EndNote Guide (for EndNote versions X4-X5)

Katie Newman -- Biotechnology i!rarian -- "nstitute for Genomic Biology #oom $%&' -- $(5-5&)(
Biotechnology "nformation *enter+ www,li!rary,illinois,edu-!iotech- -- florador.illinois,edu
/0ring $'%$
Note+ 1his guide is availa!le online+ www,li!rary,illinois,edu-e20ort-!iotech-docs-EndNoteGuide,doc
3ur0oses of EndNote
Create your own searchable library(s) of literature citations for easy reference and with links to the full text
and PDFs of journal articles.
Use EndNote to easily forat citations within and at the end of your anuscri!ts to confor to the style
re"uired by a journal.
4#s to Note
EndNote /u00ort site+ www.EndNote.co#su!!ort#ensu!!ort.as!
For $tyles% &!ort filters% 'ech hel!% User(s )uide (*+% *,% *-% *.% */)% 0ord te!lates% and ore. For
technical su!!ort% start by lookin1 in the 2nowled1e3ase% science.thosonreuters.co#su!!ort#
$ee also online tutorials% includin1 4ideos such as 5EndNote6 3iblio1ra!hies ade Easy7
www.EndNote.co#trainin1#.
EndNote /u00ort site (4 of ")+ www.library.illinois.edu#biotech#EndNotesu!!ort.htl
For local connection files% custoi8ations to locate or download PDFs for articles in journals for which the
9ibrary holds subscri!tions% and ore. EndNote $u!!ort is located on the Publishin1 'ools tab of the
3iotech &nfo Center website.
5or6sho0+ Getting /tarted
:!en EndNote */ ;i1nore the o!enin1 enu#screen<
o Create a new EndNote 9ibrary6 File # New. Put the library in the EndNote folder located in the =y
Docuents folder (e.1.% users#usernae#=y Docuents#EndNote. :r% 9ibraries#docuents# =y
Docuents#EndNote. Nae the library what you like> by default it is =y EndNote9ibrary.enl
:!en Firefox6 =ake this your hoe !a1e6 www.library.illinois.edu#biotech#endnotesu!!ort.htl
:!en this doc as a 0ord docuent6 www.library.illinois.edu#ex!ort#biotech#docs#EndNote)uide.doc
*ustomi7ations to ma6e (EndNote version X4-X5)
Edit # Preferences # U?9s @ 9inks6
o &$& 3ase U?96 1ateway.isiknowled1e.co#1ateway#)ateway.c1i
o :!en U?9 Ar1uents6 B
sidC$F*@aufirstCAUF&?$'@aulastCAU9A$'@issnC&$$N@atitleCA'&'9E@titleC'&'9E@4olueCD:9
U=E@issueC&$$UE@dateCDA'E@s!a1eC$PA)E
;co!y and !aste fro the online EndNote)uide.doc> ake sure there are no s!aces in this strin1<
Edit # Preferences # Find Full 'ext6
o $elect A99 the Find Full text o!tion boxes
o :!en U?9 Path6 o!enurl.library.illinois.edu#sfxlcl-#
o Authenticate with U?96 www.library.illinois.edu#!roxy#1o.!h!BurlC
Edit # Preferences # Du!licates
o $elect Author% Eear% 'itle (this is the default settin1)
o 'his dictates the fields that are co!ared when the !ro1ra searches for du!licate records.
Edit # Preferences # Dis!lay Fields F this 1o4erns which fields will be dis!layed in a library
o $u11ested6 +% File attachents> ,% Author> -% Eear> .% 'itle> /% Gournal#$econdary 'itle> H%
?eference 'y!e> 7,DOI; 8, Record number.
