Introduction to EndNote

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Introduction to EndNote

• Dorice L. Vieira
• Ehrman Medical Library
• searchwk_at_library.med.nyu.edu
• 263-8483
• 2006

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Goals of this Course

• Using a hands-on approach, to provide you with
  basic skills for understanding and managing
  bibliographic reference
• Exporting/Importing References
• Searching PubMed (a bibliographic database)
• Sorting references
• Searching the EndNote Library
• Managing Duplicate References
• To provide you with skills for inserting
  references into your Word Document
• Formatting your manuscript using a variety of
  journal styles

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What is a database?

• An organized collection of records
• Fields
• Records
• Database or File
• Can be searched and sorted
• Can be programmer specific vs. enduser specific

This is a Microsoft Access db
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A bibliographic database?

• Provides access, in the form of bibliographic
  citations, to scholarly and popular literature
• Ehman Medical Library databases
• Ovid MEDLINE, Embase, PsycInfo and CINAHL, etc.
• Web of Knowledge (Science Citation Index, etc.)
• And many, many more

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EndNote Library (Database)

• Fields author, year, title, journal, volume,
  issue, pages, etc.
• important field url field keeps tracks of
  full-text urls/pdf files
• Fields can be tailored
• Records (reference types) journal, magazine,
  newspapers, book, book sections, conference
  proceedings, etc.
• Library the file or database of complete records

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A Few Things to Think About

• Term Lists
• Do you want to manage journal titles and
  abbreviations? It will take additional time to
  manage, but may save considerable time in the
  long run!

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More to think about!

• How are you going to retrieve the references that
  you want to cite once you begin using EndNote? (I
  use the label field)
• How many separate databases will you need?
• Where do you want to save your libraries,
  full-text, etc.
• Do you want to weed citations? If so, how?
  Beware of mismatches!

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Tasks for today . . .

• Set up an EndNote Library
• Search the literature
• PubMed
• Ovid MEDLINE
• Draft paper Alternative Medicine Meets EBM
• Insert references into Word document
• Change journal output style

Wow!
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Starting a New Library

• Name the database using a logical name
• Alternative and EBM DV.enl
• Please use your initials
• Alternative and EBM cites.txt
• When saving text files, do not confuse your
  search file names with your database name
• Use direct export features when possible
• EndNote will display the name in the upper left
  corner of the title bar. .enl is the extension
  that follows the library name--never change
  .enl!
• DO NOT use special characters!!! . , /

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Starting a New Library cont.
Click on Ok
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Name the Library
Do not use special characters or the period .
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Your Empty Library
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Searching PubMed
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Take the 1st 50 from the results page
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Selecting Results
Copy all references to your library, OR hold the
ctrl key and select the individual references you
want to copy.
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Results Review

• Citation Record
• Sorting (simple)
• Foreign language records
• Link to citation via PubMed
• NYU Health Sciences Library logo
• Journal Abbreviations
• PubMed places abbreviated titles in the
  recordmajor implications for term lists! Do you
  want to turn this off?
• Any questions?

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MEDLINE (next 3 screens)

• Search alternative medicine and evidence based
  medicine (do not type quotation marks)
• Limit to Humans, English and Review Articles
• Click on Search button to execute strategy

Scroll to the bottom of the screen to the
citation manager
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Results Manager

• Type 1-50 in the and/or Range box
• Select the appropriate fields that you would like
  to have inserted into your library
• Select Direct Export
• If you have to save and import the file, choose
  Reprint/Medlars
• Click on Save

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Direct Export

• Click in the export results to Endnote . . .
  circle.
• Click on Continue.
• Choose your database when the window pops up.

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Results Review

• Citation
• Journal Titles
• Ovid places the full title in the record
• Compare PubMed vs. Ovid Recordsthis relates to
  the Term Lists feature
• Remove duplicates
• Link to full-textmust be added manually
• Any questions?

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Importing/Exporting

• Exporting allows you to send the citations from
  the bibliographic database directly to the
  EndNote Library
• Available in Ovid databases, Web of Science, and
  other databases
• Importing allows you to capture the citations as
  a text file from the bibliographic database
  (PubMed) and transfer them using a FILTER into
  your EndNote Library (database)
• When searching PubMed directly, you must save the
  file in the MEDLINE format, then import using the
  PubMed filter.

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Filters What are they?

• Filters translate from the bibliographic database
  to the EndNote Library
• MEDLINE via Ovid requires the Ovid
  (Reprint/Medlars) filter
• Web of Science requires the ISI Web of Science
  filter
• You must know the name of the database vendor to
  find the appropriate filter!
• Full-text databases import the bibliographic
  citationnot the full-text!

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Importing Window Sample

• Click on Choose File and retrieve your ???.txt
  file
• Click on Import Option to select the
  appropriate filter
• PubMed (NLM), Ovid(Medline) or appropriate filter
• Remove duplicates if necessary

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Reprint Medlars the Ovid Medline filter
(translator)Any questions?
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Linking to Fulltext

• Save the full-text url in the url field and
  launch the record from the Edit menu.
• This will not work with some databases.
• OR
• Save the full-text as a PDF file. Go to
  References on the main menu and Link to the
  PDF file. Click on the Open Link icon.

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Entering Citations Manually
Look at a record in the EndNote Library to see
how records should be entered. (See next screen)
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Sample
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Linking References to a Word Document

• How do you typically write your papers?
• Easy method highlight the reference when in
  EndNote and click on the insert citation icon
• Nice Option Cite while you Write
• Built-in search feature found on the tool bar in
  the Word document
• Search the database for specific articles for
  paper
• Use notes, label or other fields to help you
  manage and search your library

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Practice

• Search the Ovid MEDLINE, Web of Science or PubMed
  database
• Topic innocent AND heart murmurs from 1995 to
  present, English
• Sorting the EndNote Library
• Sort by year
• Sort by author, year in reverse chronological
  order
• Link to Word Manuscript

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Questions Answers
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Getting Access

• School of Medicine IT Server
• http//saturn.med.nyu.edu/SoM/
• Load the keyserver client first
• Download EndNote
• NYU Medical Bookstore
• Student Discounts are offered
• Faculty Discounts are offered
• Prices and discounts are subject to change

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Need Assistance?

• Telephone [phone]
• Search Services Helpline
• E-mail searchwk_at_library.med.nyu.edu
• Public Services Department
• Website http//library.med.nyu.edu
• Ask A Librarian