EndNote 5 Help

Why use bibliographic software?

• Stores and manages citations with sorting, searching and indexing capabilities
• It knows the style types so you don’t have to
• Versatile: can change entire output style with one command
• Saves typing!!!!

EndNote @ UW

• No UW site license; may be purchased on departmental basis and versions may vary
• Academic pricing is available with UW ID through University Bookstore or Endnote
• Available for HSL Microlab use (limited to UW Health Sciences students, staff and faculty only)
  Note: version 7 coming

Working with EndNote Libraries

• Sorting - references can be sorted by author, title, year, etc.
• Searching - you can search within a library to find only those references that meet a specific criteria
• Indexing - you can assign your own keywords to a record to keep track of all citations to be used in a specific project or paper
• Compatibility - EndNote 5 can work with libraries from any previous EndNote version. In addition, EndNote libraries created on a Mac may be used on a PC and vice versa. It is generally recommended that you unformat your document first and always save a back-up copy before switching to a different word processor or platform.

Entering Data

• Manual Entry with Templates
  EndNote comes with various templates for different reference types, such as Journal Articles, Books, Electronic Resources, etc. You generally do not need to enter special formatting such as italics or quotes around titles. EndNote will automatically format titles and abbreviations for you when it comes time to actually insert the citation into a paper, according to whatever bibliographic style (APA, MLA, Vancouver, etc) you select.

• Using Import Filters
  Another option is to download references from a bibliographic database, such as PubMed, as a text file and then import them into EndNote using a filter designed to translate that database's records into an EndNote library record. EndNote comes with over 260 filters for different databases and updates can be downloaded from their website. (See the Central Queensland University Library website for an import filter for the Association of Computing Machinery (ACM) Digital Library.)
  
  
• See our online tutorial for detailed instructions on downloading and importing records from PubMed.

Using Connection Files

A third option is to connect to a database like PubMed directly through EndNote using connection files. Over 280 are included with the program and, as with filters, new files and updates may be downloaded from EndNote's website.

The advantage of doing this is that once you find the citations you want, they may be directly imported into EndNote without first saving as a text file and then using an import filter. However, EndNote's search interface may seem limited when compared to some of the more advanced features of PubMed. You may find that it is easier to do broader searches using PubMed (and the import function) and use connection files when you just need to locate an known article.

Using EndNote to Write Papers

• Word Add-ins
  When EndNote 5 is installed on a computer that already has Word (ver. 7, 97, or 2000) installed, it will automatically set up EndNote Add-ins. These are EndNote commands that are accessible from the Tools menu in Word. In addition, an EndNote 5 toolbar should also appear in your word processing program.
  
• Inserting Citations
  With a few clicks of the mouse, you can automatically insert formatted citations into a Word document. At the same time, EndNote 5 will also start building the end-of-paper bibliography as well, arranging it in whatever order called for by the style that you have chosen (such as APA, MLA, etc).
  
• Reformatting with EndNote
  Are you re-submitting the document to a journal that requires a different citation style? No problem, if EndNote has that style (and it comes with almost 700 of them), you can reformat the entire document in the new format with just a few more clicks of the mouse!