Edit # Preferences # Chan1e Case
o Add these words6 DNA> ?NA> U$A> si?NA> ?NAiI
Edit # :ut!ut $tyles # :!en $tyle =ana1er
EndNote 0orksho!6 Pa1e +
o $elect the journals in which you ex!ect to !ublish% e.1.% $cience% Nature% Plant Cell% PNA$I
o &f you don(t find the journal you(re interested in% you ay not ha4e all the styles installed> see if
there(s a style on the EndNote website (there are o4er /JJJK)6 Lel! # EndNote $tyles Finder # I
follow the !ro!ts. 3e sure to !ut the style file in the EndNoteM$tyles folder% which is usually
located in the =y Docuents folder. Note6 you can also download a 8i! file with A99 the out!ut
styles
Edit # &!ort Filters # :!en Filter =ana1er
o $elect the library databases fro which you(ll want to i!ort citations% e.1.% Pub=ed (N9=)%
$ciFinder (CA$)% Psyc&nfo (C$A)> EiCo!endex (Ei)> E?&C (C$A)> $co!us (Else4ier).
Edit # Connection Files # :!en Connections =ana1er
o $elect the databases you ay want to search usin1 EndNote6 Pub=ed (N9=)> 0eb of $cience
('$)> 3iolo1ical Abstracts ('$)> CA3 Abstracts ('$)> 9ibrary of Con1ress. $e4eral other locally
odified connection files are a4ailable% too% at our EndNote su!!ort site.
o 'i!6 For co!rehensi4e searches% it(s usually better to use the nati4e search en1ine rather than
EndNote(s search en1ine to search !ro!rietary databases.
9oad journal abbre4iations .txt lists. 'hese will hel! with data entry (if you(re addin1 a reference anually)
and soe styles use these to chan1e to chan1e to # fro abbre4iations
o 'ools # Define 'er 9ists
o Click on the 9ists tab% and then select Gournals # &!ort 9ist
o :!en the folder% 5'ers 9ists7 (usually found in c6M Pro1ra FilesMEndNoteM)
o Choose the subject(s) that ost closely atches your area of interest% .e.1.% =edical% 3ioscience%
Cheical% or Noolo1ical. ?e!eat this !rocess to add additional subjects. Each journal ter list is a
text file of the full and abbre4iated title of journals.
o 9ater you can edit the txt list% addin1 additional journals% as needed.
o 'he keyword and author lists are built dynaically as you add references to your library
E4entually you ay want to ake other custoi8ations such as6
o $et EndNote to o!en autoatically with a !articular library or to o!en the ost recently used library
o Chan1e the font shown on the screen
o 'urn off s!ellin1 autoOcorrection or add ters to the dictionary
o =odify $!ell Check settin1s
o Autoatically discard du!licate citations when i!ortin1 records
8our 5ays to Build an EndNote i!rary
First% create a new library if you ha4en(t already6
File # New. Find the EndNote Files folder and create a library6 =y EndNote 'est 9ibrary.enl
+. /earch from within EndNote9 using its connection files to search e2ternal data!ases
$earchin1 databases directly fro EndNote is a handy feature% but it is best used to find known citations% not to
!erfor co!rehensi4e searches. &f you need to find all the articles on a !articular to!ic or by a !articular
author% search the database directly% usin1 all the search features a4ailable% and i!ort just the citations you
need into EndNote (see =ethod ,% below).
a. Add soe references 4ia a direct online search of Pub=ed or 0eb of $cience6
author C ?obinson% ).E.
i. Click on the third (1lobal) icon to search online6
ii. &n the leftOhand colun% under 5:nline $earch7% click on the nae of the database (e.1.% Pub=ed or
0eb of $cience)
iii. &n the 5$earch box7% enter your "uery. =ake sure you are searchin1 the correct field (author%
keywords..) and use the sae search syntax as if you were searchin1 the nati4e interface (this can be
tricky for author searchesK)
i4. Eou(ll see your search results a!!ear in the ?eferences screen. 'he references are in the 5:nline
?eferences7 folder% a te!orary folder.
