Getting Started with EndNote

EndNote Fundamentals

EndNote is a reference organizer

• Build a library of references

• Cite references and generate bibliographies easily*

* 5000+ output styles are available at endnote.com

2

Introduction

• Installing Endnote

• Opening Endnote for the First Time

• Importing References from online databases

• Adding a New Reference manually

• Inserting one or more references in a Word Document

• Editing format of Bibliography

3

Installing EndNote

• http://endnote.com/downloads/30-day-trial

4

Installation

• After installation, restart the computer

• Find EndNote program by clicking the Start menu – Start All Programs

– Click EndNote Program to launch EndNote

• Open a blank Word document

• Getting Started Guide is also downloaded with installation

5

Opening Endnote for the First Time

• Create a library in EndNote

• Add references to your library

• Organize references using Groups

• Use EndNote Web for collaboration

6

Create a library

• Open EndNote– Can make a shortcut on your desktop

• Create a New EndNote Library

• Each library is comprised of a file (.enl) and a folder (.data)

7

Create a New Library

8

Each library is comprised of a file (.enl) and a folder (.data)

9

New Library with no References Opens

10

Library Features

11

Organize References using Groups in EndNote

• Group Set: Groups Create Group Set

• Custom Groups: Groups Create Group

• Smart Groups: Groups Create Smart Group

• Composite Groups: Groups Create from Groups

12

13

Group Set

Custom Group

Combination Group

Smart Group

Create Smart Group

14

Create from Groups

15

Setting EndNote Preferences

• Click ---Edit----> preferences

16

Building EndNote Library

Entering References

• Manually– adding non-electronic sources to EndNote

• From online Database1. search

2. mark

3. export references to EndNote

18

Adding a New Reference Manually

• To add a new reference, go References>New References (ctrl-N) in Endnote

• Or click on the New Reference icon

19

Entering References Manually

Start EndNote and open your library

Click: References New Reference

Click: Reference Type menu and select the type of information you are entering.

New Reference Window: Enter info where you want it. You don’t have to use every category.

More than one author? give each a separate line in the Author Field.

Remember that the Research Notes Field can store up to 10 pages of your notes, or full text articles, quotations, etc.

Add an Image in the Image Field .. one image per reference, however.

20

– Enter author names correctly!

– Each author's name must be added on a new line

• Type in the first author : first name first (Tiberius Rex )

• and press enter/return

• Type in the second author: surname first (Morre, Nicole)

– Do not apply bold, italics, underlining, etc.

– Press the TAB key to move between fields

• All fields do not need to be completed

• Close it out to save

21

Exporting Citations from Databases

1. Open EndNote and Your EndNote Library

2. Search for articles in a database

http://endnote.com/en/online-databases

3. Mark the articles you want to use

4. Export the citations to EndNote Library

22

23

Uploading References from Online resources

• PubMed

• Web of Science

24

25

26

27

Import Output Journal Styles

– http://endnote.com/downloads/styles

– Download *.ens file

– Save in style folder of EndNote

28

Find and Remove Duplicates

• If you enter a references twice and cite both in the text, you might have two references in the bibliography

• Select = Reference Find Duplicates

29

EndNote Web

• Access your EndNote Web account from anywhere in the world at www.my.endnote.com

• Sync references between EndNote and EndNote Web

• Share references with other EndNote Web users

• Cite references from a shared group

30

Using EndNote’s Cite While You Write

Insert references from your EndNote Library into a Word document.

• Open EndNote

• Open Word

1. Select: output style

2. Point the cursor where you want the in text reference to go

3. Click the EndNote toolbar in Word – Insert Citation

4. The Find & Insert My References dialog box appears

5. Select and click ‘Insert’

6. By default, the citation was inserted into the Reference List at the end

of the document

Using EndNote and Word together

32

33

EndNote is software that will help you manage references collected during research. Citation formats (APA, MLA, Chicago, etc.) are included within the EndNote program. A literature search(Williams & Williams, 2006) is an information gathering process to find information for your research paper (an in-depth process for the dissertation literature search). EndNote and the literature search go hand in hand.

In text citation –may need a bit of editing

Williams, V., & Williams, B. (2006). Way of the Wiki: The Zen of Social Computing.

