Endnote Page includes Reference Management Software Evaluation, formats, tutorials, useful web pages

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Contents

• Evaluation (last revised April 2005
• Tutorials (last revised Nov 2000)
• Z39.50 Connections (last revised January 2004 with University of Bristol Aleph connection,
• Formats (last revised 27 Sep 2001 with Web of Science (Knowledge) Info, Nov 2000 with Endnote formats)
• Upgrades (last revised July 2005)
• Getting references into and out of Endnote and Papyrus
• Useful Web Pages (last revised October 2001 with Web of Science (Knowledge) Info and details of BIDS ISI, BIDS Embase closure)

Installation

EndNote 5 is compatible with Word 95, 98, NT, and 2000.

• In general, users who have Windows NT or 2000 tend to have the most problems configuring EndNote. This is because of the security settings within Win NT and 2000. EndNote 5 MUST be installed under the user's profile, not under an administrator's profile, and the user must have at least power user rights during the installation, or the proper registry settings will not be made. Along with this, the Cite While You Write files normally go in the Word startup folder if you are using Word, the connection logging file and the folder in which search queries are saved go in the \\Application Data\EndNote folder, and the installation makes changes to the Word Normal template. If the user does not have the rights necessary to write to these files and folders, they may have problems running EndNote.
• Endnote 6 seems to affect Word, i.e. Word is extremely slow to respond to the point of not working at all. Endnote Technical Support stated that the problem is associated to a memory leak within a specific add-in file that is installed for Word XP. Follow the following instructions to replace the problematic add-in file, with an alternate-
  • In Word go to Tools/ Options/ File Locations, select Startup and click the Modify button. Note the path to the Word Startup folder as indicated under the Look In dropdown box at the top of the window.
  • Now cancel out of this window, close Word (and MS Outlook, if running), and navigate to this folder through Windows Explorer or My Computer. (Note: If you cannot find the specified folder your windows preferences may be set to hide the folder. In Windows Explorer go to Tools/ Folder Options/View tab and make sure that "Show hidden files or folders" is selected.).
  • You should have at least two files in this folder: EN6Cwyw.WordXP.wll and EN6CWYW.dot . Remove EN6Cwyw.WordXP.wll and place it on the desktop.
  • Now navigate to the EndNote 6 program folder (typically C:\Program Files\EndNote) and locate a file called EN6Cwyw.wll. Make a copy of this file and paste it into the Word Startup folder.
  • Now start Word again and try to reproduce the problem. You may carry out what they suggest but still find no change to the Word problems.

Evaluation (Top of page)

• Brief comparison between Endnote and Biblioscape
• Evaluation of Windows 3.1 and Mac Reference Management Software (Jan 98, revised Jan 99)
  compares Papyrus with Endnote, Pro-cite, Reference Manager, Idealist, GetARef, Citation 7. Revisions related to Reference Manager and Pro-Cite- new supplier details, and hidden costs avoided
• Evaluation Reference Management Software for Windows NT (July 1999, revised Apr 2001 concerning Biblioscape upgrade, July 2000 concerning supplier of Endnote).
  compares Papyrus with Endnote, Pro-cite, Reference Manager, GetARef, Citation 7, Bibliographic, Biblioscape, Library Master, Scribe, Refs.
• Research Toolbox evaluationMarch 2000
  Research Toolbox review by Rosalind Johnson (South Bank University), Dr Simon Charlesworth, CambridgeSept 2000
• Scholars Aid evaluation April 2000
• Refworks evaluation (reference manager using a browser) June 2002 (updated September 2003)
• WriteNote evaluation (reference manager using a browser) May 2003
• An evaluation of WriteNote (reference manager by Endnote suppliers using a browser) will be available in January 2003 just before the launch

  Other comparisons(Top of page)

  • Bibliographic Software Reviews. Bibliographic Software: UK Online User Group (UKOLUG) pages give a general introduction to personal bibliographic software, and information about some of the different packages available
  • Bibliography Formatting software- comparison between ProCite, Endnote, Reference Manager and Papyrus
    by Francesco Dell'Orso, E.S. Burioni Ricerche Bibliografiche via an evaluation grid. This 11th edition (January 2005) includes:
    
    a) Reference Manager 11 for Windows network edition
    b) EndNote v. 8 (Windows and Macintosh)
    c) Minor amendments
    
    thus presenting a head-to-head comparison between:
    • Library Master (Windows 4.15)
    • ProCite (Windows and Macintosh 5)
    • EndNote (Windows and Macintosh 8)
    • Reference Manager (Windows 11)
    • Papyrus (Macintosh 8)
    • Bookends (Macintosh 7.7.3)
    • Biblioscape (Windows 6 - Professional Edition)
  • Comparison between ProCite, Endnote, Reference Manager
    Biblio Tech Review

