EndNote Citation Tool
Learn EndNote Desktop as if you were in class
- Direct Export to EndNote
- Import Text Files to EndNote
- Import from Google Scholar
- Create and Organize Groups
- Find Duplicates
- Find Full Text
- Import Stored PDF's
- Insert Citations using the EndNote plug-in
- Edit and Manage Citations
- Sharing Options in EndNote
- Sync EndNote Accounts
- Export from the UofC library resources
- Search UofC holdings
|This video covers the Direct Export process from databases into EndNote 20 using preferred browsers|
- Select the references you want to import
- Use Mozilla Firefox OR Chrome to import references directly by selecting the Research Soft-Direct Export Helper function
|This video covers how to import references as text files if a direct export option is not available from browsers|
- Save references as text files - i.e. (.nbib in Pubmed OR .cgi in OVID databases OR .RIS in EBSCO databases)
- Import into EndNote using the corresponding Import Filter.
- Each database have specific file extensions and export instructions
- Find a complete list of Import Filters by going to the Tools menu > select Import Filter > go to Filter Manager
|This video covers how to import references from Google Scholar to EndNote - desktop or online version.|
- Before starting a search, go to the Options button 'three horizontal bars" in the upper left-hand corner. Select Settings.
- Under Bibliography Manager, click on the drop down menu and select Refman. Click Save.
- Perform a Google Scholar search and select references to go into an EndNote library. Choose Import into Refman.
- Choose one reference at a time or multiple references to import. A Google account is needed to import multiple references.
- Once signed in, click on the star icon at the bottom of each reference. Click Done after each selection.
- After the selection process, go to My Library
- Select All References, go to the Export icon (arrow pointing downwards). Choose Refman and export to EndNote.
|This video covers how to create custom groups and organize references for a seamless workflow|
|This video covers how to manage duplicates within an EndNote library before a writing process|
- Under the Library tab, select Find Duplicates
- Compare references using the side-by-side window and decide which records to keep
- For each set of duplicates there's options to:
- Click Keep This Record to save the preferred reference and move the duplicate to Trash
- Click Skip to leave both references intact. They will appear in a temporary Duplicate References group so you can review later
- Click Cancel to automatically instruct EndNote to select the most recently-entered version(s) of each duplicate references as the one(s) to be removed. Go through the highlighted duplicates and review them before deleting.
|This video covers how to employ the Find Full Text feature to look for PDF content within the library collection|
- Set up Find Full Text in EndNote Desktop to include University of Calgary library licensed resources
- Within EndNote > under the Edit tab > select Preferences > select Find Full Text
- Fill out the two URL information for the Find Full Text feature to work with EndNote. This is a one-time set-up.
- Set Open URL Path to:
- Set Authenticate With URL to:
|This video covers how to import a collection of PDF's stored in a personal folder|
- Import stored PDF's into an EndNote library
- Under the File menu, select Import > Select File for a single PDF or Folder for multiple PDF's
|This video covers how to insert citations in a Word document using the Cite-While-You-Write plug-in|
|This video covers how to modify in-text citations according to a preferred output style|
- Modify the appearance of EndNote in-text citations by using the Edit & Manage Citations button
- Highlight selected in-text citation(s) and modify them by adding additional information - i.e. prefix, suffix, pages.
|This video covers the different options on how to share an EndNote library or groups of references|
- Share an entire EndNote library or groups of references to collaborators (up to 400 EndNote desktop users)
- Set Read Only or Read & Write permissions when sharing references. Once shared, an email generated message is sent out to the recipient
- View a Shared Library by going to the File menu and selecting Open a Shared Library
|This video shows how to Sync your EndNote accounts|
- Designate a library as your EndNote Sync library
- Under the Library tab, click on Sync
- Click Sign Up to create a new EndNote account or sync with an existing account by inputting your login credentials
|The instructions show how to export references from the U of C library resources into EndNote|
- Perform a search query using the library search box.
- On the results list page, select references you want to import by checking them off using the square icon.
- Save the selected references by clicking on the push pin icon
- Import the references into EndNote by clicking on the ellipsis icon > Select Export RIS
- Click Download > Open with EndNote program
You can use the Z39.50 protocol to connect to the UofC library collection and holdings, including a connection file from within EndNote. Please note that this connection setting include retrieval of books only and not articles.
Within EndNote, activate the Z39.50 connection by inputting the information below:
- Open an active EndNote library > go to the Tools menu
- Select Connection Files > slide over to Open Connection Manager
- Within the EndNote Connections window, scroll down and select U Calgary Library Catalog > select Edit
- On the next window, select Connection Settings and input the following information:
- Server Address: ucalgary.alma.exlibrisgroup.com
- Database: Library Catalog
- Database Name: 01UCALG_INST
- Element Set: F
- Port ID: 1921
- Record Syntax: select MARC21 from the drop down menu
- Text: select Unicode (UTF-8) from the drop down menu
- Wait for the Save prompt and select OK
- Last Updated: Nov 28, 2023 8:14 AM
- URL: https://libguides.ucalgary.ca/guides/endnote
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