Please refer to the EndNote LibGuide for an introduction:
Detailed instructions for using EndNote for Systematic Reviews can be found here:
Exporting references from your databases searches is usually straightforward, and generally involves the following steps:
See examples of exporting from various databases on the EndNote LIbGuide: https://libguides.scu.edu.au/endnote/databases
You will need to follow the setup instructions for enabling Find Full Text.
Use EndNote's Change/Move/Copy Fields command to automatically add text (such as the name of the database, saved search name, or date searched) to your imported records.
This is very handy for keeping track of where records came from, and assists you if you need to return to the database for any reason later on.
Use EndNote's Groups and Group Sets command to quickly identify databases searched, then create individual groups to house results from each of the databases.
To create a Group Set (eg. the "Databases" set in the image below):
Select Groups > Create Group Set. Name the group set then press <Enter>.
Next, create each group to include in the set:
To add references to groups:
Once all databases have been searched, records downloaded into EndNote, and a note made of the number of results retrieved from each database, you must identify and delete duplicate records.
To ensure that all duplicate records are identified and deleted:
After running the EndNote Find Duplicates command it is essential that you follow up with a manual check of your Library for duplicates.
Re-sort your Library Window alphabetically by title (click the Title column heading), then visually scan, identify and delete duplicated records.
The following EndNote functionality may be used to assist systematic reviewers to code references, for example for inclusion or exclusion.
Use EndNote's Groups and Group Sets Command
To create a Group Set (eg. the "Excluded" set in the image below):
Next, create each group to include in the set:
To add references to groups:
Create customised fields for storing specific information about records:
Select Edit > Preferences > Reference Types from the left side of the Preferences window.
Select the Reference Type (eg. Journal Article) to adjust, then Modify Reference Types.
The template for each reference may be selected from the drop down list at the top of the Modify Reference Types window.
Within the Journal Article template, scroll down to one of the Custom fields, then type your inclusion/exclusion criteria in the cell to the immediate right.
This new field must be included within each of the Reference Type templates - select Apply to All Reference Types to apply across all templates, then click OK.
Adjusting your EndNote Library window to display customised fields
To change the column headings:
Handling Extraneous Text Included with Downloaded Records
Records downloaded from some databases (MEDLINE, EMBASE and others) often import information into EndNote's "Type of Work/Article" field. This information usually relates to a research grant or study design, and some EndNote Output Styles (including Vancouver and APA) are formatted to include this additional information in reference list entries, resulting in references such as below:
Biro MA, Waldenstrom U, Pannifex JH. Team midwifery care in a tertiary level obstetric service: A randomized controlled trial. Birth. [Clinical Trial Comparative Study Randomized Controlled Trial Research Support, Non-U.S. Gov't]. 2000;27(3):168-73.
References should appear as:
Biró, M. A., Waldenström, U., & Pannifex, J. H. (2000). Team midwifery care in a tertiary level obstetric service: a randomized controlled trial. Birth, 27(3), 168-173.
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