Introduction to
EndNote
for Engineers


15 April 2005
Julia Gelfand: jgelfand@uci.edu
Caryn Neiswender: cneiswen@uci.edu

**[Note: This guide is also linked from UCI Libraries Website/Services/How To Use the Library/Library Instruction for UCI Classes/Webpages or @ http://course.lib.uci.edu/]
 
Introduction

EndNote is a bibliographic and manuscript management software program used to:

It can be a useful tool in every phase of academic research and writing, from the initial conception and research to the final formatting of the paper or manuscript.  Timesaving features allow you to: In other words, you can export citations from many (but not yet all) library catalogs (e.g., ANTPAC and Melvyl) and databases (including, for instance, INSPEC via Ovid or Web of Science) into your "library" bibliography and from your "library" into a word processor.  You can thus produce a bibliography or manuscript automatically incorporating citations in a variety of publication styles (e.g., Chicago or journal-specific).  See Attachment #1.

EndNote 6.0  is available on workstations in open-access library computer labs including Langson Library TEC, Room 228 (open in the evenings), the Langson Library Multimedia Resource Center (MRC), and Science Library Interactive Learning Center (ILC) Room 164.  It is also available for purchase at the UCI Computer Store: approx. $109.95 for students (with ID); $199.95 for faculty and staff; $99 to upgrade if you have an earlier version.  In addition, you can download a FREE full-featured 30-day trial version from the ISI/EndNote website: http://www.endnote.com/endemo.asp

Tip: Take some time to familiarize yourself with the EndNote website especially the Support & Services section which provides updates, new journal citation styles, database filters, etc.  (See further information and links at the end of this guide.)


 
Getting Started with EndNote

Contents:

  1. Creating a Library
  2. Connecting,  Exporting and Importing
  3.   Note:  Instructions for Connection Files and Filters
  4. Working Within a Library
  5. Creating a Bibliography
  6. Working with a Manuscript
  7. Online Assistance
  8. Other Useful Links


 
 
1. Creating a Library

EndNote allows you to create "library" databases of various types of materials including books, journal articles, audiovisual materials, conference proceedings, electronic sources, artwork, personal communications, maps, computer programs, among others.

We will create a library with citations on the topic of MEMS (microelectromechanical systems)

Before You Begin: Familiarize yourself with the EndNote Help Feature

From the Help menu:

1.1. Adding Citations

There are 3 ways to add citations to your library:

  1. manual input
  2. connection file feature (section # 2.1 below)
  3.  importing from a database (section #s 2.2. and 2.3 below)


1.1.1. Adding Manually

This option is most often used to add citations to articles/books that you own or that you identify through a database or other source that does not (yet?) provide EndNote connection or import capabilitiy. Usually they are articles kept in a paper file or are references in another electronic format, such as a Word bibliography.  

To add a new reference:

  1. From the References menu select New.
  2. Select the appropriate Reference Type from the pull down menu.
  3. Fill in the fields. Use the tab key to move to the next field; use the enter key to add second author, etc.
  4. Author entry tip: Type the author's family name first, followed by a comma and initials or given name, eg Bruce, C.D. or Bruce, C D or Bruce, Christine.
  5. When done, close the New Reference box (click on X in upper right corner) to add the citation to the library.
  6. Select New from References menu as above or right mouse click and select New.
Examples to Add:

Silicide Technology for Integrated Circuits.  Edited by Lih J. Chen.  London: Institution of Electrical Engineers, 2004.

Khalil, D. Recent trends in optical MEMS for telecommunication applications.  [Conference Paper]  The Fourth Workshop on Photonics and its Application (IEEE Cat. No. 04EX617). Nat. Inst. of Laser Enhanced Studies.  2004, pp. 56-81.  Giza, Egypt.

Huber, D. Corredoura P., Lester S, Robbins V, Kamas L. Reducing Brownian motion in an electrostatically tunable MEMS laser. [Journal Paper]  Journal of Microelectromechanical Systems, vol. 13, no. 5, Oct. 2004, pp. 732-6.  Publisher IEEE, USA.

Note the many other possible fields in a record (e.g, translator, abstract, notes, URL, etc. ). You can use the Notes field to take notes on items; it will hold up to 32,000 characters which is equivalent to about 8 pages of single-spaced text.



 
 
2. Connecting, Exporting, and Importing:  Transferring Citations from Bibliographic Databases

EndNote offers three options for transferring groups of references retrieved from online bibliographic databases into your EndNote library:

Use the Connect feature to search an online database from within the EndNote program.
Use the Direct Export or Export/Import feature to import downloaded references into EndNote.



