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EndNote Desktop Training Session

April 17, 2015

Have you visted the EndNote start-up guide and successfully installed the desktop software? Now you are ready for the next step. See the following outline of what we intend to cover in the next live online session that can be scheduled at the request of your instructor or any group of three or more students. Contact for more information.

Introduction to EndNote

Downloading software  -
*    From Help menu
o    Update EndNote software
o    Download EndNote plug-in (Firefox)
*    Update output styles, connection files, etc. at
*    Preferences
o    URLs & Links/Find Full Text -  (see reverse) configure to pull full-text of articles for selected citations
o    PDF Handling - configure to rename linked PDFs to a standard format (e.g., author_year); designate an 'auto-pull' folder for PDFs
*    Libraries
o    Limit number of libraries
o    Transferring libraries - Move or copy both the main .ENL file and the .DATA folder.
Entering Citations
*    Direct download (from Summon and others)
*    Download + import - filters
*    Import PDF  (with DOI)
*    Entering manually
*    Online Search
*    Online Search Mode vs. integrated mode
Groups - Custom and Smart Groups
Attaching Files
*    Manually
*    Finding Full Text
Endnote and the Writing Process
*    Cite While you Write
*    'Independent' Bibliography

EndNote Web
*    Sign up when you install your EndNote software
*    Transferring citations (Syncing)
*    Groups and Sharing
*    Cite While You Write and EndNote Web
Sources for Help:
Library Homepage ->Research Support>Library Guides> EndNote
EndNote Technical Support:  800-336-4474  at the prompt press 4, and then select the 'ResearchSoft Products' option.

Preferences Configuration: Find Full Text

(with thanks to my colleague and Public Health Librarian, Kathleen Turner for this outline!)