4. $elect the records that are of interest% and click on the 5Co!y to local 9ibrary7 button (the last button in
the 1ra!hic abo4e) to add the to the current library.
EndNote 0orksho!6 Pa1e ,
4i. Click on the first button to return to the inte1rated search ode. Eou will see a essa1e that
asks if you wish to discard the results of your online search> answer yes. Eour newly added
references will be in the folder 5Co!ied ?eferences7.
'i! F you can also run online searches in the inte1rated search ode% but in that case% all retrie4ed citations
will be added autoatically to your library.
Note6 &ncluded aon1 the databases you can search directly fro EndNote% when onOca!us6
Pub=ed% 0eb of $cience% 3iolo1ical Abstracts% @ CA3 Abstracts. Additionally EndNote includes connection files for
any library catalo1s includin1 the 9ibrary of Con1ress and the U of &llinoisOUrbana. 0e ha4e also custoi8ed the
necessary connection files for se4eral other databases (e.1.% Psyc&nfo% 9&$A) that you can download fro our
EndNote $u!!ort site> in soe cases% & can !ro4ide other Connection files to you F contact e at
floradorPillinois.edu. 3e sure to !ut connection files in your EndNote M Connections folder.
&!ortant6 &n order to use EndNote to search directly ost databases fro offOca!us you will need to be lo11ed
into ca!us 4ia the DPN or a 4irtual deskto!. 'o download the DPN client 1o to6
www.cites.illinois.edu#4!n#index.htl
:etour+ ;a6ing a Grou0< /earching within =ur EndNote i!rary
a. First% let(s create a 5)rou!7 where we(ll !ut articles for a !a!er we(re subittin1 to Nature6
?i1ht click on =y )rou!s> choose Create 1rou!> and 1i4e the 1rou! a nae% e.1.% Nature ,J++
b. Now let(s !ut soe articles in the Nature ,J++ 1rou!6
$elect (hi1hli1ht) one or ore articles in 5All ?eferences7. (To select several articles, hold the Control key
down while selectin.!
Tip: to "ind a #articular article within your $nd%ote library, use the &'uick (earch) bo* at the to# o" the
screen
Another Tip: Click on the "ield name +,uthor, -ournal, etc! at the to# o" a column to sort a library
al#habetically, thus rou#in similar records
c. :ne you ha4e selected the records of interest% ?i1htOclick # Add ?eferences to # Nature ,J++ (under =y
)rou!s)
d. 'he references actually stay in the 5All ?eferences7 1rou!> but you can ta1 the to be !arts of saller
1rou!s% such as our Nature ,J++ 1rou!. 'he sae article can be ta11ed to be !art of as any 1rou!s as
you like.
e. 'he 5Unfiled7 1rou! nae just eans these are the references that ha4en(t been added to a )rou!> you
don(t need to use )rou!s. 3ut if you do% in4esti1ate $art )rou!s% which is where you can set u! criteria so
whene4er you download a citation that atches your criteria% it will autoatically be added to a 1rou!K
,. /earch from within a data!ase9 and then im0ort the citations into EndNote
'his ethod allows for ore !recise% co!rehensi4e searchin1 than is soeties !ossible fro within EndNote
(=ethod +).
a, :irect E20ort > /earch the data!ase and then directly e20ort the desired articles to EndNote
Direct Ex!ort is a4ailable for 'hoson ?euter Databases (e.1.% 0eb of $cience% 3iolo1ical Abstracts% CA3
Abstracts% =edline)% $co!us% eiDilla1e% Ebsco% and se4eral other databases.

e.1.% 0eb of $cience6
i. )o to www.library.illinois.edu#biotech#% and click on 0eb of $cience.
ii. $earch for this article6 Prier effects of a brood !heroone on honeybee beha4ioural de4elo!ent by
9e Conte% E. et al% !ublished in ,JJ+ in P ?oy $oc 9ond 3 3io
Ti#. just search for the title of the article
iii. $elect the desired article # and click on the EndNote button%
i4. 'he citation should autoatically ex!ort into your EndNote library where it is in the All ?eferences folder
as well as the te!orary folder% &!orted ?eferences.
