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EndNote X9 Basic course

Feedback on assignments

Here you find further details and feedback on the assignments.
You can read this information after completion of the assignments.

  • Assignment 1: Entering references manually
  • Assignment 2: Direct export from Web of Science
  • Assignment 3: Connecting to PubMed
  • Assignment 4: Writing a text in Word using EndNote

Entering references manually

  1. Create a new library:

  2. Import the Term List Medical:
    step 1:

    step 2:

    step 3: After clicking on Import List a menu with Term Lists appears:

    step 4: After selecting and opening the Term List Philosophy the items are inserted into your library within a few seconds.

  3. You open an import screen with the button  or via the menu option References – New Reference.
    Importing a book:

    Reference Type = Book
    Author: there is no need to place spaces between the initials of the author.
    Title: you, yourself, must take care to use the capital letter at the beginning of the subtitle of the book and to place a colon between the main title and the subtitle (so without a space before the colon).
    Place Published: you, yourself, must take care to use the official abbreviation CA stands for the state of California.
    Keywords: you may enter keywords each on a separate line, the same way as with more authors. However you can also place them behind each other separated by e.g. a semicolon.
    Saving references goes via the small grey cross top right (NOT the big red cross, because then you close the program).

    Importing a journal article:

    Reference Type = Journal Article
    Author: enter each author on a separate line and you may type the complete first names because the chosen output style takes care whether these names are changed into initials.
    Journal: because you imported the Term List Philosophy beforehand, after typing the first letters of the journal’s name a suggestion for a journal’s name will appear beginning with Professional….
    Volume: enter only the number, not the letters Vol.
    Issue: enter only the number.
    Saving references goes via the small grey cross top right (NOT the big red cross, because then you close the program).

    Importing chapter in an edited book:

    Reference Type = Book section (so not Edited Book)
    Author: the author of the chapter.
    Title: the title of the chapter (without a full stop at the end!); only the first word of the title has a capital letter.
    Editor: the editor of the edited book.
    Book Title: the title of the edited book.
    Pages: enter only the page numbers, not the letters pp., because this is taking care of by the chosen output style.
    Edition: only enter 2nd, not the letters ed. (with the 3rd ed. this should be 3rd, with the  4th ed.: 4th, etc.).
    Saving references goes via the small grey cross top right (NOT the big red cross, because then you close the program).

Direct export from Web of Science

You can find the Web of Science in the list Databases A-Z or in the footnote of the homepage of the University Library.

Search via Basic Search with  search field Topic:

Export results to your library in EndNote:

How many references and which data you want to export, you fill in here:

This screen may appear:

Often EndNote will be opened and the references are inserted into your library.
It can also happen that a file is placed on your pc. This can happen in some browsers, for instance Google Chrome. Double click on this file and the references will be automatically inserted into your library.

The 10 references which are inserted into your library:

The relevant data of the references (title, author, year, source, doi etc.) are placed correctly in the various fields.
By choosing in Web of Science for Full Record also the abstract, keywords, language, extra notes, author’s addresses and alternative journal titles are included.
The reference type Journal Article is correctly assigned by EndNote; with a book chapter EndNote automatically choose the correct reference type Book Section.
It may happen that some journal titles or titles of articles are written in capital letters; this you have to adjust yourself.

Connecting to PubMed

Click top left on the globe button and on the left hand side an Online Search menu appears with probably already a number of search systems to connect online. If you only see ‘more…’ click on this and in a separate window you can choose PubMed (NLM) from an  alphabetic list.

After clicking on PubMed (NLM) an online search box appears on the top of the screen  (recognizable by ‘Search Remote Library’)
Remember to select the option ‘All Fields’ before you type your search terms:

We choose to import the first 100 references. Click on OK.

Note: These 100 references are not yet definitively inserted into your library. You can choose or with Ctr-A select all 100 easily and after that copy them to your own library with the 'Copy to Local Library'
If you want to finish your search click on the most left button 'Local Library Mode'.

The references are now inserted to 'All References'. You can also see the number of copied references as a separate set (and this can be useful if you want to give them an identifying mark).

The data of the reference is placed correctly in the fields. Also the reference type is automatically assigned in a correct way.

Writing a text in Word using EndNote

There are three ways to add references from your EndNote library to your text.
1. You can stay in Word and then search in your EndNote library via the option Insert Citation in the  menu bar of EndNote in Word.

2. Or you go to your EndNote library and select/click there on the reference(s) of your choice. Then place the cursor in the text in Word on the places where you want to add one or more references. Then choose in the menu of the button Insert Citation for Insert Selected Citation(s).

3. Or position your cursor where you want to insert references in the text, then click on
  Select your reference(s) and click on the button through which the references will be automatically inserted in the text.

You can choose a specific output style for the layout of the reference in your text in the menu bar of EndNote in Word by Style. For instance if you don’t see Vancouver or APA 6th in the menu under Style, then choose 'Select another style'; now you will see a broad overview of output styles.

Example of output style Vancouver which works with numbers in the text and automatically generate a numbered list of references:

Example of output style APA 6th which mentions author and year in the text and takes care of a correctly sorted list of references at the end of your text.

An important button for EndNote in Word is the Edit & Manage Citation(s):

With this you can for instance add  page numbers to a certain reference in the text.
First you select in the text the reference concerned, so it will turn into grey.
Then click on Edit & Manage Citation(s); now a new window will open with all the possibilities which can be done with a reference.
Also if you want to remove a certain reference in the text, you can make use of this button.