2.1. Connection Files

The Connect feature allows you to search a remote database from within the EndNote program (instead of connecting from your Web browser; see #2.2 below). Although the search options within the connection files are limited, there are times when this feature is sufficient and quite useful.

Note: The Connect option is not available for all databases. In fact, the connection file for ANTPAC does not come with the EndNote software; you will need to create this new connection file on your own workstation.  Simply follow the straightforward instructions on Attachment #2See also section 2.3.1 below for other ANTPAC options.

Example:

  1. From the Tools menu, click on Connect.
  2. Click on Find and Select Antpac (or U. of California, second one listed, for Melvyl or WorldCat OCLC).
  3. Select Antpac (or U. of California or WorldCat) file and click Connect.  (If prompted for ID/password, just leave blank and proceed.)
  4. From the pull down menu, select title and type mems in top box and applications in the second box.
  5. Change the "boolean operator" to and.
    Note: Notice how few features are available here.
  6. Click on Perform Search button.
  7. A status box will show the number of citations retrieved. Click OK.  The references will be copied into a temporary location. This gives you the opportunity to delete those you do not want to import into your library.
  8. To copy references to your library, click on the Copy All References To button at top and select the library. The newly copied references will be highlighted.
  9. From the File menu, select Close Connection and discard the references from this temporary holding place. Close the search box.
  10. From the File menu, Open your mems library.
  11. From References menu:  select Find Duplicates and delete these if any.
  12. Select one of the references from your library and view the full record.  (What fields (information) have been imported?  Where did the Keywords field come from? What fields might you find useful to add?)
  13. Note: Under normal circumstances, you will, of course, want to carefully review the references that do not match your research interest.


2.2. Direct Export (fortunately available in many engineering databases)

Some databases like INSPEC provide additional functionality with EndNote by offering the direct export option.

INSPEC via OVID

  1. Go to UCI Libraries website, Article Databases,  and select INSPEC (via Ovid).
  2. Complete search on the keywords mems, applications, and photonics (Caution: how do you need to input these terms?)
  3. Once your search is completed, scroll to bottom of results page. In the Citation Manager:
  4. Select citations; fields: complete reference; citation format: direct export; action: save.
  5. Choose Destination: EndNote 6 and click OK (note: this may happen automatically)
  6. Select desired Reference Library: mems and click on Open
  7. Citations will be added to your mems library: "showing # out of # references"
  8. Display your full library. Note: EndNote will display only the references you currently imported. To display all the references in the open library, from the References menu select Show All.


2.3. Exporting/Importing Citations Using Filters

In this method, you first need to search a bibliographic database and save references to a file in a EndNote-friendly format. You will then use an import filter to add the references to an EndNote library.

This procedure varies depending on the source. See below for specific examples. The basic steps are always:

    1. Select the records from the bibliographic database
    2. Save these records as a text (.txt) files
    3. Import the file into your EndNote library using a filter appropriate to the file source, i.e., the database you searched.

FAQs:
Why is a filter needed for importing?
In order for an import to work properly EndNote needs to know exactly what data to put into what field; for example, the article title into the Title field, the author's name into the Author field etc. Because there is no standard way of presenting records in bibliographic databases EndNote requires translation of the format used by the each particular database. The filter does this translation.  EndNote comes with a supply of filters for a large range of databases, but not all databases of interest have filters.  Check the EndNote website for filters updates.
When is a filter not required?
 1. When the database offers Direct Export as in 2.2.1. above e.g., INSPEC and Web of Science.
2. When you search a database or library catalog through the EndNote search interface. By using a 'remote connection' to an external database, retrieved records can be imported directly into your library (see 2.1. Connection Files above).
2.3.1.  Downloading/Importing citations from ANTPAC
  1. Minimize your EndNote window then click on Netscape Navigator or Internet Explorer on your desktop.
  2. From UCI Libraries Web page (http://www.lib.uci.edu/), click on ANTPAC Catalog.
  3. Execute a search, e.g.,  keyword mems and packaging
  4. Save all results on the first page (click on top bar: Save All On Page); this exports these items into memory
  5. Click on View/Export Marked Records button at top of page
  6. Select Format of List: End-Note and Send List To: Local Disk
  7. Click on Submit and Save File to Desktop naming it memsAntpac.txt
    Importing the downloaded citations into EndNote mems.enl Library
  1. Go to EndNote. You should be in mems.enl library.
  2. From the File menu, select Import...          The Import window will open.
  3. In the Import Data File: field select the file you downloaded from ANTPAC by clicking on the Choose File... button then going to A drive, selecting memsAntpac.txt, then click on Open.
  4. In the Import Option field, use EndNote Import (should be default).
  5. Under Duplicates, make the desired choice, e.g., discard duplicates, and click on the Import button.  Your items should import into your EndNote library.



