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HELP & HOW-TO |
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EndNote Guide
The Basics
Linking EndNote records to the full-text of a journal article
EndNote Web
Help
The Basics
EndNote & RefWorks at UCSF
EndNote at UCSF
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- EndNote X1 for Windows was released in June 2007. Version X1 for the Mac will be released in the fall. See "What's New in EndNote X1."- EndNote X was released in 2006. Click here to see how it differs from version 9. - If you have EndNote version 9.0.0 running under Windows you should consider upgrading to 9.0.1., which contains many enhancements. You can download the free patch from the
EndNote Website. - If you have EndNote 7.0 you may need to consider if it is worth upgrading, as version 7 is adequate for most users' needs.
- EndNote 8 introduced some useful enhancements such as unlimited file size, support for Unicode characters (Chinese, Japanese, Russian, Greek, etc.) and improved support for using EndNote on a hand-held device.
- When EndNote 8 was released, Library staff advised users not to upgrade due to a number of system bugs. Most of the major problems were resolved with the release of 8.0.2.
- Note: Libraries created with EndNote 8 and above are not compatible with earlier versions.
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Downloading References
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- Connect directly to PubMed@UCSF from within EndNote using the EndNote PubMed (NLM) connection file. To do this, click on the Connect button on the main toolbar to view a list of available connection files.
- Highlight PubMed(NLM) then click on Connect.
- Type your search terms in the search box:
- Click on the Search button.
Connecting Directly to PubMed using the EndNote PubMed (NLM) Filter
- Run your search in PubMed@UCSF and select references you wish to transfer to EndNote.
- Note that your search results will be automatically displayed in the Summary format:
- Pull down the Display menu and choose the MEDLINE format.
- Save references by selecting File from the Send to box.
- In the Save dialog box, choose where you wish to save citations. PubMed will automatically name the file "pubmed-result.txt."
- Click on the Import button on the main EndNote menu:
- Use the Choose File button to locate downloaded PubMed references then open the Import Option menu and select Other Filters. Highlight the PubMed (NLM) filter, and click on Choose.
- The dialogue box should now look like this:
- Now click on the Import button. References now appear in your library window:
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Using the Melvyl Connection File
- The EndNote connection file for MELVYL is named University of California Library Catalog. If you do not have this you can download it from the Thomson ResearchSoft website. Place it in your EndNote/Connection file folder. Using the University of California Library Catalog Filter
- To use the filter, first search the database, then download your search results in the TAG format to your own computer or a disk. Import your search results into EndNote by choosing the Import command from the File menu and selecting the University of California Library Catalog filter. The filter can be downloaded from the Thomson ResearchSoft website.
- Remember to save your records in the Short (Tagged) or Long (Tagged) print format.
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- Unlike other sources, such as PubMed@UCSF and PsycINFO, you cannot control what gets downloaded to EndNote: abstracts, addresses, URLs, and authors' emails are not exported. In addition, information is sometimes missing from other fields.
- In Google Scholar, click on Scholar Preferences (next to the Search box)
- When the Preferences window opens, scroll down to Bibliography Manager and check the option Show links to import citations into
- Use the drop-down menu to select EndNote Full format no references
- Click on the Save Preferences button
- Now when you do a search, you will see a link Import into EndNote after each reference
- To save a reference to EndNote, click on the Import into EndNote link.When the File Download dialog box opens,click on Open
- You will be asked to select an EndNote library. Select the library, and the reference will be imported. A filter is not required
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Linking EndNote records to the full-text of a journal article
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STEP 1: Import list of full journal titles in Medical.txt file
- from the EndNote Tools menu select Open Term Lists, then Journals term list. Click on the List tab: Journals should be highlighted.
Click on Import List button. Navigate to the Medical.txt file in the Program files/EndNote/Term Lists folder.
- double-click on the Open button to import the list. Your Journal Term List should now display full titles in the left-hand column.
- Click on the Search button.
STEP 2: Modify APA 5th output style
- select the APA 5th output style from the pull-down menu on the EndNote toolbar.
- from the EndNote Edit menu select Output Styles, then Edit APA 5th
- open Edit APA 5th to display the style template.
- click on Journal Names in the left-hand window.
- under When Formatting Journal Names click on Journal names, then Full Journal Name
- from the EndNote File menu select Save As to save a copy of the modified APA 5th style.
Give this a new name (e.g., APA 5th_JT) to distinguish it from the original APA 5th style.
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Endnote Web is provided free of charge to UCSF faculty, students and staff as part of our subscription to Web of Science.
- To get started, connect to the Web of Science (WoS). Do a search, then you'll see EndNote Web as one of the options for saving records. Register as a user and choose a password (make sure you remember the password!). - You must be on campus in order to create an account or using VPN to access the campus network.
- Once registered, you can access your Endnote Web account from on or off campus by going to the EndNote Web login page.- You will need to login while on campus at least once every twelve months in order to maintain your account.
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