Research Guides: EndNote: Advanced Uses (2024)

I do not have direct experience with using LaTeX or related tools, so I researched this subject when asked about it. I later in communication with students asking about EndNote and LaTeX wrote some notes piecing together a workflow that might work, that seemed to address certain issues in the process (going from EndNote to LaTeX). I don't know what faults there may be in any of this information. The first section is from an email a student sent me after I had sent him some information letting me know what he had found. If you discover additional information, I'd like to know!

This is an archived LibGuide from MIT that talks about EndNote and LaTeX EndNote with LaTeX & BibTeX

EndNoteis not designed to be used with LaTeXat all. So, the only way to use them together is to export EndNote libraries to BibTeX. BibTeX can then be embedded in the LaTeXdocument.

The problem is EndNote doesn't insert citations in the correct format to work directly with BibTeX. So, there is a program called JabRef (free open source software). This program is like EndNote but for LaTeXand LyX.

After you export the EndNote library, you open it with JabRef. Then from the tools menu, you select (clean entries) and then select (auto-generate BibTeX entries).This commands fixes all errors with the export process. Some of the entries will not be fixed yet. In this case, you need to manually import them from another source, for example, GoogleScholar.

Using LaTeXnatively is a difficult process. So, most LaTeXusers use a front end processor such as LyX.

In LyX, you can select insert/list or TOC/BibTeX bibliography.

After that you are done! You can insert the citations in your LyX document using the insert citation button!

Reference managing software is always necessary to manage your references when writing a big project. I used EndNote because I used to give myadviser copies of my papers in MicrosoftWord. EndNote is not preferred if you work with LaTeX.

I had to use both since I gave my adviser the paper in Word so that he couldedit and comment on it. But when I submit it to journal it has to be formatted in a certain way and required LaTeXor LyXto get the job done.

I already had my database of references inEndNoteso I needed a translator fromEndNotetoJabRef.

Other software performs the same task as EndNote. Programs differ in capabilities. The choice of referencemanaging program will be dictated by the needs of the researcher. EndNote offers excellent support for MicrosoftWord but no support whatsoever for LaTeX. On the other hand, JabRef offers the same capabilities as Endnote but almost no support for MicrosoftWord.In Word you hit the insert citation button in the Endnoteribbonand you are done.In LyX it is the same, you hit insert citation and you are done. There is no integration between Endnote and LyX.

And so now I will continue after quoting what the student told me above and also include my original notes to the student and other comments.

I've talked with EndNote and RefWorks support and they said that it made sense to use a reference manager even if citations could not be automatically sent from the reference manager to a LaTeX document.I think the general process might be to gather references in EndNote, then export them to BibTeXand use BibTeXwith LaTeXto add the citations.

I’m going to describe a process that may help. Whether my description is helpful and more efficient probably depends on there being enough records (references) in the EndNote library. (What I meant was that if there are only a few records, then it might be easier to do the work a different way. This method might only be efficient if there are a high enough number of references. Again, though, I do not know what the work will involve to be able to recommend any particular process.) If you have over 200 records, maybe this is still a good bit of work.

Referring to MIT’s information about using the Label field--the label field is one of the data fields for each record in EndNote. You can double-click a record in Endnote and if you scroll through the fields you should see the label field. It does not tend to be automatically used, so there should not tend to already be data in that field. It looks like unique data needs to be in the label field to identify the record in LaTeX/BibTeX.

One method for getting unique data in the label field is to copy the unique EndNote record number into the label field. You can see the record number if you double-click a record in the EndNote library and view the window with all the fields. At the top of that window there should be a number sign and the record number, for example, #624. Record numbers are automatically assigned as references are added to a library. If the reference is deleted, the number is not reused. So, if one put therecord number in the label field, that would be one way to have a unique number in the label field. (Of course, it may be just as well to simply put a counting number in the label field.)

To automatically transfer the record number to the label field you can use the command Change/Move/Copy Fields. (EndNote Tools menu + Change/Move/Copy Fields + Move/Copy Fields tab + select Copy Field + select the “From” field to be “Record Number” + select the “To” field to be “Label”).

I do not know whether this is all set up to easily cite in BibTeX. It just seems like it meets a requirement that a quick review of the MIT guide suggested.

Research Guides: EndNote: Advanced Uses (2024)


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