4. $te! by ste! instructions for i!ortin1 fro $co!us% eiDilla1e% and any other databases can be found
here6 www.library.illinois.edu#biotech#endnotesu!!ort.htlQti!s
EndNote 0orksho!6 Pa1e -
!, "ndirect E20ort > /earch the data!ase9 create a te2t file9 then im0ort the citations into EndNote
$oe databases don(t su!!ort direct ex!ort into EndNote. For these you(ll need to ex!ort the records fro
the database into a text file in a !articular forat (=edline> ?&$)% and then i!ort the citations fro the file
usin1 a builtOin EndNote filter for the source database. &f you ha4e the o!tion% 1i4e the text file a 5.ris7
extension% which ay allow it to be reco1ni8ed and o!ened by EndNote% just by clickin1 on the file.
Exa!les6 $ciFinder% Pub=ed% ProRuest#C$A databases% and soe other databases.
?ere@s an e2am0le for 3u!med+
i. )o to www.library.illinois.edu#biotech#% and click on Pub=ed.
ii. $earch for articles written by 9ewin LA (S9ewin LAS;Author<). $elect a few of the +/JT articles.
iii. Click on $end to # Cli!board. At this !oint you could continue addin1 references to the Pub=ed
Cli!board
i4. Click on Cli!board% then click $end to File # =edline. $a4e the file where you can find it.
4. )o back to EndNote6 File # &!ort #
4i. Choose file (locate the file you sa4ed fro Pub=ed)
4ii. =ake sure the &!ort :!tion is set to Pub=ed (N9=)
4iii. &!ort. DoilaK 'he record(s) ha4e been added to the EndNote library.
ix. 'i! 6 if you just need a !articular record fro Pub=ed% you i1ht want to search 4ia the builtOin Pub=ed
:nline $earch feature in EndNote% insteadK 3e sure to chan1e o4er to :nline $earch =ode.
&, Aou can also im0ort from Google /cholar9 !ut you won@t get a!stracts9 6eywords9 etc,
'i!6 if you use )oo1le $cholar% use the Ad4anced $earch o!tion% for better control
a. )o to )oo1le $cholar ()$)6 scholar.1oo1le.co
b. Click on )oo1le $cholar Preferences. Under 3iblio1ra!her =ana1er% choose 5$how links to i!ort citations
into EndNote7. $a4e Preferences. Now under each citation you(ll see a link to 5&!ort into EndNote7. Click
on the link to i!ort the citation directly into EndNote.
.. Entering citations into EndNote manually
Eou can also add references to EndNote anually% by just ty!in1 the author% title% journal% 4olue% !a1es% etc.%
anuallyK 'his is rather tedious and ust be done 5just so7% or the citation won(t ex!ort !ro!erly. &f you can% use
one of the i!ort ethods% insteadK
Editing #eferences
'he old ada1e is% )arba1e in F 1arba1e outK $o be sure to check the citations you(4e i!orted for accuracy. Eou
can locate the recently added records by sortin1 the 5?ecord Nuber7 colun.
'ext in EndNote records is i!orted as 5!lain text7% with no boldin1% italics% or underlinin1. 3e sure to correct s!ecial
forattin1 such as &talics% subscri!ts% ca!itali8ation% etc. in the titles of articles. Eou will need to 5correct7 these
anually (e.1.% to chan1e A!is ellifera ,#is melli"era> or L,J L,:!. 'here is no 51lobal re!lace7 for editin1
words. &t(s a 1ood idea to actually look at the title of the article in the PDF of the article% to ake sure the title has
been i!orted correctlyK
Do not adjust the fonts for the journal titles% as these will be adjusted as needed by the out!ut styles.
