Endnote X1 Guide

This guide is for using the PC version of  Endnote XI. There may be differences with other versions of Endnote.

1. Create a Library

1. Make a new library by clicking on the "Create a new EndNote library" radio button

2. Name and then save your new library.

3. You can enter references in the library manually for titles you have already collected by clicking References on the menu at the top of the screen and selecting New Reference.  You should only use this method if you are not going to use a catalog or database to search for titles, since it is much easier to bring them into EndNote while you are searching.

4. Select the Reference type  from the drop down menu and enter the in the information in the spaces provided.

5. Select the type of material you are going to enter. The default field is journal article.

6. Enter the information about your resources into the fields. 

2. Direct Search

Library catalogs such as URSUS can be searched using EndNote from any location

ISI (Web of Science, and Biosis Previews) and EBSCO databases can be searched using EndNote on campus. The following is a partial list of EBSCO databases at the University of Maine

• Academic Search Premier
• Agricola
• American History and Life
• Business Source Premier
• CINAHL
• Communication and Mass Media Complete
• EconoLit
• Environment Complete
• ERIC
• Family and Society Studies Worldwide
• Film and Television Literature Index
• Health Source: Nursing/Academic Edition
• Historical Abstracts
• MEDLINE
• PsycINFO
• SPORTDiscus
• Wildlife and Ecology Studies Worldwide
• Women's Studies International

1. Open or create an EndNote library

2. Click on Tool in the top menu and select Connect.

3. Scroll down until you highlight the connection for the source that you want to search and then click on the connect button. For EBSCO databases you will need to match both the Name of the database and the Information Provider

4.For EBSCO databases, you will see the following connection box. Do not enter any information.  Click on the OK button.
For connections to library catalogs, such as URSUS, you will not see a connection box

5. Use the EndNote interface to search the resource.

6. Highlight the citations you want to send.  Use the control key to highlight results that are not contiguous.

7. Click on the Copy Reference/s To button send the results to your EndNote library.

3. Direct Export

1. Many databases allow direct exporting including all  EBSCO databases (see list above), ISI (Web of Science, and Biosis Previews), IEEE, ACM Digital Library, and CABdirect.

2.The premise for all exporting is the same. Citation information is sent to either a folder or a marked list.

Example of an EBSCO Folder

Example of an IEEE Marked List

3. Go to the Folder or Marked list and select the items. Then locate and click on the Export button/link

Example of an EBSCO Folder with Items

Example of an IEEE Marked List with Items

Sometimes the Export function is labeled differently. For IEEE you select Download Citations and select EndNote as the form in the drop down menu

4. The items from the Marked List or Folder will be sent to EndNote and you will be asked to select a library.

4. Export/Import

1. When direct export is not possible, then you need to export as a txt file and import into EndNote

2. CSA Databases need to use this process.

The following is a list of CSA databases at the University of Maine

• Bibliography of the History of Art
• Linguistics and Language Behavior Abstracts
• RILM Abstracts of Music Literature
• Sociological Abstracts

Example of Export/Import Steps with CSA

1. Search the database and mark the items you want

2. This puts your item in the Marked List.  You can search again and then update the Marked list as necessary.

3. When you are ready to export, click on the link for Save, Print, Email.

3. Then click on the radio button for Use X Marked

4. Ignore the instructions for QuikBib. These are not relevant.

5. Make sure the file format is set for the type of computer you are using. Then click on the Save button.

6. Click   the Save button on the File Download window.

7. Click  the Close button on the Download Complete window.

8. Open your EndNote library and click on Import under the File menu.

9. Click the Choose File and select  csaresults.txt for Import Data File. Go to Other Filters under Import Option and select the correct database and information provider.

10. The records from the marked list will not be imported into your EndNote library.

5. CWYW & Templates

1.In order to use Cite While You Write or Manuscript Templates you need to have the EndNote toolbar installed on Microsoft Word. This should happen automatically when you install  EndNote.

2.The default setting for citations is the APA 5th.  If you need a different form, you will need to change this in your EndNote library.

3.To use Cite While You Write or Manuscript Templates you need to have both EndNote and Word open.

Cite While Your Write Instructions

1. Start in your Microsoft Word document. 

2. Click on the search icon.

3. Enter the keywords to locate the correct item in your library

4. Click on the Insert button.

6. Your citation will appear in your document both in-text and at the end to create a bibliography

Manuscript Templates Instructions

1. Start in the EndNote program.  Go to the Tool menu and select Manuscript Templates

2. Double click on the Templates folder

3. Select  the manuscript template you want to use.

4. Once you have the template open follow from step 2 above (CWYW).