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What is an EndNote Library?
An EndNote library is a collection of references, each containing the information required to create a bibliography. The references may also include supplemental information such as keywords, abstracts, notes, and URLs. Rather than creating a new library for each project, we recommend that you create one larger library. With one larger library you can use the Label, Keyword or Notes fields, together with the searching and sorting capabilities of EndNote, to help you organize and categorize your references.

Back to FAQ list | Back to EndNote Help Page

How do I get started on EndNote?

  1. Start a new library
    1. Launch EndNote
    2. From the File Menu, select 'New'
    3. From the New Reference Library menu box, browse to the folder where you want to save the library
    4. Enter an appropriate file name
    5. Click 'Save' and your new library opens with no references
       
  2. Create a new reference
    1. From the References Menu, select 'New Reference'
    2. In the New Reference window, select the appropriate Reference Type from the drop down menu.
      Note: There are over 40 Reference types available. As an advanced option, custom reference types can be created
    3. Notice that the New Reference template changes according to the Reference Type selected.
    4. Fill in the template. Use the Tab key to move between fields.
       
  3. Formatting
    1. Author names: Enter either "last name, first name" (eg., Shakespeare, William)
    2. Multiple authors: Put each author on a separate line
    3. Multiple keywords: Separate with semicolon(;), backslash(\) or returns
    4. Volume: Use the number only, without an abbreviation (eg., For volume 6, enter 6, NOT vol. 6)
    5. When finished, close the reference by using ctrl-W, the X close button, or File>Close Reference.
    6. Your new reference will appear in the list of references.

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How do I use EndNote with Library databases?

Different databases work differently with EndNote. Some allow direct export to EndNote (such as Web of Science, and Ebsco Databases), while others may require additional steps (for example the databases from Cambridge Scientific Abstracts including LLBA, Sociological Abstracts, Index Islamicus and PAIS International and OCLC World CAT). The following are instructions for these using the Internet Explorer browser.

 

Web of Science (Social Sciences Citation Index, Science Citation Index, Arts and Humanities Citation Index)

  1. Open Web of Science from http://www.lib.utexas.edu/indexes/titles.html?id=370 and perform a search
  2. Select results by clicking the checkboxes to the left of each result
  3. Click +found just above and below the results (Be sure to submit marks before leaving each page of results)
  4. From the main tool bar at the top, select 'Marked List'
  5. On the Marked List page in Step 2 select the fields to include
  6. In Step 3 choose 'Save to: EndNote'
  7. EndNote is launched automatically if it is not already open
  8. A new dialog box launches called Select a Reference Library. From it select the EndNote library where you want to add these references and click 'Open'
  9. The Library will open with the new references showing and an audit at the bottom of the window indicating "showing n out of x references"
  10. To finish, go to References Menu and select 'Show All References'. This incorporates the new references with ones which were already in the library.

 

EbscoHost Research Databases (including, Academic Search Completee, ERIC, Gender Studies Database, PsycInfo)

  1. Select an EBSCO database and perform your search
  2. Select results by clicking on the folder icon next to each result. They will then be added to your folder of results
  3. Click on the link to the right and above the search results "Folder View in Folder has items" or on the "Folder" link at the top right of the screen
  4. On the Folder Contents screen, select 'Export'
  5. On the Export Manager screen, mark the Direct Export in RIS option
  6. Click the 'Save' button
  7. If your EndNote Library was already open, the citations are now added to your selected Endnote Library
  8. To finish, go to References Menu and select 'Show All References'. This incorporates the new references with ones which were already in the library
  9. Some imports may not be 100% accurate. Review the records and make any minor manual fixes

 

Cambridge Scientific Abstracts Databases (including, Francis, Index Islamicus, Linguistics and Language Behavior Abstracts, PAIS International, Social Services Abstracts, Sociological Abstracts)

  1. Select a CSA database, such as LLBA, and perform your search
  2. Select results by clicking in the box to the left of each result
  3. Under Export/Save in the Selected items bar, choose the EndNote, Reference Manager or Procite option
  4. In the Export/Save box, choose 'Continue'
  5. A dialog box appears asking "Do you want to open or save this file?" Choose 'Open'
  6. If your EndNote library was already open, you should be returned to EndNote with the exported references showing
  7. To finish, go to References Menu and select 'Show All References'. This incorporates the new references with ones which were already in the library
  8. Some imports may not be 100% accurate. Review the records and make any minor manual fixes

 

OCLC WorldCAT (useful for importing citations to books found in the UT Library Catalog, which does not interface with Endnote, as well as any other materials selected)

  1. Choose OCLCWorldCAT and perform your search
  2. Select results by clicking in the box to the left of each result. Click the 'Marked Records' button
  3. Click the 'Export' button
  4. Export to Endnote radio button should be clicked. Click the 'Export' button
  5. A dialog box appears asking "Do you want to open or save this file?" Click 'Open'
  6. A dialog box appears prompting you to select an Endnote Library. Click the desired Endnote Library then click 'Open'
  7. A Choose Import Filter dialog box appears. Scroll toward the end of the options listed and find WorldCat (OCLC). Click it and then 'Choose'
  8. The marked records are imported into your selected Endnote Library
  9. To finish, go to References Menu and select 'Show All References'. This incorporates the new references with ones which were already in the library.
  10. Some imports may not be 100% accurate. Review the records and make any minor manual fixes

Back to FAQ list | Back to EndNote Help Page

How do I use EndNote with GoogleScholar?