'o edit any of the fields in a record% just o!en the record (double click on the brief suary)% click on the field to be
edited (e.1.% title field)% and edit as needed. 3e sure to $ADE the edited record. :r% in EndNote *. and */% you can
click on the 5Ruick Edit7 tab located next to the 5$earch7 and 5Pre4iew7 tabs% and edit as usual.
Bul6 oad of :="s to EndNote #ecords
=any 1rantin1 a1encies re"uire D:&s (Di1ital :bject &dentifier) in cited references. :ur en1ineerin1 librarians ha4e
de4ised a way to search for and insert D:&s into any of your records. Eou just need to send the your EndNote
library. &nstructions6
www.library.illinois.edu#ex!ort#biotech#docs#EndNoteOD:&.!df
EndNote 0orksho!6 Pa1e .
#emoving :u0licate #ecords from an EndNote i!rary
'o reo4e du!licates fro an EndNote library6 ?eferences # Find Du!licates
A screen will !o! u! that lets you co!are the du!licates side by side so you can choose which record to
delete (&n */% the fields that differ are hi1hli1hted.)
&f you want to assOdedu!licate the library% byO!ass the co!arison window by clickin1 on Cancel. Eou(ll
now see the library with the du!licate records selected. Eou can just 5delete7 the selected du!licates without
exainin1 the% if you like. (:r% while holdin1 down the Control key% choose which du!licates to select.) 3e
careful not to reo4e records that you ha4e edited or to which you ha4e attached PDFsK
=!taining 8ull 1e2t (3:8s) of Brticles via EndNote
%, 3ulling 3:8s into EndNote from the 5e! using the C8ind 8ull 1e2tD o0tion for a citation,
a. Eou need to ha4e custoi8ed EndNote(s U?9s @ 9inks and Find Full 'ext (see !a1e +% abo4e)% which
are located under Edit # Preferences #
b. :!en an EndNote library
c. $elect an article (or se4eral)
d. ?i1ht Click # Find Full 'ext # Find Full 'ext. Eou will be challen1ed to authenticate the first tie.
e. &t ay take a inute or two% but e4entually a 5!a!ercli!7 icon will a!!ear next to the reference. :!en
the reference% scroll down to Attachents% and you will find the PDF.
Note6 the downloaded PDFs are stored in a .data#PDF# folder with your EndNote library.
E.1.% if you ha4e a library naed 0oese.enl% you will find that you also ha4e a folder labeled 0oese.data> in this
folder will be a subfolder 5PDF7 that contains all the downloaded full text PDFs.
$, Bdding 3:8s already located on your com0uter
a. Eou already ha4e the EndNote record in your library6
&n the File Attachents field of the EndNote record% ?i1ht click # File Attachents # Attach # ;na4i1ate to
locate the file< and :!en.
b. Eou don(t ha4e a record for the ite6
$tartin1 with EndNote *.% you can create EndNote records directly fro any !ublisherOcreated !dfs
that are on your co!uter. 'his only works for !dfs that ha4e the D:& within the docuent% which only
articles !ublished after ,JJJ are likely to ha4e.
i. File # &!ort # File. Choose the file on your co!uter> &!ort :!tion C PDF> Du!licate C &!ort All>
'ext 'ranslation C No translation. &!ort.
ii. $canned !dfs and other PDFs that lack D:&s will not i!ort with the biblio1ra!hic data. 3ut PDFs
created by any of the ajor !ublishers will work fine% !o!ulatin1 the author% title% date% !a1e etc.
fields in the record correctly.
iii. &f you ha4e a folderOfull of !dfs% you can !ull the files for the whole folder into EndNote> just choose
to i!ort a folder instead of just a file.
'i!6 :nce you ha4e attached the !dfs to a record% you can delete the ori1inal file as a co!y will now be in
the EndNote library(s .data#!df folder.