2.4. Which method should I use?

Connection files are recommended for known item searching or very simple, straightforward searches. For a complete and/or more complex search, it is best to search using the database's own interface, and then use Direct Export if available or Export/ Import the results into EndNote. Some databases will require a password to use the Connect function. In those cases, use the Import feature.

Depending on the database you wish to search, you may find neither a connection file nor import filter exists; or, if the file exists, it does not work properly. Check the EndNote support pages for additional options. You can also build your own filters (refer to EndNote manual) or send a message to the listserv below or ISI Researchsoft requesting desired filters (see section #6 below).
 
3. Working Within a Library

Searching:
    You can search for references within a library.

    1. From the References menu, select Search References.
    2. Choose a field to search and the desired action, e.g., contains, etc.

    3. Example: contains title components OR title scalability OR title microfabrication.  (Note you must Add Fields)
      For more information, see the EndNote tip sheet for searching .
 
4. Creating a Bibliography

EndNote allows you to create bibliographies automatically in your word processor. You can insert citations and format bibliographies from within Word or WordPerfect. When you install the program, EndNote commands will appear under Word's or WordPerfect's Tools menu.

EndNote allows you to choose from a variety of citation styles (e.g., Chicago, IEEE, etc.) in which to format your bibliography. Because different publications require different styles (Chicago, etc.) EndNote can create output in a large number of predefined formats.

From the Edit menu, choose Output Styles and then select Open Style Manager to see available citation styles. Place a check in the box next to those styles you want to use (see example below).

4.1. Example of Setting Styles:

  1. Before you create a bibliography, you must first define your publication style.
  2. From the Edit menu, go to Output Styles... and Open Style Manager...
  3. Click on the Find: button. The styles are arranged by discipline. Select Engineering
  4. Mark the box in front of IEEE
  5. Find Communications ACM and mark it, then close the Style Manager.
  6. Click on the Output Styles (from the Edit menu) again to verify that your styles have been added to the (more immediately accessible) favorites menu.  Select the desired citation output style.
4.2. Creating the Bibliography

After you have selected the desired style(s), you are ready to create the bibliography.

  1. Select your desired style.
  2. Select the items you wish to include in your printed bibliography.
  3. From the File menu, select Export. Only the citations in this retrieved set will be included in the export.
  4. Name the file MemsBibliog and save the file as a .rtf file.

  5. [Note: RTF (Rich Text Format) is a format that can be read by either Word or WordPerfect.]
  6. Go to Microsoft Office folder on your desktop, open Word and open the saved file. It should appear as a bibliography in the citation style you selected.

  7. Note: you may have to change the Files of Type pull down menu to All Files (*.*) to show the .rtf files.
 
5. Further Online Assistance

In addition to the internal Help feature described in section #1 above, EndNote offers a wide range of other useful assistance.

5.1. EndNote Tip Sheets:

Creating Bibliographies
Organizing Your References
Importing Data into EndNote
Searching for References within the EndNote Database
Searching Remote Databases
Customizing the Library Window


5.2. EndNote 4 Interactive Tutorial
 "An interactive tutorial designed to familiarize users with the primary features of EndNote 4. This tutorial is ideal for users, trainers, or librarians interested in learning how EndNote can ease the hassles of online searching, paper writing, and referencing. It's easy to use: simply click on the images below to get started. Shockwave Plug-in required."

5.3. EndNote Users Listserv Highly recommended!
This email list, maintained and moderated by ISI ResearchSoft, provides you with a place to interact with other users of EndNote.  It's a great place to ask questions, make suggestions, and get advice on any EndNote related topic.   To join, click on link above and follow subscribing instructions.
In addition, an archive with search capability of EndNote list messages is available @ http://lists.adeptscience.co.uk/endnote/

5.4. Company Contacts and Technical Support

ISI ResearchSoft Contact Information
http://www.endnote.com/encontact.asp

EndNote Technical Support Information
http://www.endnote.com/support/ensupport.asp
 
 
6. Other Useful Links

EndNote Import Filters
www.endnote.com/support/enfilters.asp
Import filters are the files used by EndNote to decipher information that has been downloaded from an online or CD-ROM database. You can customize any of these import filters or create your own. Listed below are EndNote import filters available for downloading.
Note: By clicking on the new Filtering Options tab below you can select EndNote Filters for the data provider (e.g. abc-clio or Ovid) that most interests you.

EndNote Connection Files: Style Finder
www.endnote.com/support/enstylesfinder.asp
Note: By clicking on the new Filtering Options tab below you can select EndNote Styles for the discipline (e.g. Humanities) that most interests you.

EndNote Journal Styles
http://www.endnote.com/support/enstyles.asp