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AGUIDETOUSINGENDNOTE

Needhelp?Contact:

• GiovannaBadia–giovanna.badia@mcgill.caor514-398-7340orSchulichLibraryroom207• AprilColosimo–april.colosimo@mcgill.caor514-398-4765orSchulichLibraryroom205• TaraMawhinney–tara.mawhinney@mcgill.caor514-398-4764orSchulichLibraryroom206• JenniferZhao–jennifer.zhao@mcgill.caor514-398-1273orSchulichLibraryroom207• Emailcitations.library@mcgill.ca

DownloadingtheEndNoteSoftware&ConnectingtoEndNoteWeb

• McGillstudents,faculty,andstaffcanvisithttp://bit.ly/mcgillendnotetodownloadEndNoteontheirdesktopsandtoaccessEndNoteWeb(theonlineversionofthissoftware).Bothdesktopandonlineversionsofthesoftwarecancommunicatewitheachotherandbeusedtogether.

CreatingaNewEndNoteLibrary

1. OpenEndNoteonyourcomputer.2. SelectFile>Newfromthemenu.3. Nameyourfileandselectwhereyouwishtosaveit.4. ClickonSave.

ExportingSearchResultsfromtheMcGillWorldCatCatalogue

1. SearchtheMcGillWorldCatCatalogueandclickonthetitleofasearchresult.

2. ImportareferencebyclickingontheCite/Exportlink,whichislocatedabovethecompleterecordofeachWorldCatsearchresult.

3. ClickontheExporttoEndnote/ReferenceManagerlink.

Note:OnaMaccomputer,donotselecttheoption,“SaveasPackage”whenyouarecreatinganewEndNotelibrary.

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ExportingSearchResultsfromGoogleScholar

1. SearchGoogleScholar.

2. Importareferencebyclickingonthe”link,whichwillappearbeneatheachGoogleScholarsearchresult.

3. ClickontheEndNotelink.

4. SeeNoteaboutbrowserabove.

ExportingSearchResultsfromCompendex

1. SearchCompendexandselectyourresults.

2. ClickontheDownloadiconaboveyourlistofsearchresults.

3. SelecttheEndNote(RIS,Ref.Manager)optioninthemiddleFormatcolumn.

4. ClickonDownloadrecord(s).5. SeeNoteaboutbrowserabove.

Noteaboutbrowser:Dependingonyourbrowsersettings,thefilewithyoursearchresultswilla)bedownloadedonyourcomputer,orb)openapop-upwindowthatwillaskyoutoopen/savethefile.Ifa),doubleclickonthedownloadedfiletoopenitinEndNote.Ifb),choosetoopenthefileandselectEndNoteastheprogramwithwhichtoopenthefile.IfyouarepromptedtoSelectaReferenceLibrary,selectandopenyourEndNotelibrary.

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ExportingSearchResultsfromWebofScience

1. SearchWebofScienceandselectyourresults.

2. SelectSavetoEndNotedesktopfromthedropdownmenu,locatedaboveyourlistofsearchresults.

3. SelectAuthor,Title,Source,AbstractfromthedropdownmenuandclickonSend.4. SeeNoteaboutbrowseronpage2.ExportingSearchResultsfromScopus

1. SearchScopusandselectyourresults.2. ClickontheExportlinkaboveyourlistofsearchresults.

3. SelecttheRISformat(EndNote,ReferenceManager)optionundertheSelectyourmethodofexportheading.

4. Selecttheoptions,CitationinformationandAbstractandkeywords,undertheCustomizeexportheading.

5. ClickontheExportbutton.6. SeeNoteaboutbrowseronpage2.

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ExportingSearchResultsfromProQuestDatabases(e.g.,DissertationsandTheses,GeoRef,etc.)

1. SearchaProQuestdatabaseandselectyourresults.2. SelecttheRIS(workswithEndNote,Citavi,etc.)optionundertheSavedropdownmenu,located

aboveyourlistofsearchresults.

3. ScrolldownandclickontheContinuebutton.4. SeeNoteaboutbrowseronpage2.ExportingSearchResultsfromSciFinder

1. SearchSciFinderandselectyourresults.2. ClickontheExportlinkonthetopright-handsideofthepage

3. SelecttheCitationexportformat(*.ris)inthemiddlecolumnandclickontheExportbutton.4. SeeNoteaboutbrowseronpage2.

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ExportingSearchResultsfromPubMed1. SearchPubMedandselectyourresults.

5. SeeNoteaboutbrowseronpage2.

CreatingaNewReference

1. SelectReferences>NewReferencefromtheEndNotemenu.2. Selectthetypeofdocumentfromthedropdownmenuatthetopoftheform.3. Clickoneachfieldtoentertheinformation.