Tutorials and Reference documents (Top of page)

• endnote6-t1. Introduction to EndNote6 - reference guide (23 pages) ( pdf  , Word  , archive )
• RISI Endnote tutorials
• McGoogan Library of Medicine tutorial and guides to searching
• University of Glasgow
• University of Notre-Dame: EndNote Companion. This is a very comprehensive site, produced by the University of Notre-Dame, which provides much information to support EndNote. It includes an online tutorial and information about connection files and filters

Z39.50 Connections (Top of page)

• University of Bristol Aleph catalogue connection. Put this file in c:\Program Files|EndNote\Connections
• Question: EndNote 5- I cannot connect to PubMed or WOS (http-based connections). Do the instructions for configuring the PubMed or Web of Science / WOS connection file for use with a Proxy Server (pg. 451-452 of the EndNote 5.0 manual) still apply?
  Response: For EndNote 5 you must have Internet Explorer version 4 or later installed on your computer for the http-based connections to work.
  The EndNote 5 manual's instructions for configuring the connection file via a proxy server are wrong (in the first printing of the manual). Users should *NOT* have to modify the connection file in order to use either PubMed or WOS through a proxy server.
  If Internet Explorer is configured for use with a proxy server, the http-based connections should simply work.
  27 January 2004: This is some information to help you with queries related to Endnote, accessing the Bristol catalogue via Z39.50 , Blackboard and Web of Science since the upgrade to 15.2.4.
  Endnote: The port has changed from 9929 to 9909.
  Blackboard and Web of Science The syntax to link to individual records is as follows:
  http://www.lib.bristol.ac.uk/F?func=find-c&ccl;_term=ISBN=0198559615
  (book record)
  http://www.lib.bristol.ac.uk/F?func=find-c&ccl;_term=ISSN=0276-7333
  (journal record)
  Information on improved functionalities and known problems about the new catalogue can be found on
  http://www.bris.ac.uk/is/projects/librarycomputersystem.html (you may need to use Refresh or Ctrl+Refresh to see the changes)
• Question: How do I import found references from ISI's Web of Science (Web of Knowledge) or Current Contents (CCC) or BIOSIS into EndNote? Are there z39.50 connections to ISI databases? Is there a direct download feature?
  Response: EndNote 5 is the first version of EndNote to have a connection file for Web of Knowledge or CCC.
  EndNote 4 and 5 also have direct download ability from Web of Science, Current Contents, BIOSIS, and OVID into EndNote. After doing a search for the records you want (eg. AT THE WOS SITE), mark them, and then click on the "Export" button. EndNote should start automatically and ask into which library you want to import the data. Success may also be determined by what version of Windows you are using, network or standalone, the browser and version you use, if you are accessing the internet via a proxy server/firewall, (specific error messages) -
• BIDS databases:
  • It is not possible to access BIDS PsycInfo diectly with z39.50 using EndNote.
    to import records from NISS/Ovid Biomed PsycINFO:
    1/ Connect to PsycINFO via NISS, not through EndNote itself.
    2/ Run your search.
    3/ Save it to a floppy -- Choose the following options: Fields: Complete Reference Citation Format: Direct Export
    4/Open up your EndNote Library
    5/Click on File and then choose Import (NOT Import Filters)
    6/Change the Import Option by clicking on the down arrow at the end of this box. Choose Other Filters. You will then see a long list. If you select the logical choice: PsycINFO Ovid you find that only the journal references were imported. If you try PsycFIRST Ovid filter all were imported, including dissertations and books. So, use PsycFIRST Ovid.
    7/ Choose the File -- the one on your floppy
    8/ Click on Import
    9/ A box should appear listing the references about to be imported, so that you can check them, modify whatever.
    10/Close the box and they should appear in your Library.
    The instructions are on p.p 116-125 of the EndNote 5 manual.
  • To Import from BIDS-ibss:
    Perform your search at the BIDS-IBSS site, mark the records as appropriate, EXPAND them, select the "email the results to yourself" option, as full records and more importantly in DOWNLOADING format. "Export" the emailed results as a text file to a folder/the desktop etc. on your system.
    Old BIDS IBSS connection file should be replaced by new (December 2002) BIDS IBSS connection file
    Use the "Import" option in Endnote and the "ibss" filter ibss.enf

    Using this "indirect" method of getting information into Endnote at least means more information can be accessed and gleaned from the BIDS site, compared to the "direct" method below using the connection file which is very limited in the information that it searches and retrieves (hence the improvements that need to be made and the info needed from other sources).

