Here are the written instructions:
You may come across a journal title that is not on the journals term list. You have two options:
Adding a Term Manually (Recommended for Faculty and advanced EndNote users):
Changing the Journal Title Manually (Recommended for one-time users of a journal):
In APA, titles are cited in lowercase format, aside from the first word and proper nouns. Sometimes, when citations are downloaded from the database, each word in the title is capitalized. Watch the video below to see how to convert the titles to the correct format using the least amount of effort.
Want to create a bibliography of all the citations you've used in a paper? Highlight the citations in your library. (Edit > Select all to highlight your entire library or a group.) Double-check that you've selected the right style from the dropdown box in EndNote. Then, go to Edit > Copy formatted. Now, navigate to where you'd like to place your bibliography. Right-click or use ctrl + v to paste the bibliography into your paper. Now, you can format the bibliography using regular word commands.
Need to export your sources into a XML file to use in your systematic review software, like Covidence?
First, select the group you'd like to export. Below, I have the "Data Resources" smart group highlighted. Want to export your entire library? Just highlight "All References," the first tab.
Then, go to File > Export. In the pop-up box, give your file a unique name, specific to that group. Save it as type "XML (.xml)" from the dropdown box. Below that, select to show all fields in the output style box. Also, note where you are saving this file at the top so you remember where to find it later! This example will be saved in the Downloads folder. Click "Save".
You can now upload the XML file into your systematic review software!
Discover EndNote AFTER you've finished your paper? Unfortunately, it's not easy to get your citations into EndNote from Word. Here's a PDF explaining three options for getting your bibliography into EndNote from Word. Or you can use this video to create your own filter in EndNote to import an unformatted text document, if you plan to import bibliographies often!
Before you make any major changes to your library, like adjusting settings or sharing your library with someone, it's best practice to create a backup copy, just in case something goes wrong. Compressed copies are also the best way to email your library! (Note: The recipient must have the desktop version of EndNote to view the .enlx file.)
To do this, go to File > Compressed Library (.enlx)...
Create a copy with or without file attachments, i.e., including or not including any PDFs you've attached through Find Full Text. You can either create a copy of your entire library, a smart group, or only the references you currently have highlighted.
Next, choose a location to store your compressed library. You can save a copy to your computer, a flash drive, the Cloud, etc. (Note: Only save backup copies of your library to flash drives or the Cloud. Never work on a copy you've saved to these locations, as they mess with the sync capabilities. If you'd like to use a backup copy as your working copy, download the backup copy back onto your computer into your documents folder and work on it from there. Don't forget to make a new backup copy!!)
Making backup copies is especially important when you've shared your library with other users. If they delete an important citation or a PDF you spent hours annotating, you'll be able to recover it from your backup copy!
It's best to make backup copies of your library frequently. EndNote has its own syncing service, but the more copies there are, the better. Save a backup copy in a separate physical location, i.e., don't save your only backup copy to your computer, because if your computer catches fire, both copies will be gone! Save a copy to the Cloud and/or a flash drive and/or another computer.
If you'd like to backup a copy to use in the future in another citation manager or make a file to send to a non-EndNote user, go to Edit > Select All to highlight all of the references in your library or highlight only the references you'd like to include. Then, go to Edit > Output Styles > Open Style Manager. Scroll down until you find "RefMan (RIS) Export". Now, this will appear where your citation style usually is located. Go to File > Export and save a .txt file of your citations in RIS format. The file will now be readable by most citation managers.
Didn't find what you needed?
Install & Set-Up has information on syncing, finding full-text, and setting EndNote as your default citation manager.
Exporting from Databases has step-by-step instructions (with screenshots!) on how to download citations from popular and tricky databases.
Help has answers to frequently asked questions.
Use the EndNote manual to read more about the program.
Ask-a-librarian if you still need help!