ManuallyEnteringaReferencetoaJournalArticleinEndNote(Sample)

Somecommonfieldstoenter:a. AuthorStortz,TerriA.

Marangoni,AlejandroG.b. Year2013c. TitleEthylcellulosesolventsubstitutionmethodofpreparingheatresistantchocolated. JournalFoodResearchInternational

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4.

3.

Tipsforenteringauthorinformation:Youcanenteranauthor’snameasfollows:JohnSmithorSmith,JohnPlaceacommaafterthenameofanorganization:McGillUniversity,Enteroneauthorperline,i.e.,typethefirstauthor,pressenter/returnonyourkeyboard,typethesecondauthoronthesecondline,andsoon.

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e. Volume51f. Issue2g. Pages797-803h. DOI10.1016/j.foodres.2013.01.059

ThereferenceshouldappearasfollowsforACSstyle:1. Stortz,T.A.;Marangoni,A.G.EthylcelluloseSolventSubstitutionMethodofPreparingHeatResistantChocolate.FoodRes.Int.2013,51(2),797-803.ThereferenceshouldappearasfollowsforAPA6thstyle:Stortz,T.A.,&Marangoni,A.G.(2013).Ethylcellulosesolventsubstitutionmethodofpreparingheat

resistantchocolate.FoodResearchInternational,51(2),797-803.doi:10.1016/j.foodres.2013.01.059

ThereferenceshouldappearasfollowsforIEEEstyle:[1] T.A.StortzandA.G.Marangoni,"Ethylcellulosesolventsubstitutionmethodofpreparingheat

resistantchocolate,"FoodRes.Int.,vol.51,no.2,pp.797-803,May2013.ThereferenceshouldappearasfollowsforVancouverstyle:1. StortzTA,MarangoniAG.Ethylcellulosesolventsubstitutionmethodofpreparingheatresistantchocolate.FoodResInt.2013;51(2):797-803.ManuallyEnteringaReferencetoaWebPageinEndNote(Sample)

Somecommonfieldstoenter:a. AuthorNationalAcademyofEngineering,b. Year2008(includemonthanddayifavailable,e.g.,2008,February15)c. TitleMakesolarenergyeconomicald. AccessDateJanuary10,2017(donotentertheaccessdateforIEEEstyle)e. TypeofMediumOnline(informationmaydifferdependingonthestyle)f. URLhttp://www.engineeringchallenges.org/cms/8996/9082.aspx

ThereferenceshouldappearasfollowsforACSstyle:1. NationalAcademyofEngineering.MakeSolarEnergyEconomical.http://www.engineeringchallenges.org/cms/8996/9082.aspx(accessedJanuary10,2017).ThereferenceshouldappearasfollowsforAPA6thstyle:NationalAcademyofEngineering.(2008,Feb.15).Makesolarenergyeconomical.Retrievedfrom

http://www.engineeringchallenges.org/cms/8996/9082.aspxThereferenceshouldappearasfollowsforIEEEstyle:[1] NationalAcademyofEngineering.(2008,Feb.15).Makesolarenergyeconomical[Online].

Available:http://www.engineeringchallenges.org/cms/8996/9082.aspxThereferenceshouldappearasfollowsforVancouverstyle:

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1. NationalAcademyofEngineering.Makesolarenergyeconomical[Internet].Washington,D.C.:theNationalAcademy;2008Feb15[cited2017Jan10].Availablefrom:http://www.engineeringchallenges.org/cms/8996/9082.aspx.

SelectingaStyle

1.ClickonareferenceinyourEndNotelibrary.2.OnaWindowscomputer,clickonthestyledropdownmenuontheleft-handsideofthescreen.OnaMac,itislocatedonthebottomofthescreen.WhenyoufirstinstalltheEndNoteprogram,thestyledisplayedbydefaultisAnnotated.

3.ChoosetheSelectAnotherStyleoption,typethenameofthestyleyouneedinthesearchbox,presstheEnterbuttononyourkeyboard,andclickonChoose.4.OnaMac,thereferencewillbedisplayedbelowthestyledropdownmenu.OnaWindowscomputer,clickonthePreviewtabtoseewhatthereferencewilllooklikeinwhateverstyleyouselected.

ImportingaJournalsTermList

TheJournalsTermListprovidesboththeabbreviationsandfullnamesofjournals.Thestyleyouchoose(e.g.,ACSstyle)willtakewhatitneedsfromthislist(e.g.,thejournalabbreviation)toformat

Note:Somestyles,suchasVancouverstyle,willrequirethatyouentermoreinformationaboutthewebpage,suchasthepublisherandplacepublished.