    More details about Accessing the BIDS IBSS Service using the Z39.50 protocol and searching on publication date

  • Ingenta have a z39.50 service for embase/BEI & ERIC, the connection details are :

    1) beta.bids.ac.uk ( 193.63.84.15 )
    2) port 210 (the standard z39.50 port)
    3) embase/ERIC (depending on which service you wish to access).

    For access to the IBSS service the connection details are :

    1) chopper.bids.ac.uk
    2) port 2210
    3) IBSS

    In order to access the services you will need an ATHENS username which has authorisation to access these services.

• Web of Science (Web of Knowledge): Please note that Web of Science changed to Web of Knowldge in August 2003 and the some bits of the web site changed from wos.mimas.ac.uk to wok.mimas.ac.uk You can search the Web of Science through EndNote if your institution is a subscriber. This is also true for other databases that are searchable in EndNote, such as Ovid, SilverPlatter and OCLC.
  Question: Can I search any version of the Web of Science through EndNote 5?
  Answer: EndNote 5 includes a connection file for the ISI Web of Science V4.3.2 (scheduled for release the week of June 18). This connection file will not work with the earlier versions of WoS. Those users who are currently accessing the Web of Science on any of the ISI hosted servers need not change anything. The default settings should work for you.
  • For intranet Web of Science installations users will need to obtain the correct local Server Address (woc.mimas.ac.uk) and Custom information from your local Web of Science administrator.
    27 Sep: Access to the ISI Web of Science Service from EndNote5 is now working. Please see the settings required at:
    http://wos.mimas.ac.uk/biblio_faq.html#Endnote
  • Then change your connection file as follows:
    • Change the content of the "Server Address" field to point to:
      wos.mimas.ac.uk
      where Your server address is the address of the local server where your institution's Web of Science V4.3.2 is installed
    • Change the content of the Custom field to point to:
      YourPath?GWVersion=2&SrcAuth=ISIResearchSoft&SrcApp=EndNote
      whereYour Path is the path to where your institution's copy of the ISI Gateway V2.5 software resides.
      For example, if Your Path were "gateway/gateway.cgi" then the Custom string should read:
      gateway/Gateway.cgi?GWVersion=2&SrcAuth=ISIResearchSoft&SrcApp=EndNote&DestApp=WOS
      For information on how to obtain Web of Science V4.3.2 and Links Gateway V2.5 contact ISI Technical Support Help Desk.
      The EndNote 5 connection files will currently work with the Web of Science. However, in the UK or other countries you may need to edit the connection file to connect to your local Web of Science server. The connection file that ships with EndNote 5 connects to the main WoS server in Philadelphia, and that server is probably going to recognize your IP address or passwords.

      With the change from Web of Science to Web of Knowledge in August 2003, the best advice is always to search from within Web of Science (it's still there inside Web of Knowledge!) and then use "Export to reference software" to import into EndNote, as you can get a much more sophisticated search strategy that way. The WoS connection file supplied with EndNote is, I think, still to the US one which is not what people want.
      To edit the server address in the connection file

      • select File>Connection Files>Open Connection Manager
        and then open the Web of Science file for editing.
      • Click on Connection Settings in this dialog window.
      • Replace the address currently showing in the Server Address field with those of your local server. You should be able to obtain the local server's address from your institution's university library. You efforts to connect to WoS could also be impacted by the presence of a proxy server (see below).
      The problem with ALL of the connection files timing out sounds like you are hitting a firewall and/or proxy. The PubMed and ISI Web of Science connection files use the http protocol and port 80, just like your web browser. All of the other connection files use the z39.50 protocol and various other ports, with the most popular ports being 210 and 7090.
      To go through a firewall you will need to have your network administrator "open" that port for you. Your adminstrator may have all the ports you need to use blocked. So the difficult part of the solution for most connection files is talking your network administrator into giving you access.
      The PubMed and Web of Science files interaction with your proxy is more complicated. EndNote 5 uses the information stored in your Windows Internet Options settings to negotiate its way through your proxy. For these settings to work properly you must--
      • Have Microsoft Internet Explorer installed on your system. You do not need to use IE as your browser, you just need to have it installed. This is because installing IE is the only way to install one of the Microsoft files necessary for EndNote 5 to work through a proxy.
      • You must have your proxy settings set correctly in your Windows Internet Options. Select Start>Settings>Control Panel>Internet Options>Connections>LAN Settings to access the proxy settings dialog. You should use a numerical IP address for your proxy server's address, not something like "proxy.isiresearchsoft.com." You will need to check with your network administrator for detailed information on how your proxy settings should be set up.
      • If you do not have an ascend registration you may have access problems while working from home. An alternative might be to try the authenticated proxy service (see information at http://www.bris.ac.uk/is/services/computers/nwservices/webcache/auth/ for more details); it might or might not help, but it may be worth giving it a try.
        Additional details to what's documented: EndNote uses the IE proxy settings, so you need to configure IE with the autoconfig URL. Secondly, because EndNote is not a web browser, you may need to request the proxy password separately; use the form at https://wwws.cse.bris.ac.uk/cgi-bin/cacheauth.pl for this.
• Zetoc (Electronic Table of Contents from the British Library) provide a Z39.50 interface
• Edina are making available an EndNote filter and a connection file for EDINA EI Compendex. These are now available at: http://edina.ac.uk/compendex/downloads.html Please contact them with any comments. It is their intention to add ProCite and Reference Manager filters and connections files in future.