  1. On the GoogleScholar search page, open the Settings in the upper right hand corner
  2. In the Bibliography manager area, choose “Show links to import citations into” and select Endnote from the drop down menu
  3. Click the 'Save' button before leaving the settings
  4. When you search GoogleScholar, you will see “Import into EndNote” as an option under each citation.

 

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How do I use EndNote with Microsoft Word to create a bibliography?

  1. Open Word to a new, blank document
  2. In the Tools Ribbon, notice the additional EndNote tools. EndNote works as an add-in to Word. Note: If the EndNote toolbar is not showing, look under the View menu, select Toolbars, then select 'EndNote'
  3. On the EndNote tab, select the desired bibliography style using the Style drop down selection. Use 'Select Another Style' if the desired style is not listed
  4. Start typing a new document
  5. At the location where you need your first reference, click the EndNote icon in the EndNote toolbar to return to EndNote and find your citation. Note: You may also search for your citation in EndNote by using the Find Citation button - the magnifying glass - on the EndNote toolbar.
  6. In your EndNote library, single click on the appropriate reference to highlight it, then click the 'Insert Citation' button .
  7. You are returned to Word with the reference inserted in your text and the bibliography beginning to form below your text.

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Can I use Online Search (Connection files)?
Here at UT, you can use come of the EndNote Connection files for our subscription databases. If asked for a username/password, press OK. If this is not accepted, connect directly to the database and export your results. When working off campus, you will need to use the exporting feature of the database to add the references to your EndNote library. Instructions are available above under "How do I Use EndNote with Library databases?"

You may use the EndNote Connection files with publicly available databases on the Web, such as PubMed. You can determine which databases are publicly available by looking for the world icon [globe] on the database page.

To use the connection file for the Library Catalog, see Can I connect to the Library Catalog with EndNote?

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What are the EndNote filters?
When using databases that do not have an export function, you will use the Import command to import text files of references into an EndNote library. Importing requires that you use filters. Filters exist which correspond to various databases and the vendors that provide them. For instructions on how to import from a database using a filter, see the Academic Search Complete example under "How do I Use EndNote with Library databases?".

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Can I connect to the Library Catalog with EndNote?

Connection Files work with the EndNote Online Search feature to allow you to search a database, such as the UT Library Catalog, from within Endnote.
 
If this is the first time you have  added a new connection file:
1) Download the connection (.enz) file from the EndNote website http://endnote.com/support/enconnections.asp.  The UT file is listed as University of Texas-Austin.  If you sort the Connection files by Information Provider, it is near the end of the list.  The file is named U Texas-Austin.enz
2) Double-click on the file and  open it with EndNote by clicking Open.
3) Go to “File -> Save As”.
4) Remove the word “Copy” if it is appended to the name.
5) Click the Save button.
 
This will create a copy of the connection file to the EndNote Connections folder.  By default the Connections folder is located in:
 
Windows 7/Vista      
C:\Users\username\Documents\EndNote\Connections
 
Windows XP     
C:\Documents and Settings\username\My Documents\EndNote\Connections
 
If you have added a connection file before:
1) Download the connection (.enz) file from the EndNote website.
2) Move the file to the Connections folder (mentioned above).

Once you save or move the connection file to the Connections folders, you can begin using it with EndNote.  Records imported to your EndNote Library from the UT Library Catalog may require some cleanup to produce the best results.

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Can I use EndNote with the UT thesis/dissertation template?
You can use EndNote within any Word document. To learn more about the dissertation template, contact ITS Training.

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What are the settings for enabling the EndNote Find Fulltext feature?
Two settings are required in the EndNote Preferences.
For the Open URL Path:  http://te7fv6dm8k.search.serialssolutions.com – for EndNote to identify electronic resources for which we have a subscription.
For the Authentication URL:  http://ezproxy.lib.utexas.edu/login?url – to use your UT EID to authenticate you to access resources.

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How can I use EndNote with *free* resources such as PubMED using the library's new EZProxy?
* Use the standard Connection File to connect to PubMED and complete your search
* Click on Copy All References To (or Copy Selected References To) and select the EndNote library
* You will see the new references added to the library (all the new references are selected)
* Go immediately to the References menu and pick Show Selected References
* With just the Selected References showing (the new group just loaded from PubMED), go to References menu and select Change and Move Fields
* In Change and Move Fields, do the following:
    a. select URL
    b. select Insert before field's text
    c. uncheck "include a space after the new text"
    d. insert the new text: http://ezproxy.lib.utexas.edu/login?url=
This will add the EZProxy prefix to the PubMED URL so that anytime you use the URL from EndNote, you will go in to PubMED with the proxy in place and you will be able to link through to UT's full-text holdings.

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Does downloading references from databases work with Macintosh?
Yes, EndNote for Macintosh has the same capabilities to work with our databases. It will work most reliably and smoothly if you use Firefox as your browser. The first time you export references from a database you will need to setup EndNote as the application to open the downloaded references.

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