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yourbibliographycorrectly,eventhoughthereferencesinyourEndNotelibrarymaycontainsomethingelse(e.g.,thefulljournalnames).1. SelectTools>OpenTermLists>JournalsTermListfromthemenu.2. RightclicktoSelectAlljournalsinthelist(onaMac,pressandholdthecommandandAkeys).Clickon

DeleteTerm.3. ClickontheListstab,selectJournalsandclickonImportList.4. IntheOpenwindow,lookintheC:\ProgramFiles\EndNote\TermsLists(onaMac,gotoMacintoshHD

>Applications>EndNote>Terms)foldertoselectthelistappropriatetoyoursubjectarea(e.g.,Chemical.txt)andclickOpen(clickChooseonaMac)toimportthefulljournalnamesandabbreviationsintoyourlibrary.

5. ClickOK.6. Youcanimportadditionallistsbyrepeatingsteps3-5above.7. ClickonClose.Ifafterimportingthejournalstermlist,youseethatthejournalnamesinyourbibliographyarenotdisplayedcorrectlyaccordingtothestyleyourselected(e.g.,abbreviatedjournalnamesfortheACSstyle),followthestepsbelowinEndNote:1. SelectEdit>OutputStyles>OpenStyleManagerfromthemenu.2. Typethestyleyouwishtoeditinthesearchboxandpresstheenterkey.Clickontheboxtotheleftof

thestyleyouwishtoeditandthenclickontheEditbutton.Anotherpop-upwindowwillappear.3. ClickonJournalNamesintheleftcolumn.4. Youwillprobablyseethe“Don’treplace”optionselected.Choose,instead,theoptionthat

correspondstotherulesofthestyle,i.e.,UsefulljournalnameorAbbreviation1.5. SelectFile>Saveasfromthemenu.6. RenametheeditedstyleandclickonSave.7. FormatyourbibliographyinWordwiththeeditedstyle(seepage11forhowtoformatyour

bibliographyinWord).

ChangingtheCapitalizationofWordsintheTitle

Somebibliographystylesrequirethateachwordinthetitleofthereferenceiscapitalized(i.e.,headlinestyle),whileothersstatethatonlythefirstwordandpropernounsarecapitalized(i.e.,sentencestyle).Ifyouseethatthetitlesinyourbibliographyarenotcapitalizedconsistently,followthestepsbelowinEndNote:1. SelectEdit>OutputStyles>OpenStyleManagerfromthemenu.2. Typethestyleyouwishtoeditinthesearchboxandpresstheenterkey.ClickontheboxtotheleftofthestyleyouwishtoeditandthenclickontheEditbutton.Anotherpop-upwindowwillappear.3. ClickonTitleCapitalization.

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4. Youwillprobablyseethe“Leavetitlesasentered”optionselected.Choose,instead,theoptionthatcorrespondstotherulesofthestyle,i.e.,HeadlinestylecapitalizationorSentencestylecapitalization.

5. SelectFile>Saveasfromthemenu.6. RenametheeditedstyleandclickonSave.7. FormatyourbibliographyinWordwiththeeditedstyle(seepage11forhowtoformatyour

bibliographyinWord).ImportingPDFArticles

SomejournalsencodethePDFsoftheirarticleswithmetadata,whichallowsyoutoimportthesePDFarticlesdirectlyintoEndNote.EndNotewillthenextracttheauthor,year,title,journal,andotherdescriptiveinformationfromthePDF.1. OnaWindowscomputer,selectFile>Import>File(orselectFolderifyouhaveafolderofPDFs

onyourcomputer)fromtheEndNotemenu.OnaMac,selectFile>Import.2. SelectthePDFfileyouwishtoimport.3. SelectthePDFoptiononaWindowscomputer.ClickontheOptionsbuttonandselectPDFFileor

FolderonaMac.4. ClickontheImportbutton.

SearchingforReferences

1.SelectTools>SearchLibraryfromtheEndNotemenu.2.Selectwhereinthereferenceyouwishtosearchyourterms(e.g.,Title).3.Typeyourtermsinthesearchbox.4.ClickontheSearchbutton.

Note:ClickontheOptionsbutton(orthebuttonwithawheelimageonaMac)andselectConverttoSmartGroupifyouwanttocreateagroupwithyoursearchresults.Thesmartgroupwillbeautomaticallyupdatedwithreferencesthatmatchthesearchstrategywhenyouimportorenternewreferences.SavingReferencestoaFolder(Group)

1. Highlightthereference(s)youwishtoaddtoagroup.2. SelectGroups>AddReferencesTo>CreateCustomGroupfromtheEndNotemenu.Namethe

group(e.g.,Project)bydoubleclickingontheNewGrouplabelontheleftofthescreen.3. Toaddreferencestoanexistinggroup,highlightthereference(s),selectGroups>AddReferences

To>theGroupname(e.g.,Project)fromthemenu.