• Endnote Formats provided by ISI (the parent company)
• Web of Science (Web of Knowledge)Instructions for Web of Science to Endnote
• Uncover@ingenta use Endnote BIDS formats
• Ingenta Medline use Endnote BIDS formats
• British Education Index use Endnote BIDS formats
• Eric use Endnote Ovid formats
• International bibliography of the social sciences (IBSS) use Endnote Ovid formats

• The University EndNote Course is being revised to version 9. It makes it a bit longer. In addition, Paul has re-created bungee.enl with consistent subject headings and WoS links, and we should use this version of the file in C:\User\EndNote for future training. (You can use this version, for example, to create an impressive subject-headed bibliography.)
• University of Queensland library have produced a guide to the new features in EndNote 9. It is available on their website at: http://www.library.uq.edu.au/endnote/new_in_endnote9.html
  Most of the development work in EndNote 9 has been devoted to fixing bugs in EndNote 8. There is not much new functionality in EndNote 9. It seems likely that users of EndNote 8 will benefit by upgrading to EndNote 9.
  Users of EndNote 7 should look closely at the new features in EndNote 9 and EndNote 8, and decide if they would benefit from upgrading. To refresh your memory about new features that were introduced in EndNote 8, see their guide at: http://www.library.uq.edu.au/endnote/new_in_endnote8.html
• EndNote version 6 included some major advances. Figure lists can be created. The new Microsoft® Word templates help you to create Manuscripts to meet the requirements of a huge range of publishers. You can also import references directly from other colleagues' papers to use in your own EndNote library. As you create your own bibliographic database, there is virtually no limit to what you can catalogue, including standard references, images, sound files, application files, charts, equations and figures. Comprehensive information about the new features

• if they are all articles use a format such as Web of Science or BIDS ISI to export the references from Papyrus and then use the Web of Science or BIDS ISI format to import into Endnote
• risout.flb Format for exporting Papyrus references to Reference Manager or ProCite (10k, last updated 4 Feb 98). One can use Reference Manager format to import into Endnote
• There is also an Endnote format in bristol Papyrus format library
• ris.flb Formats for importing from Reference Manager or ProCite to Papyrus
  (32k, last updated 11 Nov 99)
• Adept Science (October 2004) has also written a article on importing an existing reference collection into EndNote

Useful Web Pages (Top of page)

• Harvard is the BS4821 style for publishing dissertations.
  • Bournemouth Guide to Citing Harvard style
  • Suggested Standards for citing electronic sources (The International Standards Organization National Library of Canada, Ottawa)
  • Bournemouth Guide to Citing Internet Sources
• Adept Scientific supply Endnote and give training courses and provide quarterly newsletter
• University of Queensland Endnote site. Very informative
• explains how to export references from Papyrus v7 into EndNote
• BIDS web page. Read the BIDS news page to find out the latest news about the successor to BIDS-ISI. BIDS-Pascal will be available from September 1999.
  BIDS ISI closure details 31st July 2000
  The Embase service at BIDS will end on 31 October 2001. For more information about the 4 service providers offering access to Embase from 1 November, please see:
  http://www.jisc.ac.uk/dner/collections/embase.html
• ISI Web of Science (Web of Knowledge) web page.
• Journal names and Abbreviations. Index Medicus
• Journal formats. Click on journals for example and then for each journal you get citation format for the author submitting an article
• International Standards Organisation (National Library of Canada, Ottowa) advice on citing frequently used types of electronic document