases from Endnote Using a Connection File

2. E-mailing Records

If you e-mail yourself records from a database, you will need to save these e-mail messages as text files. Using either Eudora, or Travelers Mail (Web), select Save As from the File menu, and save records with the .txt extension.

3. Mac to PC and PC to Mac

Mac to PC: If transferring EndNote files from a Mac to a PC, add .ENL for an EndNote Library (i.e.. MYLIB.ENL) Older versions of EndNote use .LIB as the library extension. Newer versions of EndNote will recognize either .ENL or .LIB as the proper extension.

PC to Mac:There is a nifty free software program that converts all PC filters, connection files and styles to a Mac format. At the University of Maastricht in the Netherlands: http://mac.unimaas.nl/EndNote.html

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Other Tutorials

Endnote Tutorial (University of Queensland, Australia)
http://www.library.uq.edu.au/endnote/how_use.html

Endnote 3-9 Tip Sheets, Plus Endnote 4 Interactive Tutorial (ISI/Endnote):
http://www.endnote.com/support/entips.asp

Endnote Tutorial (UNC Health Sciences Library):
http://www.hsl.unc.edu/Services/Tutorials/ENDNOTE/intro.htm

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EndNote Support

• You may direct your bibliographic management questions to Jim Morris-Knower. Questions about library resources should be directed to the appropriate reference desk. Endnote also manages an international mailing list that you can join.
• Questions about ordering software, upgrades, or technical support should be referred to Endnote at:mac-support@isiresearch.com and pc-support@isiresearch.com
• You can also download a demo version of their software for Macintosh or Windows. For prices and availability at Cornell, contact the Campus Store Computerware Department at: 255-1996.
• Mann offers workshops on Endnote every semester. To find out more & to register, see the Mann workshops page.

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