1. Open EndNote. When prompted, click “Create New Library.” Give your library a name, and save it where you can find it (Documents is good).
2. If prompted for updates, ignore them on lab computers. Administrative rights are required.
3. You should now see the main EndNote program window. There are two main ways to find references you wish to import into EndNote: by searching online databases through EndNote, and by exporting citation information to EndNote from a web browser.
a. To practice using EndNote to search online databases, click the globe icon at the top left of the EndNote window (Online Search Mode). Select PubMed (NLM), and search for “Stark, W.S.” in the author box. Note that you will not get the same results if you search for “Stark WS.”
b. Narrow the results by searching within the year “1982.” Select Dr. Stark’s publication in Science from that year, and copy it to your local library by clicking the fourth icon from the left, just above and right of the Search button.
c. Return to your local library by clicking the stack of books icon at the top left. The paper should be there. You can and download free full-text versions of papers easily in EndNote (if such versions exist). Do this now by selecting the reference, and then clicking the icon of a globe with a red arrow arising above the north Pacific and pointing to a paper (artistic interpretation).
d. If you double-click the reference, you can open it and view the attached PDF.
e. To practice exporting citation information to EndNote from a web browser, open your favorite web browser and go to Google Scholar. Search for “Stark WS 1977.” Follow the first link. You should now be on a page owned by the Journal of General Physiology. Click the link at left that says, “Add to Citation Manager.”
f. On the next page, click EndNote at left. The file should quickly be downloaded, and once you open the download, it will add itself to your EndNote library.
g. Every online database will employ a slightly different variation of this process, but the general principles are consistent.
4. You should now have two references in your EndNote library. Open Microsoft Word. You can use EndNote to conveniently and cleanly insert references as you write papers:
a. Click the EndNote X7 tab near the top of the Word window. Click “Insert Citation.”
b. Notice that you can change the Style in which References are displayed in the text and in the bibliography. Personally, I’m partial to “Numbered,” which inserts a number in the text and arranges your Bibliography according to the point in the paper that each source was cited. Try it!
c. EndNote will automatically format your Bibliography according to the style you’ve selected. This is immensely helpful, given the plethora of styles among scientific journals. If you consider using EndNote to help with formatting for interdisciplinary work, you’ll probably find it even more helpful.