EndNote W/ Library Databases

Objectives of Workshop

• Learn how to get records from databases into EndNote – Look at connections/filters • Learn what to do when the information doesn’t come in correctly • Learn how to connect to Online Documents from EndNote

Why use EndNote w/ Databases?

• Fast data entry • Fast data entry • Less Typing • Less Typing

Four Ways to Add Records into your Library 1. Type

information directly (We won’t do this)

2. Export/Import:

a two step process

3. Direct Export

(needs filter)

4. Direct Search

(needs connection file)

Getting Started

1. From Desktop, click the EndNote icon 2.

Select “Create a new EndNote library” (Say OK) 3. Save in: Desktop 4. Name it:

Yournametest.

Click “Save”

2. Export/Import

Two step process: 1. EXPORT Search database and save references.

(Save formats are on UCR Library website.) 2. IMPORT In EndNote,

File > Import

.

Choose File and select filter

1.

2.

3.

4.

5.

Export/Import

Practice

Part 1. EXPORT Search BIOSIS for

Italian bees

Check 5 records From the Citation Manager (bottom of screen): a. Select Field --Complete Reference b. Choose Format Result --

Reprint/Medlars

c. Click Save Click Continue Save on “Desktop” and name

italianbees

. Click Save.

(In BIOSIS, click on “Main Search Page” and minimize window.)

1.

2.

3.

4.

Export/Import

Practice

Part 2. IMPORT In EndNote, from

File > Import

Choose File…Desktop File name:

italianbees

.

Open.

Import Option (filter for database): BIOSIS Preview (OVID). Click Import.

To view all records:

References > Show All References

Exported Records

Filter

Direct Export

For Ovid and Web of Science Databases: 1. Search 2. Direct Export (In Citation Manager) 3. Save 4. Choose EndNote Library and filter (maybe)

1.

2.

3.

4.

5.

Direct Export

Practice

Search BIOSIS for

african bees

Check 5 records From the Citation Manager (bottom of screen): a. Select Field --Complete Record b. Choose Format Result –Direct Export c. Click Save Look in “Desktop.” Click on your EndNote Library. Click Open.

References > Show All References

(Logoff BIOSIS Database and close window.)

Tech Spec. on Direct Export

• Your browser has to know what to do with a .cgi file • Otherwise you can save the file and double click.

• Mac has more problems with this • If you change a filter, you have to maintain the exact name for DE (it is still using a filter)

4. Direct Search

• For some databases only • Library website has database specific instructions about connecting • Steps: From the toolbar:

Tools > Connect > Connect

Select database Search Select records and Click “Copy All References to”

Direct Search

Practice

1.

2.

3.

4.

5.

In EndNote Library, from the toolbar:

Tools > Connect > Connect

Select “BIOSIS Prev-all-(OVID)1.” Click Connect.

Select “Keyword” from drop down menu. Type in search for

Caucasian bees

. Click Search. OK to Results.

Click “Copy All References to”…Choose Library, Look in Desktop, Click on your EndNote Library. Click Open.

References > Find Duplicates

Direct Search Caveats

• Test results against Web Interface.

• You will need a connection file. If they are not working as expected, call the Library.

• If working from home, you will need to connect to the Library

via

VPN.

The Connection File

Edit  Connection Files

Tweaking the Connection File

• Connection Aspects – Server – Password • Search Aspects – Not getting the right results • Filter Aspects – Connect.log

– Change the “filter”

Links to Online PDF

• When databases have links in the records, you can import them.

• If not, you can hunt them down and add them • If articles are not online, you can point to your computer • ILL and Scanning.

Demonstration of links

• PsycInfo • ISI • My computer

Need More Help?

• Chart of database specific instructions available from the Library website • Ask a librarian • EndNote.com

• Users manual