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Occupational Therapy - Dallas

Occupational therapy research guide for TWU Dallas students, faculty and staff.

EndNote

‚ÄčEndNote has all the usual features a citation manager normally has, such as a bibliography maker. It also has a nice feature called "Match," which you can use to find possible journals to publish your articles in. On the downside, the "Cite While You Write" plug in will only work in Microsoft Word.

How Do I...?

  1. Use the link above to register for a free Basic account.
  2. Go to your email and click on the link to activate your account.

Some databases will directly upload citations to EndNote; others require the download of a file to your hard drive that is then imported into EndNote.

Direct Import (from CINAHL)

  1. Select the articles you wish to upload by clicking on the folder icon next to each title.
  2. Click on the folder icon at the upper right of your screen.

Screen shot of Cinahl database with arrow 1 pointing to article selection next to the title of the article and arrow 2 pointing to the folder in the top menu where selected articles get stored after selection

  1. Once in the main storage folder, re-select the articles you want to upload to EndNote.
  2. Click on the Export icon.

Screen shot of Cinahl with arrow 3 pointing to selected articles at the left, and arrow 4 pointing to the Export icon at the right

  1. Double check to be sure that the database is set to output to EndNote.
  2. Click on Save. A separate window with EndNote will pop up and, after you sign in, your citations will automatically be uploaded.

Note: The direct method works better with a small number of citations. If you're uploading a large number of citations, we recommend that you use the indirect import detailed below.

Indirect Import (from PubMed)

In PubMed

  1. Select and click on the citations you wish to upload
  2. Click on the "Send to" icon.

Screen shot of PubMed with arrow pointing to a selection of citations and the 'send to' icon

  1. Click on "Create file."
  2. By default, the file will be sent to your hard drive's Downloads folder. You can choose your own storage location if you prefer.

Screen shot of PubMed with arrows pointing to 'create file' icon and the downloaded file located on bottom left of the screen

In EndNote

  1. Click on the "Collect" tab.
  2. Select "Import references" from the sub-menu.
  3. Click on "Choose file" and select the file of citations created by PubMed (or another database). 
  4. Scroll through the list of import options for the different types of file formats. Most databases such as PubMed, CINAHL, etc., will be listed; to select those, scroll to or type in their name. For generic .RIS files, select "RefMan RIS."
  5. Choose the destination folder where you want your uploading citations to be stored.
  6. Click on "Import."

Screenshot of Endnote with arrows pointing to 'collect', 'import citations', fields 'file', 'import citation', and 'to'

Create Folders (Groups)

  1. Click on "Organize."
  2. Click on "Manage My Groups" from the submenu.
  3. Click on the "New group" to create a new folder for a group of your citations.

Screen grab of EndNote showing how to click on Organize at the top of the screen, Manage My Groups in the submenu, and the New Group button that appears.

  1. To add citations you have already uploaded to your new folder, return to "My References." Use the click boxes on the left to select the citations to add to the folder, then select the folder of your choice from the pull-down menu. The selected citations will be added to the folder you chose.

Sharing Folders (Groups)

  1. From the "Manage My Groups" page (found under "Organize"), select the folder you wish to share.
  2. Click on "Manage Sharing" to share the selected folder.
  3. A new page will open, titled "Manage Sharing" for your group name. If you have not yet shared the folder with anyone, click on "Start sharing this group." If you have, click on "Add More" to add more people to your list.
  4. On the pop up that appears, type in the email address(es) of the person/people you want to share the citations with, and click on "Apply" to share.

Screen grab of EndNote showing how to share groups with other collaborators

  1. Click on "Format."
  2. Select "Bibliography" from the submenu.
  3. Use the drop-menus to refine your selections:
    1. For "References," select the folder of citations you wish to make into a bibliography.
    2. For "Bibliographic style," choose the citation style of your choice, e.g., APA 7th or MLA  8th.
    3. For "File format," select the output of choice, e.g., rich text format. You can also use the "Preview & Print" button to open a pop-up window where you can copy the output and then paste it into a document.

Screenshot of Endnote pointing out the Format choice in the top menu, Bibliography in the sub menu, and the options for creating your bibliography

Note: No automatic bibliography creator is perfect. Make sure to check each citation to confirm that the capitalization and punctuation is correct, based on the citation style for your assignment.

In EndNote

  1. Click on "Format'."
  2. Click on "Cite While You Write" from the submenu.
  3. Download the add-on to your Windows or Mac and install it.

Screen shot of Endnote pointing to the Format option in the header menu, the Cite While You Write Plug-In selection, and how to download the software.

In Microsoft Word

  1. Click on your new heading tab for "EndNote."
  2. Log in to EndNote via the pop up box using your account details.

Screen shot of Microsoft Word demonstrating the cite while you write function

  1. You can now link to all your saved citations in EndNote as you write your paper.

Note: No automatic citation creator is perfect. Make sure to check each citation to confirm that the capitalization and punctuation is correct, based on the citation style for your assignment.

Use EndNote's "Match" function to find possible journals for publication. The function uses the information you enter to mine through journals collated by its parent company, Clarivate, and find ones that "match" and publish articles similar to yours. There are two ways to find possible journals.

Similar Publications

  1. Click on "Match."
  2. Type in a journal name or ISSN, or even a keyword.
  3. Click on "Search journals" to see a list of publications related to that topic or journal.

Similar Manuscripts

  1. Click on "Match."
  2. Click on "Match Manuscript."
  3. Copy and paste the title and abstract from your paper (or a similar paper) into the relevant fields.
  4. Click on "Find Journals."