Reference List -- bibliography

5. You will be returned to the Word document - the selected citation will be inserted, and a bibliography entry created.

34

Editing a Citation• Word 2007 and 2010: On the EndNote X6 tab, click Edit & Manage

Citation(s)

35

Format Bibliography

• In EndNote– Select = Tools CWYW Format Bibliography

• In Word – go to the Format Bibliography Button

36

37

Bibliographies

1. Print a bibliography of selected references directly from EndNote

2. Send selected references from EndNote to a file to be opened as a bibliography in Word

3. Copy an annotated bibliography from EndNote and paste into a Word document

38

Printing bibliography directly from EndNote

1. Select a library in EndNote

2. Select output style (intl J of Remote Sensing, etc.)

3. Select the references to include in bibliography– select all if you want to print all

– select specified citations to print fewer

4. Select Print

39

40

EndNote References into Word

Exporting Bibliographies from EndNote

1. Open: EndNote library

2. Select: output style

3. Highlight: references to be exported to Word

4. From EndNote Click: File and then Click: Export

5. Save In: any folder you want

6. Name File: Add Rich Text File (RTF) as the filename extension (example filename: networking.rtf)

7. *.rtf files can be opened in Word

8. Open this file in Word41

Continued: Insert EndNote Bibliography into Word

• Open new or existing Word document

• Put cursor where you want bibliography

• Select Import from Word toolbar File

• Select the *.rtf bibliography

• Save as a *.doc file

42

Formatted Annotated Bibliography copied into Word

• In EndNote, select the references you want to save in the bibliography

• Select Citation Style: Annotated

• Select Edit

• Select Copy Formatted

• In Word, Select Paste (either a new or in process document)

43

44

EndNote Training

• Watch the What’s New video

– youtube.com/endnotetraining

45

EndNote learning and support resources• endnote.com/demo

• Video tutorials at youtube.com/endnotetraining

• More trainings: endnote.com/training

• EndNote Discussion Forum (in EndNote go to Help>EndNote User Forums)

• Technical Support is free. Mon-Fri, 6 am to 5 pm Pacific time. Phone: 800-336-4474 or email: Contact area of our website

• EndNote Knowledge Database (in EndNote go to Help>EndNote Online Knowledge Database)

• FAQs: endnote.com/support/faqs

46

How Many?

• Create an unlimited number of libraries

• No limit to the number of libraries that can be open at one time

• Unlimited number of references

• Each record can contain up to 53 fields (e.g., Author, Title, etc.), 8 of which are custom fields.

• 47 predefined reference types and 3 additional, unused references types

• Maximum of 5000 Groups (Custom, Smart, Composite) in a single library

47

Library can be used at multiple computers

• Save your EndNote library to a USB memory stick

• Take this USB memory stick with you

• When at another computer that has EndNote installed, insert

the memory stick and open your EndNote Library file which

will automatically open EndNote on this computer

48

Move/copy a reference from one library to another

• More than one library can be open at a time

• Use the “Window” option from top toolbarto go from one library to another

– Open the library with the citation to copy

– Right click and select “copy”

– Open library that needs the copied citation

– Within the citations window, right click and select “paste”

– The copied reference from library #1 was just pasted into the reference list of library #2

– Double-click on the reference to open the complete record for this citation

49

Requirements for EndNote

• Windows– Windows XP with Service Pack 3, Windows

Vista, or Windows 7

– 256 MB of RAM

– 180 MB hard disk space available

• Macintosh– Mac OS X (10.6.8x, 10.7.x, 10.8x)

– Intel-based Macintosh

– 256 MB of RAM

– 400 MB of free disk space

50

Word Processor Compatibility

• Windows– Microsoft Word 2003, 2007, or 2010

– OpenOffice.org Writer 3

– Wolfram Mathematica 8

– Any word processor capable of producing rich text format (RTF) documents

• Macintosh– Microsoft Word 2008(SP1), 2011

– Apple iWork ‘09 Pages

– Any word processor capable of producing rich text format (RTF) documents

51

EndNote learning and support resources• endnote.com/demo

• Video tutorials at youtube.com/endnotetraining

• More trainings: endnote.com/training

• EndNote Discussion Forum (in EndNote go to Help>EndNote User Forums)

• Technical Support is free. Mon-Fri, 6 am to 5 pm Pacific time. Phone: 800-336-4474 or email: Contact area of our website

• EndNote Knowledge Database (in EndNote go to Help>EndNote Online Knowledge Database)

• FAQs: endnote.com/support/faqs

52

References

• EndNote, Cite While You Write CWYW, uploaded by Regents Center Library on the Edwards Campus of the University of Kansas (slideshare)

• www.endnote.com

• EndNote Tutorial: http://courses.washington.edu/hsstudev/studev/EndNoteTutorial-Intro&Adv.ppt

• Research Simplified Using EndNote: Denise O’Shea, Systems Librarian, Fairleigh Dickinson University (Slideshare)

• Getting Started with EndNote- NEWCASTLE UNIVERSITY LIBRARY: http://libguides.ncl.ac.uk/endnote

• Getting Started Guide: Complete EndNote User Manual

53