&, "f you don@t want to store 3:8s on your com0uter (or the Cfind full te2t o0tion didn@t wor6) !ut you need
to locate the full te2t for a reference in your EndNote li!rary+
a. $elect the reference of interest in EndNote and ?i1htOclick on it
b. Click on6 U?9 # :!enU?9 9ink ... 'his takes you to the U of &llinois 9ibrary 5Disco4er7 window% fro
which you can choose the online 4ersion of the article
c. Alternati4ely% you will note that the 5U?97 field in any records that you i!ort has a U?9 that will link
back to the record in the source database> once there% you ay find a link to the Full 'ext or the
Disco4er button. Eou can o!en links in EndNote records at least three ways6 by clickin1 on the link
within the full record> by clickin1 on the 5:!en 9ink7 icon in the EndNote toolbar> or by ri1htOclickin1 on
the record and selectin1 U?9 # :!en U?9.
%ote. O#en/R0 1 O#en /R022
%ote. if you are usin1 EndNote fro offOca!us% you will first be asked to authenticate that you are% in fact% a U of
&llinois affiliate by !ro4idin1 your Net&D and !assword. 0e recoend if you are usin1 EndNote fro offOca!us%
that you first establish a DPN en4ironent. $ee !a1e - for ore info about DPN.
EndNote 0orksho!6 Pa1e /
.. "f the 4niversity does not su!scri!e to the Eournal containing the article of interest9 reFuest a co0y of the
article via "nterli!rary oan, 'he easiest way to do this fro EndNote is to use the :!enU?9 (5Disco4er7)
technolo1y.
a. 0hile in the EndNote library% ri1htOclick on the record of interest.
b. Click on U?9 # :!enU?9 link (or% fro the to! enu6 ?eferences # U?9 # :!enU?9)
c. 'he U of & Disco4er web window will o!en.
d. &f we don(t ha4e electronic or !rint access to the article% under &99 (&nterlibrary 9oan)% choose the o!tion
to 5Place a re"uest for this ite usin1 your &99iad account7.
e. Pro4ide your U of & Net&D and !assword.
f. 'he &nterlibrary 9oan re"uest for will be !reOfilled in for you with the citation inforation fro EndNote>
click $ubit.
1. &n ost cases% a PDF of the article will be sent to you 4ia an eail link within a week or so.
Cite While You Write + *reating your 8ormatted 5ord documentG
0hen you install EndNote% an EndNote 'oolbar will be installed in your =$ 0ord !ro1ra. EndNote calls this o!tion
Cite 3hile 4ou 3rite. 0ith this you can add citations to your 0ord docuent as you write your anuscri!t. Usin1
$tyles% EndNote will forat the citations within the docuent as well as create the biblio1ra!hy of cited references at
the end of the anuscri!t.
'he instructions for workin1 with EndNote are siilar re1ardless of which 4ersion of 0ord you are usin1.
Lere(s a sna!shot of what the toolbar looks like in 0ord ,J+J6
+. La4e the EndNote library o!en that contains the citations of interest. Eou i1ht want to create a )rou!
that has all the citations you need so it(s easier to locate the re"uired references.
,. &n 0ord%
a. :!en the 0ord docuent you are workin1 on or start a new 0ord docuent.
b. :!en the EndNote toolbar by clickin1 on the EndNote tab in 0ord.
c. $elect the style you wish to use fro the dro!down list.
d. Place the cursor where you need to insert a citation.
e. Click 5)o to EndNote7 on the EndNote toolbar.
%ote. &f the dro!down list doesn(t show the journal style you need% choose 5$elect another style7. A list of the
a4ailable out!ut styles will !o! u!> choose the style you need. E4entually you(ll want to select this style in the $tyle
=ana1er% so it a!!ears on your list of fa4orite styles6 Edit # :ut!ut styles # :!en style =ana1er.
