EndNote is a great way to store PDFs.
Use groups to organize references by topic.
Adding references to EndNote
Direct export => From a database (PsycINFO, Web of Science, etc.)
Two-step => From a database (PubMed and SciFinder) in two steps
From EndNote => Search PubMed and the AU Library catalog from EndNote
Via PDFs => Drag & drop a PDF onto EndNote to create an EndNote record
Change case – For article titles
Duplicates – Avoiding (and removing)
Formatting references in Word
Formatting the layout of references in Word
Full-text – Finding and downloading
Groups – Organizing references into folders
Output styles – Finding
Output styles – How to edit
PDFs – Storing in EndNote
PDFs – Viewing and quick editing
Reference list – Creating a list to review
Reference list with abstracts
Searching an EndNote library
Writing papers in Word -- And some tips worth checking out
If there are words in article titles that must be capitalized a certain way, then Preferences can help.
Edit --> Preferences --> Change Case --> Add the term whose case should not change (e.g., geographical names, gene names, acronyms, and irregularly capitalized words such as EndNote).
It is best to not have duplicates of a reference in an EndNote library. This can become problematic, especially if different versions of the same reference are cited in a Word document. To avoid this, edit the preferences.
Edit --> Preferences --> Duplicates --> Check the box for Automatically discard duplicates
It is best to avoid adding duplicates in the first place (see above), but if you already have …
From the References menu, select Find Duplicates. This allows you to find and remove duplicate records.
Although Word allows one to make changes in the citations within the "gray text" of the cited references section, do not do this! If you ever reformat the "changed" Word document, any changes made within "gray text" will be undone when Word looks back at the EndNote library for details about the citation. Instead, make the changes to the citation in the citation record in the EndNote library.
For author-date styles, edit in the citation in Word
If you are using an Output Style that uses parenthetical author / year in the text of the Word document (Smith, 2000), you can edit a specific citation to make changes such as adding page numbers or suppressing the author or year. Place your cursor on the reference in the text. On the EndNote ribbon, click on Edit & Manage Citation(s) and edit the citation as is needed. This will only change how that particular citation looks -- no other citations are affected. If a page number(s) needs to be included, try the Pages box. If that does not work, then use the Add suffix box to insert page numbers.
Two years of access to EndNote Web comes with a purchase of EndNote. EndNote Web is a cloud computing version of EndNote. It can be a convenient place to keep your EndNote libraries as you move between different computers. You can move references from EndNote into EndNote Web and vice versa. Almost everything that can be done with EndNote can also be done with Endnote Web. However, most things are done slightly differently in EndNote Web than in EndNote. Learn how to use EndNote first. Then learn how to do the same thing in EndNote Web. There are good tutorials in EndNote Web. If you decide to rely on EndNote Web, it is recommended that you upgrade every time a new version of EndNote is released. This should keep your access to EndNote Web active.
Auburn University students, staff, and faculty have free access to EndNote Basic. This is not the same as EndNote Web. One difference is that the free version EndNote Basic limits the number of references to 10,000. A more significant difference is that EndNote Basic does not allow PDFs to be attached to the records.
EndNote can format a paper in over 5,000 citation styles. Simply choose the desired style format or specific journal (e.g., MLA, APA, Int. J. Cancer, etc.). EndNote calls these "output styles". The same Word document can be quickly and easily formatted in different output styles.
You may not like how EndNote references are formatted by Microsoft Word. To change the font, font size, or the line spacing in the Reference section, click on Edit & Manage Citations (on the EndNote ribbon in Word).
--> Edit Citation --> Tools (lower left of the box) --> Configure Bibliography --> Layout tab
Select references --> Click on the Find Full Text icon (top of page)
Select references --> Choose Find Full Text from the References pull-down menu --> Find Full Text ...
EndNote X8 can find and download PDFs into EndNote. This works for many, but not all, PDFs to which Auburn University has access. When it works, it is probably the best way to add PDFs to EndNote records. The reasons why Find Full Text may fail are:
To start a new EndNote library ...
Open EndNote --> File --> New --> Name the new library (aka file) and Save it to a convenient location.
