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DNP Orientation: Section 1, Assignment 1 Tutorial, page 1

Using EndNote with CINAHL

Getting Started
EndNote is confusing to first-time users because it does not have any kind of “getting
started” screen. Once you have EndNote installed, you will open it to see a screen that
looks like this:

Figure 1. EndNote opening screen.

But don’t panic! The first thing we need to do is create a “library” for EndNote to use. A
library is where EndNote can store a collection of references.

Follow these steps


1. Begin by clicking “File” in the upper left-hand corner and selecting “New …”
DNP Orientation: Section 1, Assignment 1 Tutorial, page 2

Figure 2. File menu.

2. Now we will create a new library. To complete this assignment, we can create a
temporary library that, if we want, we can remove later. For this example, I’m
going to call this library “CINAHL Research.”

Figure 3. Creating a library.

3. Once you save your new library, a window should appear that looks like this:
DNP Orientation: Section 1, Assignment 1 Tutorial, page 3

Figure 4. Library window.

Watching the Tutorial


Now we have reached the point at which the YouTube video available in the module,
“How to Use EndNote in 5 Minutes,” becomes useful. I recommend watching that video
now.

The video window should look like this:

Figure 5. EndNote video tutorial.


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The video advises you to use EndNote’s online mode to find resources. Ignore that for
now, as you’ll have trouble getting EndNote to interface directly with the EBSCO (Elton
B. Stephens Company) suite of databases. Instead, we’re going to get our resources from
the database CINAHL (Cumulative Index to Nursing and Allied Health Literature) by
exporting them directly.

Using CINAHL
The online database that the video uses in its example is PubMed. The CINAHL
database looks a little different. From our Databases page, locate CINAHL and open it
in your web browser, using your off-campus access if need be.

For this example, I will use the topic “Current guidelines hypertension treatment” from
the topic list. You can download the topic list as a Word document from the assignment
module.

1. After searching for hypertension treatments and limiting results to academic


publications with full text from the last five years, I have selected this article from
the database:

Figure 6. Article located in CINAHL.

2. Once you have chosen an article, you can click on the link labeled “PDF Full
Text.” This will open a PDF (portable document format) of the article in your
browser:
DNP Orientation: Section 1, Assignment 1 Tutorial, page 5

Figure 7. PDF document.

3. On the right side of the screen, you will see a bar that looks like this:

Figure 8. Sidebar.
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4. We want to select the button that looks like a piece of paper with an arrow
pointing to the right. It is the third button from the bottom. This button will bring
up the following dialog box:

Figure 9. Export Manager.

5. Select “Direct Export in RIS Format” from the top of the list, and then hit the
button labeled “Save.” This will save an RIS (Research Information Systems) file
to your computer. This file type is a standard format for citation information.
Depending on your browser’s settings, the browser will either download the file
instantly or will open a dialog box asking you where you want to save the file, or if
you want to run it.

Loading the Citation in EndNote


1. If you can, simply run the file. It will load the information into EndNote. If you
have to save the file to your desktop, you can afterwards double-click it, and then
it will load into EndNote. Once the information from the file is loaded, you can
discard the file.

2. Now look at EndNote again. If you don’t see the information you want in
EndNote, it may be because you’re looking in the wrong place! Click the folder-
shaped icon in the upper left of the library window:
DNP Orientation: Section 1, Assignment 1 Tutorial, page 7

Figure 10. Folder icon.

3. Once this file icon is highlighted, the information from the citation should
appear:

Figure 11. Saved citation in EndNote.

Adding the PDF File


The next step is to attach a PDF file to the citation. After you’ve done that, then at any
time in the future when you want to look at this article again, the citation and the full
text of the article will be together, easily accessible from EndNote. This will make it
easier to manage information during your studies and your subsequent career when
you’re likely to be dealing with hundreds if not thousands of articles.

Downloading the PDF


1. In your web browser, look again at the article. A down arrow in the upper right
corner allows you to download the article to your computer. If this button isn’t
visible, just click anywhere on the article a few times, and it will appear.
DNP Orientation: Section 1, Assignment 1 Tutorial, page 8

Figure 12. Downloading a PDF.

2. The default name for any PDF saved from an EBSCO database is
“ContentServer.” You should change the file name to something more
meaningful, and it is a good idea to be consistent with file names. For example,
you could call this article “Hansell 2017 Hypertension Treatment” (the first
author’s name, the year, and a shortened title).

3. Whatever you choose to call it, save the file where you want on your computer
and remember where you put it.

Attaching the PDF


Now that the PDF is downloaded, we are ready to attach it to the citation in EndNote.

1. In EndNote, click on the reference to select it. Then, on the far right side of the
screen, click the paperclip icon to attach a file.
DNP Orientation: Section 1, Assignment 1 Tutorial, page 9

Figure 13. Attaching a PDF.

2. This will open a dialog box that will enable us to attach the downloaded PDF:

Figure 14. Selecting a PDF.

3. Once we have selected the file, a thumbnail view of the PDF should appear on the
right side of the screen in EndNote:
DNP Orientation: Section 1, Assignment 1 Tutorial, page 10

Figure 15. PDF document in EndNote.

Taking a Screenshot
The next step to complete the assignment is to take a screenshot. There are multiple
easy ways to do this:

If you are using Microsoft Office 2016 or later


1. Open Microsoft Word and select the “Insert” tab at the top. One of the options
there is “screenshot.”

Figure 16. Screenshot option in Word.


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2. This screenshot tab will show you which windows you have open. Simply select
the window that looks like EndNote, and Word will automatically insert a
screenshot of EndNote into your document. You can then save this file and send
it to your professor.

If you are using an earlier version of Word on a PC


1. If you are using an earlier version of Word, or if you don’t want to use the “Insert
Screenshot” option, you can on most computers take a screenshot by hitting the
button labeled “Print Screen” (it may be abbreviated to “Pr Scr” or similar) on
your keyboard. Make sure you have the EndNote window showing when you hit
“Print Screen.”

2. Once you have done this, you can paste the screenshot into a Word document.
Right-clicking the mouse and selecting the “paste” button, or simply using the
shortcut Ctrl+V, should insert the screenshot.

If you are using a Mac


1. The shortcut to take a screenshot is Command+Shift+3.

2. You can then paste the screenshot into a Word document using the shortcut
Command+V.

Conclusion
Once you have taken the screenshot and inserted it into a Word document, your
document should look something like this:
DNP Orientation: Section 1, Assignment 1 Tutorial, page 12

Figure 17. Screenshot in a Word document

Now add any necessary information such as your name and class number. Save the
document and upload it to Blackboard.

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