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EndNote Help

EndNote Online User Guide

The official online user guide from endnote.com.

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EndNote.com Tutorials Library

Official training videos from EndNote.com.

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EndNote, RefWorks, and Zotero: which one is for me?

Feature comparison for these popular bibliographic management tools.

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Exporting References from PubMed to EndNote and RefWorks

PubMed made a subtle change in exporting search results to external citation management applications. This tutorial demonstrates the process of exporting to EndNote and RefWorks

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Exporting Ovid SP Search Result to EndNote

This tutorial teaches how to export search results from Ovid SP to EndNote, a desktop citation management application.

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Adding Known Articles to EndNote

This tutorial demonstrates how to add the reference of a known article into your EndNote library via the PubMed connection file from within EndNote. Again, this is best if you have a stack of known articles and need to quickly enter their references into EndNote. This is not recommended if you do not have known articles and need to do subject searches. In that case, you can do your searches in PubMed directly and import the search results into EndNote. This tutorial uses EndNote X4 in the demo.

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Adding Yale's OpenURL Path to EndNote X7

This guide provides a step-by-step demonstration for adding Yale's OpenURL Path to EndNote to allow the "Find Full Text" function to work better with Yale's subscription-based resources.

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Getting Full Text PDFs with EndNote

This tutorial demonstrates the "Find Full Text" function of EndNote to automatically download full text PDFs for the references in your EndNote library. Note: Please abide by copyright law and download full text responsibly.

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Adding Known Books or Book Chapters to EndNote

This tutorial demonstrates how to add the reference of a known book into your EndNote library using the connection file for the Yale Library Catalog Orbis from within EndNote, and how to manually edit the book record to make it a book chapter record. This tutorial uses EndNote X4 in the demo.

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Using Term Lists with EndNote: Part I

Term lists are useful when you need to manually enter reference data into EndNote, and are a great way to keep your data clean and accurate. This is the first of the two videos on using term lists. It covers what term lists are, how they are useful, the existing term lists in EndNote, and how to create your own term lists when necessary.

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Using Term Lists with EndNote: Part II

This is the second of the two videos on using EndNote term lists. It covers journal term lists and how they can be used to substitute full journal titles for abbreviated journal titles according to publication style requirements. Later in the video, I also show you how to copy existing term lists to new EndNote libraries.

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Creating Custom Import Filters and Connection Files in EndNote

You can modify the import filters and connections files that ship with EndNote to make it work better for you. This tutorial demonstrates how to do that using the PubMed import filter and connection file as examples. Please note that the examples used in this video only apply to new, empty EndNote libraries, EndNote libraries with an empty journal term list, or EndNote libraries with a clean, full journal term list that ships with EndNote. If you have been managing an EndNote library for a long time, you will need to clean up your existing journal term list before following the examples in the video.

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Reference Syncing in EndNote

Reference syncing is one of the most anticipated features of EndNote X6. It allows you to synchronize the references in your desktop EndNote library with those in your EndNote Web account. It also makes it possible to keep multiple EndNote desktop libraries in sync via EndNote Web. This tutorial demonstrates the syncing feature and a few things you should pay attention to when using this feature. This tutorial uses EndNote X6 in the demo.

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Managing PDFs with EndNote

This tutorial demonstrates EndNote's PDF management features: how to attach PDFs to references, how to create sticky note comments and text highlights in PDFs, how to search full text PDFs, and how to import existing PDFs and have EndNote find citation information automatically.

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Adding Reference Lists to Document Sections with EndNote and Word

In a multi-chapter document, how do you display a reference list at the end of each chapter, instead of a long bibliography at the end of the entire document? This is quite easy to do with the latest version of EndNote. This video demonstrates how to do that.

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Sharing Your EndNote Libraries

EndNote desktop is designed to be a single-user application, but there is always a need for users to share their EndNote libraries. This tutorial covers what one needs to know before sharing EndNote libraries via Email or the popular file syncing service Dropbox.

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Sharing Your EndNote References via EndNote Web

EndNote Web is another citation management product by Thomson Reuters ISI. It is web-based and has most of the commonly-used functions of the desktop EndNote. It is also integrated into the desktop EndNote so that you can transfer references between desktop EndNote and EndNote Web, and share them via EndNote Web. This tutorial demonstrates how to transfer your desktop EndNote references to EndNote Web and share them with other EndNote Web users. EndNote X6 brings "syncing" feature, which we will take a look at in another video.

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Creating Independent Bibliographies in EndNote

Sometimes you just want a bibliography -- you don't want it to be part of your paper, just a list of references in a certain format. This tutorial demonstrates how to to do that. This tutorial uses EndNote X4 in the demo.

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Inserting EndNote Citations into Microsoft Word

This is one of the core functions of EndNote - you can easily insert citations from your EndNote library to your Microsoft Word document. There are multiple ways to do this, and this tutorial covers the most frequently used ways. This tutorial uses EndNote X4 in the demo.

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Formatting, Re-formatting and Unformatting Your Paper with EndNote

This tutorial teaches how to format your paper after you have inserted citations into your paper using EndNote X4. It also teaches how to strip the citations in the paper of all styles (unformat it), and apply a different style to it (re-format it). This tutorial uses EndNote X4 in the demo.

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Customizing EndNote

This tutorial demonstrates a number of ways to customize EndNote X4 to make it work better for you, such as how to customize the style list, the import filter list, the connection file list, and the display fields of the references. This tutorial uses EndNote X4 in the demo.

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Exporting References from RefWorks for EndNote

This tutorial teaches how to export reference data out of RefWorks in order to be imported into other citation management applications, such as EndNote. This is part of the RefWorks Video Tutorials.

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Exporting References from EndNote to RefWorks

EndNote and RefWorks both have their own advantages. If you want to try both applications, there is an easy way to transfer citation data between them. This video will show you how to export references from EndNote for use in RefWorks. This tutorial uses EndNote X4 in the demo.

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