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EndNote - The "X" Series (Desktop)

A bibliographic management tool which imports and stores citations from our Library's wealth of electronic databases, and facilitates writing papers.

Notice

Update: Nov 24, 2016

This information on this page supplements our EndNote Level II: Advanced Techniques for Systematic Reviews workshop.  This section is currently still under construction and more content will be added throughout 2017.

If you have any comments/suggestions for this page, please email vincci.lui@utoronto.ca

Working with References

If you want to screen your references in Excel, you will have to save them as a text file before exporting them into an Excel spreadsheet.

Below are two modified output styles that help export your references into Excel. To save these styles to EndNote, follow these instructions:

  1. Double-click one of the output style files below (Options A or B) to download and open the file.  EndNote will open.
  2. In EndNote, go to File & choose Save As.  The name will appear as Tab_Delimited_ExportFromExcel_TitleAbstractScreening Copy. (You can choose to rename it if you want).
  3. Click Save, and then close the style.
  4. Go to the Output Style drop-down menu in the top left, and then click on the "Select Another Style..." 
  5. Find the name of the style you just saved (e.g. Tab_Delimited_ExportFromExcel_TitleAbstractScreening Copy), and then click Choose.

Note: After exporting results into Excel, some data cleanup may still be required.

You may want to use a systematic review program to screen articles by titles and abstracts.  EndNote is compatible with many of these programs, and references in your EndNote library can be transferred into the following ones:

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Sharing References

There are two main ways that you can share your library with other team members:

a) Saving and sharing a Compressed Library file (creates a zipped .enlx file that can be saved to a USB key or emailed as an attachment)

b) Syncing and sharing a library via your EndNote Basic online account (with up to 14 people)

The video below shows how library syncing and sharing via EndNote Basic works:

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Using References in Your Papers

Some citation styles may require that you cite journals using their abbreviated journal title (rather than their complete title).  Below are steps on how to modify an output style to automatically insert an abbreviated journal name instead of its full title in your final reference list:

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