EndNote has o4er /JJJ styles a4ailable% but the usual EndNote installation often doesn(t include all of the. &f
you(re not findin1 the style you need% download it fro the EndNote $tyles site%
www.endnote.co#su!!ort#enstyles.as!.
-. &n EndNote%
a. $elect the citation(s) you wish to insert.
b. Click on 5&nsert Citation7. Eou(ll be taken back to 0ord% where you can resue your work.
.. &n 0ord% you will notice that your citations and reference list are autoatically foratted in whiche4er style
you chose. &f they aren(t% on the EndNote 'oolbar just click on 5U!date Citations and 3iblio1ra!hy7
/. Eou can easily reforat the !a!er in a different journal forat6
&n the 0ord EndNote toolbar choose the journal style desired fro the $tyle dro!down box.
EndNote 0orksho!6 Pa1e H
/haring :ocuments
+. $hare a 0ord docuent as is6
0ord docuents created with EndNote ha4e ebedded in the all the inforation a reader who does not
ha4e EndNote will need in order to read the foratted docuent. 'his is because EndNote akes a
5'ra4elin1 9ibrary7% autoatically% that is !art of the Docuent. :r% you i1ht want to share the docuent
with the hidden codes reo4ed F see 5(ubmittin the 5inal 6anuscri#t7% below.
,. $hare a 0ord docuent and be able to edit the references.
a. 3oth users will need to ha4e EndNote.
b. 'o aintain inte1rity% you (A) should send the whole su!!ortin1 EndNote library alon1 with the
0ord docuent. 'o do this% you will want to co!ress the library6
i. File # Co!ressed 9ibrary # Create (or Create @ Eail)
ii. Choose to $end with or without attachents (the !dfs% fi1ures% etc.)
iii. Choose to $end All the ?eferences in the 9ibrary
i4. Click on Next
4. $a4e the .enlx file with your other EndNote libraries
4i. $end the .enlx file alon1 with the 0ord docuent to your collea1ue.
c. 0ithin EndNote% the reci!ient (3) should o!en the .enlx file. 'hey should6
i. =o4e or co!y the .enlx file to their EndNote 9ibrary folder
ii. :!en the .enlx library just as they would any other library6
+. File # :!en #
,. 'hey can then add records to the library (and docuent).
-. 0hen finished editin1% 3 will need to co!ress the library and send it back to A.
d. &t is 4ery i!ortant to aintain the record nubers in libraries. &f 3 has added soe records to the
library% it is i!ortant that A add these records to their library in the sae order (or just acce!t the
whole library sent by 3% re!lacin1 their ori1inal library). :ne way to do just add the new records6
i. Edit the Dis!lay fields so you can see the ?ecord Nuber Field and sort by ?ecord
nuber6
+. Edit # Preferences # Dis!lay Fields # For Colun U% define it to show ?ecord
Nuber # :2
,. 3ack in the 9ibrary% click on the to! of the ?ecord Nuber Colun to sort.
-. Dra1 the new citations o4er to A(s ori1inal library.
/u!mitting the 8inal ;anuscri0t
Eou ay need to reo4e the hidden 3rite while you Cite field codes when you subit the !a!er to a !ublisher% or
when you just want to share the final !a!er with a collea1ue. Please refer to the User(s )uide for ore co!lete
instruction% but basically6
Fro your sa4ed 0ord docuent6
0ord ,JJ-6 EndNote - toolbar # ?eo4e Field Codes #
0ord ,JJV @ ,J+J6 3iblio1ra!hy tab # Con4ert Citations and 3iblio1ra!hy # Con4ert to Plain 'ext
A new docuent will be created without the hidden field codes. 'he ori1inal docuent with the hidden codes will
reain% unchan1ed. $a4e the new% !lain text docuent% 1i4in1 it a different nae than the ori1inal. Eou will want to
kee! both 4ersions of the docuent% in case further re4isions are needed.
