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The University Libraries

EndNote


How do I get EndNote?

Access provided for UNCG students and faculty. Please note that each version of EndNote has pros and cons.

Getting EndNote Web
Getting EndNote v.XI (desktop)
Setting Up EndNote v.XI (desktop)

Getting EndNote Web

  1. While on campus, create a personal account at http://www.myendnoteweb.com
  2. Once you have your account, use http://www.myendnoteweb.com from any computer with Internet access.

No ability to "edit output styles." This is a problem if you need to import references from PubMed. Also no ability to attach pdf full text of an article to a reference.

Getting EndNote version XI (desktop application)

  1. Double click the "UNCG Applications" folder on your desktop.
  2. Double click the "UNCG_Tree" icon.
  3. Double click the "Academic Software " folder
  4. Double click the "General Applications " folder
  5. Double click the "EndNote X" icon to install the application.
  6. You MAY get a message stating that keyserver access is required in order to run the application. Hit ok.

No wireless access, no access from off-campus.

Setting Up EndNote v. XI (desktop)

Create Your EndNote Library

  1. To launch: Navigate Start Menu > All programs > EndNote
  2. Create a new library named demo, save it to your desktop
  3. To set EndNote to open your library on each launch: Edit menu > Preferences > Libraries > Add open libraries > Apply > OK
  4. Look at the files on the desktop: demo.enl is the library, demo.Data contains support files

NB: If you move your library to another location, the .Data folder must stay with the library

Prepare Your Library for PubMed References (if you use APA style)

You only need to take these steps once with your library.

1. Activate the "Medical" Journals Terms List

  • EndNoteTools menu > Open Term Lists > Journal Terms List >Terms tab
  • If any journal names are in this list:
    • Highlight the first journal, press Ctrl+A on the keyboard to highlight all the terms
    • Press the "Delete Term" button
    • Lists tab > Import lists button
  • Navigate to the EndNote folder: My computer > C local disk > program files > EndNote > Term lists
  • Choose medical.txt, hit Open

2. Set APA style to recognize Medical Journals Terms

  • EndNote Edit menu > Output Styles > Open Style Manager
  • Highlight the citation style that you will be using, ie APA
  • Hit the Edit button
  • Click on Journal Names
  • Set Journal Name Format to use full journal name
  • File menu > Save

Prepare Your Library for AMA (J Amer Medical Association) Style

You only need to take these steps once with your library.

1. Activate the "Medical" Journals Terms List (if you have already done this, skip to 2.)

  • EndNoteTools menu > Open Term Lists > Journal Terms List >Terms tab
  • If any journal names are in this list:
    • Highlight the first journal, press Ctrl+A on the keyboard to highlight all the terms
    • Press the "Delete Term" button
    • Lists tab > Import lists button
  • Navigate to the EndNote folder: My computer > C local disk > program files > EndNote > Term lists
  • Choose medical.txt, hit Open

2. Verify that AMA (J Amer Medical Association) Style is set to use Medical Journal Terms

  • EndNote Edit menu > Output Styles > Open Style Manager
  • Highlight the citation style that you will be using, ie J Amer Medical Association
  • Hit the Edit button
  • Click on Journal Names
  • Confirm that Journal Name Format is set to to use Abbreviation 2
  • File menu > Save

Type a Reference into Your Library

  • References menu > New
  • The default reference type is journal article; you can change your reference type using the drop-down button at the top of the blank reference
  • Type author info: Smith, John or John Smith
    • To add another author hit the return button and add the second author on the next line
  • Type a year, ie 2006
  • Type a title with no punctuation at the end
  • It’s best to capitalize as you’d like the title to appear (though you can set EndNote to capitalize titles in other ways) : The health effects of bee pollen
  • Journal: Alternative Health Quarterly
  • Page number ranges may be complete or abbreviated: 120-129 or 120-29
  • Enter dates as you’d like them to appear in your bibliography: November

To set EndNote to show journal titles with a specific kind of capitalization:

  • Edit menu > Output styles > Open Style Manager
  • Choose the citation style that you'd like to set capitalization for, such as APA 5th
  • Bibliography > Title capitalization

Change from Leave styles as entered to

  • Headline style: first letter of all important words capitalized

    OR to

  • Sentence style: only the first letter of the first word in the title will be capitalized

Working with References List

  • Top half of page = list of references
  • Click a reference to see citation style in Preview area (bottom half of page)
  • Change style using drop down button (top right)
    • Select another style to search for a citation style, such as APA 5th
  • Double click a reference to edit it
  • Drop down button at the top lets you change format if you need
  • When done, File menu > save; also changes are auto-saved when a reference is closed