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Training for 600? No Problem!

Endnote Citation Manager

Featured Library: Lake Washington Technical College

Regional News

Executive Board Directory
 


WA/ACRL Home Page


The EndNote Citation Manager from Thomson:
Introduction and Web Resources

by Doug Calman

EndNote, like its close cousins ProCite and Reference Manager, is a citation manager from Thomson ISI ResearchSoft currently at version 8.0.2* It is a bibliographic database management program which enables you to:
  • Connect directly to Z39.50-compliant Servers at Publisher websites, search major bibliographic databases using EndNote’s own search engine, then download selected references to EndNote “libraries” on your pc. Many academic libraries also provide Z39.50 access to their online catalogs or WebPACS. EndNote uses “connection files” for this; they are managed in the Connection Manager where you can edit settings such as Server name or ip address, port number, username and password. Visit your local Library System’s office for such settings, which are customized for each institution. “Connection files” are specific to each database vendor’s version of a database; new ones can be downloaded at the endnote.com website.

  • Search major bibliographic databases at library websites using their native search engines (instead of EndNote’s own search engine), then email selected references to yourself which can then be saved as plain text files and imported into your EndNote libraries using “import filters.” Import filters are specific to each database vendor’s version of a database; new ones can be downloaded from the endnote.com website. EndNote uses a Filter Manager to store and keep track of the import filters which you use.

  • Search major bibliographic databases at library websites, then “direct export” desired references into EndNote libraries using a standard file format such as .RIS For this to work, EndNote has to be installed on the same pc from which you are using a web browser to search the library website.

  • Manually enter data from citations into EndNote libraries. An image file can be inserted into an EndNote record, as well as URLs and links to files in other locations. EndNote supports SFX links\ Open URL. Predefined data-entry forms called “Reference Types” handle most document types.

Once you have used one of the above 4 methods of getting the data into your EndNote libraries, what can you do with it?
  • Share it with other librarians for projects. You can create a subject bibliography, format it in thousands of different output styles, and cut and paste it into MS Word, for example. Output styles are stored in the Style Manager and may be customized.

  • You can run searches against your own EndNote libraries while offline. You can search subsets of references, and save search strategies to load and run again.

  • In a process called Cite While You Write, EndNote references can easily be inserted into MS Word or WordPerfect footnotes or endnotes. In addition, many predefined MS Word manuscript templates are supplied with EndNote with formatting set up for a particular editorial style.

EndNote 8.0.2 is available on the web with academic pricing of approximately $170 for faculty and $105 for students. You may need to provide college/university identification to get the discounted prices.

* Version 7.0 was very stable, version 8.0 as introduced was considered buggy, but significant corrections have been made via patches up to version 8.0.2

Websites Comparing the Thomson Citation Managers

Thomson’s ISI ResearchSoft website:
http://thomsonisiresearchsoft.com/compare/

McGill University Health Sciences Library:
http://www.health.library.mcgill.ca/resource/bms.htm

Purdue University Library:
http://www.lib.purdue.edu/intranet_new/uit/inst/citation_managers/choose.html

Francesco Dell’Orso’s “Bibliography Formatting Software: An Evaluation Template” at:
http://www.burioni.it/forum/ors-bfs/text/index.html
(11th edition, January 2005)


Citation Manager Discussion Groups\Listservs:

Bibliographic Software Board at:
http://www.researchsoftware.nl/kb/


EndNote.com Interest Mailing List at:
http://www.endnote.com/support/en-interest.asp


U.S. Websites with Tutorials (some are mini-movies with audio tracks):

NIH Library:
http://nihlibrary.nih.gov/ResourceTraining/TrainingDescription.htm?ID=27#Tutorial

Berkeley Bioscience Library:
http://www.lib.berkeley.edu/BIOS/media/

UW Health Sciences Library:
http://healthlinks.washington.edu/howto/endnote/tutorial/

UNC at Chapel Hill Health Sciences Library:
http://www.hsl.unc.edu/services/tutorials/endnote/main.htm

University of California at Santa Cruz Library:
http://library.ucsc.edu/science/movietutorials.html

Northwestern University Galter Health Sciences Library:
http://www.galter.northwestern.edu/guides/endnote/index.cfm

WSU Owen Science and Engineering Library:
http://www.wsulibs.wsu.edu/science/endnote.html

Colby College Libraries:
http://www.colby.edu/library/research/instruction/endnote/endnote.htm

Australian Websites with Tutorials (some are mini-movies with audio tracks):

Interactive EndNote Tutorial at the University of Melbourne:
http://buffy.lib.unimelb.edu.au/learn/interactive/base.html

The University of Sydney Library:
http://www.library.usyd.edu.au/databases/endnote/endnote.html

Curtin University of Technology:
http://library.curtin.edu.au/viewit/

Australian Catholic University:
http://dlibrary.acu.edu.au/endnote/entutorials.htm

Queensland University of Technology:
http://www.library.qut.edu.au/endnote/tutorials.jsp

Doug Calman is a science reference librarian with the WSU Owen Science & Engineering Library.

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ACRL Washington Newsletter, April 2005, No. 56
© 2005 WA/ACRL