What is EndNote?
EndNote is a software program, available for Windows and Macintosh, used to manage bibliographic citations. Time-saving features allow you to transfer groups of references retrieved from online bibliographic databases into your EndNote database and create bibliographies in a variety of formats using Microsoft Word or WordPerfect.

How do I get EndNote?
The EndNote program is available for sale from Yale University E-portal, and other places where software is sold. You can Download a full-featured trial version of EndNote for free to try for 30 days.

A free Web version of EndNote is also available for the Yale community. See below for more information.

How do I use EndNote?
Attend a workshop at Sterling Memorial Library or the Medical Library. In addition, the following video tutorials are available:

• Endnote (Software version)
  • EndNote X Basics
  • Adding a Book or Book Chapter to your EndNote Library using the Orbis Connection File (4 min. 27 sec.)
  • Importing Orbis References to EndNote (2 min. 41 sec.)
  • Creating Independent Bibliographies (3 min. 20 sec.)
  • Inserting Citations into Word (6 min. 3 sec.)
  • Formatting, Reformatting, and Unformatting Your Paper (4 min. 18 sec.)
  • Exporting citations from EndNote for RefWorks (4 min. 18 sec.)
  • Exporting citations from RefWorks to EndNote (4 min. 20 sec.).
  • Using EndNote: Tips and Tricks - Part I (4 min. 10 sec.)
  • Using EndNote: Tips and Tricks - Part II (5 min. 1 sec.)
  • Adding a Known Article to EndNote Using PubMed Connection File (3 min 42 sec)
  • Importing PubMed Search Result into EndNote (3 min 04 sec)
• EndNote Web
  • EndNote Web Basics

Is EndNote available on the Web?
A free Web version of EndNote is available to the Yale community. You can register for an account at www.isiknowledge.com or www.myendnoteweb.com. You must register from a computer connected to the Yale network. A step-by-step instructional guide is available for using EndNote Web.

EndNote, EndNote Web, and RefWorks: Which one is for me?
See a comparison of these three products.

What is an EndNote Library?
A Library is a collection of references. When you open the EndNote program, you are asked to select a reference library. You can create multiple libraries, which may contain references for different papers or subjects.

How do I transfer groups of citations from a database search?
You can export groups of references from literature databases to your EndNote library. See the database instructions page for details.

Can I transfer references from Orbis (Yale Library Catalog) to EndNote?
An EndNote connection file is available that allows you to search Orbis through the EndNote program and transfer records from Orbis to EndNote. For more information, see the database instructions page.

Can I transfer references from my Orbis Bookbag to EndNote?
Yes, follow "Option 2" instructions for Orbis on the database instructions page.

How do I use EndNote with my word processer to create a bibliography?
EndNote installs commands in your word processor to integrate the two programs.

To use EndNote to cite references in a paper and then create a bibliography for the paper, you insert the necessary citations from your EndNote database into the text of your word processing document and choose a bibliographic style (e.g., APA or MLA). EndNote automatically formats the citations. If you are required to create footnotes and a bibliography, first use your word processor to insert a footnote and then insert a citation from EndNote. You will need to format your bibliography using a style that requires footnotes, such a Chicago or Turabian.

What bibliographic styles can I use to format my paper?
EndNote comes with hundreds of bibliographic styles (e.g., APA, MLA, Chicago) for formatting your citations.

Does EndNote work with non-Roman languages?
Yes, EndNote version 8 and on support Unicode, but previous versions do not.

Can I import Orbis records with non-Roman characters into EndNote?
Yes, follow "Option 2" instructions for Orbis on the database instructions page.

How do I transfer an existing reference list to EndNote?
If you have a list of references in word processor format, EndNote suggests several options for transferring them to an EndNote library: (1) create a custom tagged format to Import into EndNote (for more information, under the EndNote Help menu, see Contents--Importing Reference Data--Creating Text files EndNote can Import--Section on Creating a Custom Tagged Format); or (2) copy/paste each part of each reference into its corresponding field in an EndNote record template.

A better option may be to search your references in a database and import them to EndNote.

How can I setup "Yale Links" in EndNote to connect to full text articles?
"Yale Links" allows you to connect from a citation in your EndNote library to a full text article, if available. To setup, go to the EndNote "Edit" menu and select "Preferences." Select "URLs and Links." Click in the box for "Enable OpenURL." In the "OpenURL Path" box, replace the existing URL with this URL: http://sfx.library.yale.edu/sfx_local. Click the "OK" button.

To display "Yale Links," select a reference in your library. From EndNote's "References" menu, select URL and "OpenURL Link." A Web browser window will open with a link to the full text, if available. You can also choose to search Orbis for the book or journal.

Can I transfer references between EndNote and RefWorks?
Yes, follow the RefWorks instructions on the database instructions page to transfer references from RefWorks to EndNote.
Video tutorials are also available for transferring references from Refworks to EndNote (4 min. 20 sec.) and for transferring references from EndNote to RefWorks (4 min. 18 sec.).

Can I use EndNote with LaTeX and BibTeX?
For information on using EndNote with LaTeX and BibTeX see the University of Auckland Library help page.

Who can I contact for help?
General questions about EndNote can be directed to EndNote Technical Support. Yale users can contact Andy Shimp (Tel.: 432-7460). On the Medical campus, contact Jan Glover (Tel.: 737-2962).

© 2007 Yale University Library
This file last modified 10/03/07
Send comments to Andy Shimp