EndNote 0orksho!6 Pa1e V
EndNote 5e!
EndNote 0eb is a fullOfeatured biblio1ra!hic ana1er F not as robust as the deskto! 4ersion% but fully ca!able of
sa4in1 u! to ,/%JJJ references and% with its own Cite while you 3rite% hel! forat your !a!ers. $oe !eo!le start by
usin1 EndNote 0eb% and then 1raduate u! to the deskto! 4ersion of EndNote.
EndNote 0eb is usually accessed fro within the 0eb of 2nowled1e search interface. 3ut it can also be accessed
directly fro www.yendnoteweb.co% usin1 your 0o2 lo1in and !assword. Eou ust be on ca!us the first tie
you re1ister.
0orkin1 fro within EndNote% you can transfer citations to and fro EndNote 0eb (EN0). 'he deskto! and web
4ersions do not autoatically synchroni8e with each other. ?ather% use EndNote 0eb as a te!orary de!ot when
you wish to ca!ture citations fro a co!uter that does not ha4e EndNote% or if you wish to share a library with
others. ?efer to EndNote 0eb(s hel! site for further assistance%
www.yendnoteweb.co#hel!#enWus#EN0#hWtoc.ht
EndNote 0eb 'oolbar.
E4en if you do not use EndNote 0eb% you i1ht want to download the EndNote 0eb toolbar for Firefox or &E. &t
includes a function that lets you 5ca!ture7 indi4idual citations fro 4arious web sources such as Aa8on% Pub=ed%
Eou'ube% and ore.
'o install the EN0 toolbar on to the Firefox browser6
Fro within EndNote 0eb% click on :!tions 'ab #
Download &nstallers.
Click on the link to 0indows#=ac&ntosh.
Allow the download to occur.
After restartin1 Firefox% you(ll see the EndNote
0eb toolbar.
Eou will ha4e the o!tion of addin1 the citation to
EndNote or to EndNote 0eb.
'o install the EN0 toolbar on &nternet Ex!lorer% which
also installs a 3rite while you 3rite !lu1in6
La4e all other !ro1ras closed% exce!t &E
9o1in to EndNote 0eb
Click on :!tions 'ab # Download &nstallers.
?e4iew or Print out the 5instructions7 F you(ll need
theK
Click on the a!!ro!riate link for 0indows or
=ac&ntosh. And follow the instructions.
43:B1E+ Enhancements in EndNote version X5
+. 1ransfer references and attachments !etween EndNote (des6to0) and EndNote 5e!,
0ith */% one can o4e any attachents that are included in the records of either EndNote or EndNote 0eb.
9iit6 &n EndNote 0eb% ,/%JJJ references w# attachents> + )= axiu s!ace.
,. Hiew and annotate 3:8 files from within EndNote X5, < Coolest new feature! >
For records to which !dfs ha4e been attached% click on the 5PDF and Ruick Edit7 tab. Adjust the si8e of the
window% and annotate at will. 'he chan1es will be sa4ed in the 4ersion of the PDF that EndNote sa4es in
the .data folder. .
-. 40date incom0lete records,
$elect a record to u!date> click on ?eferences # find ?eference u!dates. Pub=ed will be searched for a
atchin1 record. 'he ori1inal reference (5=y ?eference7) and the u!dated reference will be !resented sideO
byOside% so you can 5U!date all fields7 or 5U!date e!ty fields7. :r% you can co!y and !aste indi4idual
fields. 'his could be useful to easily u!date D:& or PC=&D nubers. :r to fill out records retrie4ed fro
)oo1le $cholar.
RuestionsB Contact 2atie Newan% floradorPillinois.edu% ,+VO,H/O/-UH
'his flyer is a4ailable on the web at6
www.library.illinois.edu#ex!ort#biotech#docs#EndNote)uide.doc
U!dated6 ,#,#,J+, 2N
EndNote 0orksho!6 Pa1e U