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EditingReferences

1. HighlightthereferenceyouwishtoeditinEndNote.2. SelectReferences>EditReferencesfromthemenu.3. Clickonthefieldtoeditandmakeyourchanges.4. SelectFile>Savefromthemenu.5. SelectFile>CloseReferencefromthemenu.

CheckingforDuplicateReferences

1. OnaWindowscomputer,selectEdit>PreferencesfromtheEndNotemenu.OnaMac,selectEndNote>Preferences.

2. ClickontheDuplicatesoptionintheleftbar,choosethefieldsyouwantEndNotetocompare,and,onaWindowscomputer,clickonApply>OK.OnaMac,clickonSave.

3. SelectEdit>SelectAllfromthemenu.4. Finally,selectReferences>FindDuplicatesfromthemenu.

LocatingtheCompleteTextofJournalArticles

1.OnaWindowscomputer,selectEdit>PreferencesfromtheEndNotemenu.OnaMac,selectEndNote>Preferences.

3.DeleteanyexistingaddressintheOpenURLboxandtypehttp://mcgill.on.worldcat.org/atoztitles/link

4.WhennotontheMcGillnetwork,enterthefollowingaddress:http://proxy.library.mcgill.ca/login?url=

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5.

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6. Highlightthereferenceorreferencesyouwishtolocate.SelectReferences>FindFullText>FindFull

Text.Acceptthecopyrightnotice.Ifthefulltextofanarticleisfound,thePDFwillbeattachedtothereference.

7. ForreferenceswhereaPDFcannotbefoundinthepreviousstep,highlightthereference(youcanonlychooseonereferenceatatime),selectReferences>URL>OpenURLLinkfromtheEndNotemenu.AwindowwillopeninyourInternetbrowserwithamenuthatdisplayswhetherthereferenceisavailableelectronicallyorinprintviatheMcGillLibrary.

AttachingPDFstoReferences

1. HighlightthereferenceforwhichyouwouldliketoattachaPDF.2. SelectReferences>FileAttachments>AttachFilefromthemenu.3. LocateyoursavedPDFfileonyourcomputer/storagedeviceandclickonOpen.4. Clickoutsidethereferencetobepromptedtosaveyourchanges.Youwillnowseeapaperclip

iconattachedtothereference.

CreatinganIndependentReferenceList

1. HighlightthereferencesinyourEndNotelibrarythatyouwishtoincludeinyourreferencelist.2. Selectthestylefromtheoutputstyledropdown.3. SelectEdit>CopyFormattedfromthemenu.4. OpenWordandpastethereferences.InsertingReferences(Citations)inyourWordDocument

1. OpenyourEndNotelibraryandyourWorddocument.2. Placeyourcursorwhereyourwishtoinsertyourcitation(s)inyourWorddocument.3. SwitchbacktoyourEndnoteLibraryandhighlightthereference(s)youwishtocite.4. SwitchbacktoyourWorddocumentandselectInsertCitation>InsertSelectedCitation(s)from

theseparateEndNotetabinthemenu.(Note:CannotfindtheEndNotetabinWordonaMac?PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)

FormattingyourCitations&BibliographyinWord

1. FromtheEndNotetabintheWordmenu,clickontheStyledropdownmenu.2.Chooseyourstyle.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.ClickonConfigureBibliographytochangethestyle.)

DeletingaCitationfromyourWordDocument

1. SelectEdit&ManageCitation(s)fromtheEndNotetabintheWordmenu.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)

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AddingaPageNumbertoanIn-TextCitationinyourWorddocument

1. SelectEdit&ManageCitation(s)fromtheEndNotetabintheWordmenu.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)

2. Highlightthereferenceyouwishtoedit.3. EnterthepagenumberinthePages:box.4. ClickontheOKbutton.ConvertingCitationstoPlainText

• SelectTools>ConverttoPlainTextfromtheEndNotetabintheWordmenu.(Note:PreviousversionsofWordonaMacwillhavetheEndNoteoptionsunderTools>Endnote.)

CopyingorMovingyourEndNoteLibrary

• EndNotecreatesafile(witha.enlextension)andafolder(witha.Dataextension)foryourEndNoteLibrary.

• WhencopyingormovingyourEndNoteLibrarytoadifferentlocation,copyormoveboththe.enlfileandthe.Datafolder.

EmailingYourEndNoteLibrary

1. SelectFile>CompressedLibraryfromtheEndNotemenuandclickonNext(Windows)/OK(Mac).2. Nameyourlibrary,choosewheretosaveit,andclickonSave.3. Log-intoyouremail,writeyourmessage,andattachthecompressedlibrarytoyouremail

message.

Lastupdated:October2,2017

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Clickingon.enlwillopenyourEndNotelibrary.