Hi, my name is Lei Wang, and I'm a librarian here at the Cushing/Whitney Medical Library at the Yale School of Medicine. In this series of videos, I am going to be showing you how to use EndNote, a popular citation management program. At the time of this recording, the newest version of EndNote is X7. I'll show you how to import references into your EndNote library using online databases, as well as how to manually create references if necessary. Then we'll learn how to use EndNote with Microsoft Word to insert citations and format bibliographies. Then we'll explore the use of EndNote as a PDF and full-text management tool. Finally, we'll learn how to properly share EndNote libraries with your colleagues and collaborators. Throughout these tutorials, I will be demonstrating EndNote X7 running on Mac OS X with Microsoft Office 2016. In most cases, it should not be difficult to figure out how to run it in a different environment, but I will certainly demonstrate other environments if the interface or the sequence of actions is significantly different. Before we proceed, I'd like to first introduce you to the EndNote interface. This is what you see when you launch EndNote for the first time. Obviously, I have put in some sample references. You have your toolbar on the top. If you don't know what these buttons do, you can hover your mouse over them, and it'll tell you what it does. Below the toolbar, you have your sidebar, and your reference list in the middle. In EndNote lingo, the collection of references as represented by an EndNote file is called a "library", so if you hear me talk about an "EndNote library", that simply means an EndNote file that holds a collection of references. This pane has the details of the currently highlighted reference, what that reference looks like if formatted with the currently selected style. Then on the right, you have your PDF view, if the the highlighted reference has a PDF attached to it. So that's the default view. You can change the view using the layout menu here. So these are your options for screen layout. I usually choose the "bottom split" view, where the details, the styled look and the PDF of the highlighted reference show up at the bottom instead of on the side. I find that a little easier to navigate. It's a personal preference, and you can choose whatever layout that works best for you. If you are working with limited screen real estate, you may not see as many toolbar buttons as I see here. So if I reduce the width of the window, you can see that I begin to lose buttons. Same thing with my PDF pane down here. They are not lost. They are simply hidden behind these arrows. So if click on the button, you can see that they are there as textual menu items. Another thing you can do is to customize what fields to display and how they display in your reference list. So by default, you have the "read/unread" status as the first column, "file attachment" as the second column, and then the author, year, title, etc. If you don't like that, you can change it in EndNote preferences. On a Mac, you can go to the "EndNote" menu, and choose "Preferences". In Windows, you can go to "Edit", and choose "Preferences". So let's say I don't really care about the "read/unread" status. Instead, I care about the "record number" a lot. I can change the first column to "Record Number" here, and I'll change the heading to just a "#" sign to save some space. If I click "Save", you can see in my reference list that the first column is now the record number. You can also change the order of the columns here, but an easier way to do that is to just drag and drop the column names themselves in the reference list window, just like in a spreadsheet program. To use EndNote, you'll need to first have some references in your EndNote library. There are a couple ways to get them in there. Of course, you can manually create references by going to "References", "New Reference", pick a reference type, and fill out the form. But generally, that's not recommended unless you have to. And we'll talk about those circumstances later. It is not recommended not only because it takes longer to do that, but also because the references that are manually created are more prone to mistakes, inaccuracies, or incompleteness. A much better way to get references into EndNote is to import them from existing bibliographic databases. And we are going to talk about that in the next video. bibliographic databases. And we are going to talk about that in the next video.