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EndNote X4 Guide

Online Search Direct Export Manua Entry Groups CWYW & Templates Help
This guide is for using the PC version of  Endnote X4. There may be differences with other versions of Endnote
 You will  need to create an EndNote library to store your citations. The default title is MyEndNote Library. This name can be changed.
Online Search
Limitations of Online Search
 Only free resources such as  URSUS and  PubMed can use  EndNote to search  online  from any location.
Special Instructions for Downloading URSUS  Connection
1. If you did a default installation, you will not have the connection for URSUS.  You add the file.
2. The URL is
downloading new connections
3. Once you have downloaded the file, you will see it on the list of connections.
 Instructions for all  Online Searches  
1. Open or create an EndNote library
EndNote library default page
2. Click on the icon under Online Search to begin: To find UMaine the first time, click on "more."
3. Use the EndNote interface to search the resource.
 EndNote online search
4. You will need to click on the Confirm Online Search box. You can change the number of records to be shown.
Confirm Online Search box
5. Highlight any of the results you want to store in your EndNote library.
 EndNote online search results
3. Direct Export
1. Most databases allow direct exporting including: all  EBSCO databases, ISI (Web of Science, and Biosis Previews), IEEE, ACM Digital Library, and CABdirect.
2.The premise for all exporting is the same. You need to add a citation to either a folder or a marked list and then export.
Example of an EBSCO Folder
EBSCO folder
Example of an IEEE Marked List
Marked List results
3. Then go to the Folder or Marked list  and select the items. Locate and click on the Export button/link
Example of an EBSCO Folder with Items  
EBSCO export
Example of an IEEE Marked List with Items
Sometimes the Export function is labeled differently. For IEEE you select Download Citations and select EndNote as the form in the drop down menu
IEEE download citations button
4. The items from the Marked List or Folder will be sent to EndNote and you will be asked to select a library.
9. The records from the marked list will be imported into your EndNote library.
Manual References
1. You can enter references in the library manually for titles you have already collected by clicking References on the menu at the top of the screen and selecting New Reference. 
2. Select the Reference type  from the drop down menu and enter the in the information in the spaces provided.
3. Select the type of material you are going to enter. The default field is journal article.
Enter the information about your resources into the fields. 
EndNote X3 manual reference
1. References are originally brought into the All References category
2. Groups can be created to hold references. You can create groups by clicking on the Groups link at the top of the screen or by right clicking on a reference.
3. References can belong to more than one group.
CWYW & Templates
Manuscript Templates
1.In order to use Cite While You Write or Manuscript Templates you need to have the EndNote toolbar installed on Microsoft Word. This should happen automatically when you install  EndNote.
2.The default setting for citations is the APA 6th.  If you need a different form, you will need to change this in your EndNote library.  
3.To use Cite While You Write or Manuscript Templates you need to have both EndNote and Word open.
Cite While Your Write Instructions
endnote and word
1. Start in your Microsoft Word document.
2. Click on the Insert Citation icon to search your library EndNote Search Icon  or click on Go to EndNote to select a citation Go to EndNote Link
3.After clicking on the Insert Citation icon, you can enter the keywords to locate the correct item in your library
4. Click on the Insert button. EndNote insert button
6. After clicking on the Go to EndNote Link, you select the item you want and then click on the Red Arrow at the top of the screen EndNote Insert Arrow
Manuscript Templates Instructions
1. Start in the EndNote program.  Go to the Tool menu and select Manuscript Templates

2. Double click on the Templates folder

Endnote manuscript templates
3. Select  the manuscript template you want to use.
4. Once you have the template open follow from step 2 above (CWYW).
For individual help contact Cynthia Crosser. Email: Phone: 581-3612

Created by: Cynthia Crosser | Revised: 12/29/2014
5729 Fogler Library
University of Maine
Orono, ME 04469-5729
Phone: 207.581.1661 | Fax: 207.581.1653
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The University of Maine
Orono, Maine 04469