Introduction

EndNote is a software developed by ISI Thomson. Its main features include:

• Collect and store the documents. (Title, author, year, journal, reference type, etc.)
• Find and manage the documents. (Search, rating, group, etc.)
• Help the researchers use the correct format for the papers. (Paper templates for different journals, working together with Word, etc.)

We can regard what EndNote does as building a personal library, where the books, journals, videos, legal papers, pictures and others are stored.

Besides EndNote Desktop, EndNote Web is also available.

Building or opening a library

File-> New… or File-> Open Library… or Open recent

Tip:
If you want share or move your library by copying the files, you need to copy both the .data file and the .enl file. They need to work together.

Importing Documents

1. Manual input(Not recommended):
   Reference -> New Reference or click the ‘New Reference’ button or use the keyboard shortcut (Ctrl+N).

   When you input the author, the system will regard the last word as the family name automatically. And if the author’s given name contains more than one word, the first name and the last name should be separated by ‘,’.

   Remember to attach the files (.pdf, .jpg, .mov, etc.), if not, it’s just a bunch of information. Use ‘the find full text’ function can make it easy to get done.

   Steps:
   Choose the document you want to find the full text, and then click the Reference-> Find full text. Make sure you have right network connect, which means you can get access to the databases.

2. Importing file…/Folder…:
   File->Import->File…/Folder….

   When you are importing a file, remember to change the import option to DPF. Besides, you can import a library here just by change the import option to EndNote Library.

   When you are importing a folder, you can choose if the result includes the subfolders and create a group set for this import.

3. Importing online:
   Take Web of Science as an example.

   • Choose the papers need downloading.
     

   • Choose save to EndNote Desktop (Or EndNote Online if you like).
     

   • Choose the content to be saved and click send button.
     

   • Open the .ciw file that is just downloaded by EndNote Desktop.

   • Find full text for the papers or attach them manually.
     

   Likely, this approach can be used in Google Scholar, 万方数据库, etc.

   More details about how to import documents from different databases or connect other libraries can be seen in EndNote & Word文献管理与论文写作 第2版_童国伦主编2014.pdf.

Managing the Libraries

1. Group:

   • Set up groups: To classify the documents.

     • Right-click the ‘My Groups’ in the left of the UI.
     • Groups->Create Group

     Smart Group:
     Assemble the documents that contain the same key words.

   • Create groups from groups.
     Create From Groups: Intersection, complement, etc.

   • Create groups set.
     The directory above the groups level.

2. Search the documents.

   • Quick search.
   • Search Panel. Click the button to use.
     

3. Find the Duplicates.

   • References->Find Duplicates
   • The setting of this function can be changed in Edit->Preference->Duplicates

4. Revise the documents’ data (Title, abstract, etc.)
   Edit->Find and Replace

5. Back-up for the libraries.

   • Copy and paste the .data and .enl files.
   • File->Save a Copy…

6. Compress the Library
   Compressed Library(.enlx)…

7. Filter.
   Filters need to be created or found online when the embedded filters are not enough, more details is in EndNote & Word文献管理与论文写作 第2版_童国伦主编2014.pdf.

8. Change the field(字段) to be shown about a document.
   Edit->Preference->Display Fields

Paper Writing

1. Papers templates.
   Tools->Manuscript templates.

2. Cite While You Write (CWYW).
   To use this function, you need to open both EndNote and Word.

   • Direct Way:
     • Drag the papers you want to cite in EndNote to Word.
     • Click the ‘Update Citations and Bibliography’ in EndNote X9 (or other versions) in Word.
       
   • Searching Way:
     • Click the ‘Insert Citations’ in the Toolbar in EndNote X9 in Word.
     • Input the key words in the blank, and then find the references.
       
     • Choose the one/ones you want to refer.
       The Style can be changed by the style options in the toolbar.

3. Insert Figure.

   • First, import the figures into EndNote.
   • Click the ‘Insert Citations’ in the Toolbar in EndNote X9 in Word, choose to insert figure…

4. Place the references in different chapters.

   • Use the section breaks. More details are shown in EndNote & Word文献管理与论文写作 第2版_童国伦主编2014.pdf.

5. Change/Delete the references.

   • Word->EndNote X9->Edit & Manage Citation(s)

6. Finish Writing.

   • Export the references in the paper: Export to EndNote->Export Travelling Library
   • Convert to Plain Text: Convert Citations and Bibliography->Convert to Plain Text

EndNote Web

All the operations are similar to the ones in the Desktop version. More details are shown in EndNote & Word文献管理与论文写作 第2版_童国伦主编2014.pdf.