This creates a file and a folder with the same name. Both are important. The folder contains all of the PDFs that have been stored in an EndNote library and a few more details about the file. The file contains all the information about the references. To back up an EndNote library make sure to back up both the file and the folder.
Important: If you might publish in journals that use journal title abbreviations, then create a Journal Term List now!
Groups are simply folders in an EndNote library into which references may be placed. The same reference can be placed into more than one group. Group Sets are folders that can contain other folders, which offers more ways to organize references. Smart Groups automatically add references to the "Smart" group, but only if they match search criteria -- both from references currently in EndNote and from those added later.
What is an import filter?
An import filter is like a traffic cop. It directs parts of a reference (e.g., journal name, volume, pages) from a database into the correct place in an EndNote record. If EndNote is not importing references correctly from a database, you may need to download a newer version of the import filter. To make it easy to find the right import filter for databases used at Auburn University, go to Filters for AU. Save the import filter to c:\program files\EndNote\filters.
Two common import filter problems
There is probably a newer import filter that will work better. This can happen through no fault of EndNote. If the database (e.g. MEDLINE, Agricola) or the vendor (e.g., Ebsco, Ovid, NLM) changes how information is organized in their records, then EndNote import filter needs updating. The solution for both problems is the same: Go to EndNote and get the latest import filter for the database and vendor.
How to get the latest import filter
Auburn University students, faculty, and staff can download the newest import filters via the Filters for AU tab in the EndNote guide http://libguides.auburn.edu/endnote. This tab has links to the most recent import filters for the databases to which Auburn University subscribes.
If the database you need is not listed on the Filters for AU tab, then first determine who the vendor for the database is. You will need to find and download the import filter for the database AND the correct vendor. The major vendors for Auburn University databases are Ebsco, OVID, and ProQuest. Go to the EndNote homepage. Under Downloads, select Filters. Find the import filter for the database AND vendor combination that you need and download the file. Save the file to c:/program files/EndNote/filters.
There are four ways to get PDFs into EndNote.
• Right click on an EndNote reference --> File Attachments --> Attach file … --> Browse to the desired PDF and click Open
• See Full text – Finding and downloading
• See Adding references to EndNote – Via a “PDF folder”
• Drag a PDF onto an EndNote record.
A paperclip will appear in the far left column in EndNote if a file if attached to the record. Most of the time, the file is a PDF of the paper. This makes it easy to tell at a glance in EndNote whether you have already downloaded a copy of the PDF.
IMPORTANT: EndNote creates a copy of the PDF and stores in a file that has the same name as your EndNote library. EndNote inserts a link to the PDF in the record which links to this saved file. If you make a copy of the EndNote library, then you should also make a copy of the folder that bears the same name. Both files are necessary for EndNote to function properly.
Note: For a quick printout from EndNote, follow steps 1-4 above, then click File in EndNote and select Print.
This is a nice format in which to summarize and review your references. EndNote comes with a generic output style called "Annotated" which can be chosen as described in Step 1 above in Reference lists. However, any Output Style can be edited to display the abstract.
To edit an output style to include the abstract:
Edit --> Select Output Styles --> Edit "Your chosen output style" --> In the left column, choose Layout under Bibliography --> In the "End each reference with" box use the "Insert Fields" button to insert an End of paragraph, a second End of Paragraph, an Abstract, and a final End of Paragraph.
Then save the changes. It is that easy to edit an Output Style.
Use the Quick Search to do a keyword search in your EndNote Library (screen top). This feature makes an EndNote library your own personal searchable database.
If you want to search specific fields (e.g., author, year, etc.), use the Search Panel (screen top). If it is not displaying, click on Show Search Panel (top right).
Insert citations in a Word 2010 document
Another way to insert citations in a Word 2010 document
Tips for getting references to look right in Word
How to handle superscripts, subscripts, italics and more in EndNote references
Special characters, accents, and diacritical marks – An easy and a less easy way
Why doesn’t the formatting in my EndNote references match the rest of the Word document?
Word --> EndNote ribbon --> Bibliography --> Click on the little arrow (bottom right)
How to handle superscripts, subscripts, and italics in EndNote references