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EndNote Level II: Advanced Techniques for Systematic Reviews

EndNote Level II: Advanced Techniques for Systematic Reviews

Do you already use EndNote, but wonder how this citation management program can help simplify your research workflow?

In this advanced, hands-on workshop, you will learn additional techniques for using EndNote X8 Desktop to manage your references throughout your systematic or scoping review. You will have the chance to practice methods designed to improve the effective use of EndNote while maintaining the rigour required for your review. 

Date: Wednesday, Oct 24, 1-3pm

Location: Gerstein Science Information Centre Instruction Lab, 2nd Floor

Presenter: Vincci Lui, Gerstein Health Science Librarian


Who can register?: Open to all current U of T students, faculty, or staff.

EndNote Level II: Advanced Techniques for Systematic Reviews 

This course is designed for:

  • Students and researchers in the health sciences in the process of conducting or planning a systematic or scoping review
  • Current users of EndNote Desktop looking to engage with its more advanced functions


  • This workshop does NOT cover introductory material on EndNote Desktop or EndNote Basic (the online version).
  • Before taking this workshop, it is expected that you are already familiar with the basic functions of Endnote Desktop, including the following:
    • direct exporting references from databases
    • creating libraries
    • exporting bibliographies
    • using EndNote’s Cite While You Write tool in Word
  • If you are not already familiar with these functions, then we strongly recommend taking Endnote Level I: Introduction for Beginners. 

What’s covered in this advanced workshop:

  • Batch export results from various databases, such as Ovid (e.g. Medline) & EBSCO (e.g. CINAHL) databases
  • Improve the sensitivity of the deduplication feature
  • Best practices for creating and sharing groups/libraries with your supervisor/research team
  • Annotate records to track databases searched
  • Add custom fields to add reviewer’s comments
  • Export a bibliography with abstracts to enable title/abstract screening
  • Use EndNote to locate full-text articles of included articles
  • Best practices for managing, sharing, and transferring long documents in Word
  • Prepare for publication by inserting figures, using manuscript templates, customizing a citation style, and creating journal abbreviation term lists

What’s required – technical specifications:


  • This session will use EndNote X8 Desktop, and will be demonstrated on a PC. 
  • Mac users are welcome to bring their own laptops, but all demonstrations will be performed on a PC, using the Firefox browser.  To download Firefox: https://www.mozilla.org/en-US/firefox 

About the presenter:

Vincci Lui, MISt, is the public health librarian with the Gerstein Science Information Centre. Prior to working at the University of Toronto, she worked as an academic librarian for nutrition and food sciences at McGill University.  Over the years, she has been involved in a number of scoping reviews, and provides training on expert database searching and citation management (EndNote and RefWorks).

Related LibGuide: EndNote X8 (Desktop) by Dana Kuszelewski

Wednesday, October 24, 2018
1:00pm - 3:00pm
Gerstein Library
St. George (Downtown) Campus
  Citation Management  
Registration has closed.

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Gerstein Science Information Centre

9 King's College Circle

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