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THE BASICS:

What Is Endnote?
  • Endnote is software that allows you to store, manage, and format bibliographic citations
  • Faculty and grad students use Endnote with Word to format references in their papers for publication (journal articles) 
  • For MSO's & staff:  it can be used to create a list of a faculty member's publications, then export this citation list to MyInfoVault

How To Get Endnote
  • Endnote is available free to current UCD staff, faculty, and students  (campus has a site license)
  • To download the program, log-on to MyUCDavis
    • then click on RESOURCES -->  SOFTWARE --> ENDNOTE
  • Installation Help:  Contact  Campus IET   or   your department's computer support 

OVERVIEW:

TASK:  Need to create a list of citations for faculty publications and export this to MyInfoVault. 


STRATEGY: 

  • Learn to use Endnote. 

  • Search the appropriate article database(s), and export citations to Endnote to create citation list.
    • Use the  Library Subject Guides  to identify and connect to any other article database(s) you need to search.  You may also need to check your department's  faculty web pages for descriptions of their research.
       
      • Select the appropriate subject guide, and review databases listed in the "ARTICLES" section. 
      • For database help: Contact the PSE Library Reference Desk via email (pse@lib.ucdavis.edu), phone (752-0459), or drop by!
    • Search additional databases, as necessary, and export citations to Endnote.

  • Use “Find Duplicates” function in Endnote to eliminate any duplicate citations. 

  • Print the list and give it to the faculty person for review  (my suggestion!)     
    • This is the most efficient way to ensure: 
      •  all of a faculty person's publications are included; and
      •  all publications on your list were authored by the faculty person in question. 

  • Export the citation list to MyInfoVault


LEARN TO USE ENDNOTE:



1)  Endnote Basics and How to Create A Library

The link above will introduce you to Endnote and show you how to create libraries.
  • Endnote allows you to create as many libraries as you like 
  • One separate library for each faculty literature search is probably a good idea



2)   Getting References Into Endnote 

FOUR OPTIONS:
There are 4 ways to get references into Endnote (see below):
Options 1 & 2:  Are done from within an article database
Options 3 & 4:  Are done from within Endnote.


EXACT STEPS:  
Exact steps for getting references into Endnote vary a bit with each article database/vendor
Library provides specific instructions for the majority of article databases available at UC Davis:
These pages also tell you which Filter or Connection File to select (more on that below).  



2.1)  Direct Export - From an Article Database:
  • This is the easiest!!!  
  • Works for many of the larger databases, including Web of Science, and Compendex
  • NOT an option for all article databases. 
For an example of how this works, see:   Direct Export using Web of Science



2.2)  Save As A Text File - From an Article Database:
  • Best option if Direct Export is not available 
  • Is a two-step process: 
    1)  From within an article database - search for citations and save results as a text file;  then
    2)  Open Endnote and import the text file. 
  • Most article databases do support this option.
For an example of how this works, see:   Save As A Text File using PubMed



2.3)  Connection File:  

            Only an option for for Melvyl, PubMed and Web of Science
            May be useful for obtaining citations for BOOKS from the Melvyl catalog
            For instructions, see  Transfer Citations Into Endnote      (scroll down to "Connection File (Automated)")



2.4)  Manually: 

With your Endnote Library open

From the top tool bar, select:
--REFERENCES  >>  NEW REFERENCE
OR
--CONTROL-N

                            


3)  Formatting References

The link above shows you to format references.




4)  Check For Duplicates  &  Have Citation List Reviewed

Before you export citations into MyInfoVault, you might want to:

4.1)  CHECK FOR DUPLICATES:
        Open your Endnote Library
             From top tool bar, select:  
                    REFERENCES  >>  FIND DUPLICATES


4.2)  HAVE THE LIST OF CITATIONS REVIEWED by the faculty person.
         Open your Endnote Library

            Consider sorting the library by year (or another field) before exporting
                To sort:  click on field name in Endnote library.

             From top tool bar, select:  
                     FILE  >>  EXPORT

When the Export File Name window opens:
File Name:         name it
Save As Type:   Rich Text Formt (*.rtf)
Output Style:      choose appropriate style

This will create a text file you can print or email for review. 




5)  Getting References Out Of Endnote and Into MyInfoVault

Open the Endnote library that contains the references you want to export. 
       
5.1)  Select references to export 

5.2)  From top tool bar, select
        FILE  >>  EXPORT:
File Name:            Name your file
Save as Type:      XML
Output Style:        Select appropriate format    (see Formatting References above)

5.3)  Log on to MYINFOVAULT and import the file you created above.
From top tool bar:
ENTER DATA >> PUBLICATIONS >> IMPORT DATA

                        For help see:  MyInfoVault Data Imports Prototype v2.doc



GET HELP:


ENDNOTE HELP:

UC Davis Library Endnote Page

EndNote X2 Getting Started Guide for Win/Mac    (PDF,  94 pages)

EndNote X2 User's Guides:
Windows      (PDF,  792 pages)
Mac               (PDF,  700 pages)

 



DATABASE HELP:
For help searching or identifying appropriate article databases in engineering fields:

  • Use these to identify and connect to any other article database(s) you need to search.
  • Select the appropriate subject guide, and review databases listed in the "ARTICLES" section. 

Contact the PSE Library Reference Desk via email (pse@lib.ucdavis.edu), phone (752-0459), or  drop by



Cory Craig  cjcraig[at]ucdavis.edu
Physical Sciences & Engineering Library

Page created:  June 2009
Endnote version:  X2
This page was created to show UC Davis MSO's and staff how to create a list of citations in Endnote and export it to MyInfoVault.