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Quick Reference Guide - PDF

Quick Reference Guide (PDF) (8 pages)

  • Create an EndNote Library
  • Import PDFs
  • Import references from Web of Science
  • Organize references into groups
  • Sync and Share your library
  • Insert references into Word documents
  • Find full text  

More Help - PDF and Text

EndNote X7 Little How-to Book (PDF) (103 pages) includes instructions for:

  • PubMed Direct Export
  • Setting EndNote to "watch" a folder for new PDFs to automatically import into EndNote (PDF Handling)
  • Detailed instructions for tasks in the Quick Reference Guide listed above
  • How Not to Share an EndNote Library (Hint: avoid flash drives, Dropbox, Sharepoint, Box, Google Drive, Amazon Cloud and other cloud storage)
  • How to Share an EndNote Library

Direct Export Notes: Tips for other databases and journal publishers that use Direct Export, including Google Scholar.

How to Use EndNote in 7 Minutes - Video

UVM Note: This video demonstrates two methods for searching by subject in PubMed. In our experience:

  • The Direct Export method works best for Subject searches.
  • The Online Search method works well for Author and Title searches, especially for known articles.

More Help - Video

Highlights from EndNote's Getting Started Guide

Create a Library

  • Quickly and Easily Create Your Library (2:44 minutes)
  • How to Use the Buttons on Your EndNote Toolbar (text)

Add References and PDFs

  • Add References Through Online Search and Direct Export - UVM Note: Direct Export is preferred over Online Search for subject searches. (about 3 minutes from How to Use EndNote in 7 Minutes)
  • Import PDFs (about 6 minutes in a longer video)
  • Find Full Text References and Attach (about 5 minutes in a longer video)

Manage a Library

  • Create Groups to Organize Research (about 5 minutes in a longer video)
  • Add File Attachments (text)
  • Annotate PDFs (2:02 minutes)

Cite While You Write: insert references into a Word document (about 2 minutes from How to Use EndNote in 7 Minutes)

Share Libraries and Groups (text)