EndNote

On the EndNote web site (www.endnote.com) you can learn more about EndNote, download a trial version, obtain the latest import filters and styles, and get help directly from EndNote Technical Support.

There are different sets of exercises for different disciplines and databases--choose the set that best suits the kinds of references you will be using.

There are several ways to save references from an online database into your EndNote library. Some databases, notably those provided by OVID, include an option to save (export) references directly to EndNote. Other databases require that you save the references from the database as a text file, then import references into EndNote using a filter. Filters are small files that translate references from their original format into an EndNote format.

EndNote comes with filters to import references from hundreds of different databases. Detailed instructions for importing references are given in your EndNote manual. Basically, the process involves these steps:

1. Start EndNote and go to File/Import Filters/Open Filter Manager.
2. Browse the list to find the desired database. For some databases, you may see several listings for the same database, followed by a vendor name in parentheses (OCLC, UMI, OVID, etc.) Look on the main search page within the database to determine the vendor, or Ask A Librarian if you're not sure who the vendor is.
3. Within the Filter Manager, click in the check box beside the appropriate database, then double-click on the database name.
4. Follow the instructions given in the About This Filter window. This will tell you how to save the references in the database you are searching.
5. Switch to the database and save the references as instructed. Once you have done so, return to EndNote. Open your Library, then go to File/Import.
6. An Import dialog box will appear. Under Import Data File, select the file that contains the saved references from your database search. Under Import Option, select the database that you searched.
7. Click Import. You should see the new references appear in your Library.

Please be aware that not every library database is compatible with EndNote. The EndNote website has a list of supported databases (and downloadable filters) here. If you have a question about using EndNote with a particular database at GW, please contact the EndNote Support Team.

Select filters have been created or revised by librarians at Gelman. Click on the link below and save the file to the Filters subfolder within the EndNote folder on your computer.

Note: The above filters can be used on both PCs and Macs.

1. Within EndNote, go to the Tools menu and select Connect.
2. A menu of Connection Files should appear. Browse through this list until you see the entry for Washington Res Lib Cons, i.e., the WRLC catalog. Note that you can use this menu to connect to other library catalogs, such as the Library of Congress. You cannot use it to connect to any of the other ALADIN databases, however.
3. Select Washington Res Lib Cons and click Connect.
4. If you do NOT see this option, you'll need to download the connection file first.
5. If you have connected, two new windows open: one gives you several search boxes, and the other is empty but will contain the results of your search.
6. In the search window, use the blanks to search for single words and phrases, or combinations of words and phrases.
7. You can combine multiple words or phrases by entering them on multiple lines and connecting them with AND, OR, NOT. The default is AND, but the menu on the far right-hand side of the search window lets you change this option.
8. You can also choose a specific field in which to search. The default is Any Field. Pull down this menu to limit your search to Title, Author, Keywords (i.e., LC subject headings), etc.
9. Once you have entered your search, click Search. EndNote will prompt you to choose how many references to retrieve at once. Once you choose, the references will appear in the Connection window. Click on any one of them to see the full reference.
10. Important Final Step: These references are not yet stored in your EndNote library. You must select the ones you want by clicking on them. Hold down the ctrl or shift key to select multiple references. When you have done so, click the Copy References To button and choose the EndNote library where you want to add them.
11. When you close the Connection window, any references you have not copied to an EndNote library will be discarded.

WorldCat and EndNote

WorldCat lets you transfer references directly into EndNote.

1. First, open EndNote.
2. Within the WorldCat database, mark the references you want (by clicking in the checkbox next to each one).
3. Click Marked Records, and then click the Export button at the bottom of the screen.
4. Now select the option to Export to EndNote, and click the Export button.
5. An EndNote window should pop up, asking you to choose the library into which you wish to import the references.
6. Finally, select the WorldCat(OCLC) filter from the list that appears, and click Import.

Note: There is a bug in JSTOR downloading for Internet Explorer users. If you are not prompted to indicate where you would like to save your citations, return to the Export page. Select to export citations "in a new window", instead of "as a text file", in "citation-manager" format and then choose "Export." A new window will open, displaying your citations. Go to the File menu and select "Save As." A window will open, asking you where you would like to save your JSTOR citations. Make a note of the location and filename you choose because it will be necessary to refer to this file later, during the import process.

Output Styles

EndNote comes packaged with hundreds of Output Styles for formatting your references. They correspond to various bibliographic styles specified by academic associations (Modern Language Association, American Psychological Association, etc.) and scholarly journals.

To change the current Style, open your EndNote library and go to File/Output Styles/Open Style Manager. Click in the check box beside the Style(s) you want to apply. Close the EndNote Styles window. Go back to File/Output Styles, and you should see the Style(s) you selected. Click on the Style you want to apply.

Additional Styles are available for downloading from the EndNote website. On the EndNote homepage, click Support & Services at the top of the page, then click on Styles. Below are some Styles that Gelman librarians have updated or modified.

To install one of these styles, click on the link, then save the file to the Styles subfolder in the EndNote folder on your computer.

• Chicago 15th B
• APA 5th Revised Output Style: The APA 5th style supplied with EndNote has a few problems. For one, it does not include the include the “Retrieved” statement for articles that are retrieved online: Retrieved [Month, Date Year] from the [Database name] database. (APA 5th p. 231). To format properly citations to electronic sources in you can use this modified APA style file.
• APA 5th ERIC Output Style: The APA 5th style that comes with EndNote also does not properly format citations to ERIC Documents. If you download references from the ERIC database, you may want to use this modified APA style.

This feature of EndNote lets you automatically insert references from EndNote into a word processing document. It works best with Microsoft Word; see your EndNote manual for details on using other word processors. You must have EndNote and Word installed on the same computer, with EndNote installed after Word.

Instructions on how to use Cite While You Write are given in the EndNote manual. Basically, it involves these steps:

1. Open both Word and EndNote. In EndNote, open the Library that contains the desired reference(s).
2. In your Word document, click at the point where you want to insert a reference.
3. Go to EndNote. Select the desired reference.
4. Go back to Word. Under Tools, select Insert Citation.

This will insert the reference at the desired location in your text, using the Output Style selected in EndNote's Style Manager. The full bibliographic citation will appear at the end of your document. See the EndNote manual for other options when using Cite While You Write.

Getting Started with EndNote Web: Any current GW faculty, staff member, or student can create an account and store references in EndNote Web. You must log in the first time via Web of Science, and click Sign in to access EndNote Web in the lower right-hand corner of the screen. Follow the steps given there to register for your personal account. Subsequently, you can log in from the EndNote Web homepage on any computer with an Internet connection, or use the browser toolbar to go there directly.

Feel free to contact the EndNote Support Team (EndNote@gelman.gwu.edu) with any questions about EndNote Web.

Purchasing EndNote

The stand-alone version of EndNote for your computer is available for purchase through the GW Bookstore and from many sites on the web. An academic discount is available.

If you have questions about using EndNote with any of the ALADIN databases, please contact the EndNote Support Team (202-994-2250).