Endnote X3 Guide

Beginning

Online Search

Direct Export

Import & Export

Manual

Groups

CWYW & Templates

Help

Beginning
This guide is for using the PC version of Endnote X3. There may be differences with other versions of Endnote
1. The first time you open EndNote X3 you can create an EndNote Web account, integrate with an EndNote Web account, or ignore this option.
2. You will need to create an EndNote library to store your citations. The default title is MyEndNote Library. You can choose whatever name you like.
Online Search
Limitations of Online Search
1. Only URSUS and free web sites such as PubMed can use online search from any location.
2. EndNote X3 can search ISI (Web of Science, and Biosis Previews) and EBSCO databases on campus only. 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
Special Instructions for Downloading URSUS and Other Missing Database Connections
1. If you did a default installation, you will not have the connection for URSUS. You can use the disk to get the file or you can go to the EndNote site.
2. The URL is http://www.endnote.com/support/enconnections-terms.asp

3. Once you have downloaded the file, you will see it on the list of connections.
4. Scroll down until you highlight the connection for the source that you want to search and then click on the connect button. The connection for URSUS is called UMaine and is a Library Catalog. For any missing databases you will need to match both the Name of the database and the Information Provider.


Special Instructions for Online Search EBSCO Databases
Once you have selected the EBSCO database, you will see the following connection box. Do not enter any information in the User ID or Password boxes. Click on the OK button.

Instructions for all Online Searches
1. Open or create an EndNote library

2. To use the databases that have been preloaded just click on the name under Online Search on the left hand side.
3. Use the EndNote interface to search the resource.

4. You will need to click on the Confirm Online Search box. You can change the number of records to be shown.

5. Highlight any of the results you want to store in 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. Select the Open with button. If EndNote.EXE is already selected, leave this and click on the OK button. If anything else is selected, then use the drop down window and locate the EndNote application and select this.

7 .Once EndNote has opened the file, select a library.
8. A screen will come up asking you to select an import filter. Select the correct filter by matching both the database Name and the Information Provider. Then click on the Choose button.

9. The records from the marked list will not be imported into your EndNote library.
Manual References
1. 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.
2. Select the Reference type from the drop down menu and enter the in the information in the spaces provided.
3. Select the type of material you are going to enter. The default field is journal article.
Enter the information about your resources into the fields.

Groups
1. References are originally brought into the All References category
2. Groups can be created to hold references. You can create groups by clicking on the Groups link at the top of the screen or by right clicking on a reference.
3. References can belong to more than one group.
CWYW & Templates
Manuscript 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 Insert Citation icon to search your library or click on Go to EndNote to select a citation
3.After clicking on the Insert Citation icon, you can enter the keywords to locate the correct item in your library

4. Click on the Insert button.
6. After clicking on the Go to EndNote Link, you select the item you want and then click on the Red Arrow at the top of the screen
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).
Help
For individual help contact Cynthia Crosser. Email: cynthia.crosser@umit.maine.edu. Phone: 581-3612

cynthia.crosser@umit.umaine.edu | Revised: 10/16/2009

Endnote X3 Guide

Copyright 2000-2008, Raymond H. Fogler Library