EndNote Basics. As with all libraries created on EndNote, you can add to, modify, search, sort, and customize at any time.

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1 EndNote Basics What is EndNote? Too often students conducting research forget to write down their citations as they conduct their research and can t find them later when they need to add them to their research papers. EndNote makes it easy to capture reference and bibliographic information while doing research, and is able to apply a variety of citation styles including: APA 5 th, MLA, and Chicago 15 th. Using an easy point and click approach, the reference material is captured to an EndNote library on your own computer. This library can include references, images, tables, or other figures, and includes a bibliography creation tool and manuscript maker. Your EndNote reference libraries can be sorted and are searchable. NOTE: EndNote uses the term library to mean file. That is, when you create a library for your references, it is opened and saved as you would a file. There are three ways to use EndNote. Manually add references to a library from scratch. This library can include charts, tables, figures, equations, and references that can be accessed later while writing a paper, etc. This is good if you have a lot of non-digital source materials. Automatically add references by connecting to online databases and copying references from a database directly into EndNote. EndNote provides a ready-made list of public databases, but you can select your favorite databases as well. Either way, you can conduct research and capture reference data directly into EndNote. Use CiteWhileYouWrite to automatically insert formatted citations and bibliographic entries while you are writing a document in Word processing. EndNote allows you to select the citation style appropriate for your discipline (e.g., APA, MLA, etc.). As with all libraries created on EndNote, you can add to, modify, search, sort, and customize at any time. This documentation provides an overview of EndNote vx (version 10) which is available for PCs and Macs. In order to use EndNote, you need to have it installed on your computer. Using EndNote requires some prior knowledge of the research process and basic familiarity with a personal computer. Getting Started with EndNote EndNote is a software program you install on your personal computer (MAC or PC). It installs just like other software programs, (i.e. running a CD and progressing through an automatic install process). EndNote s downloading process will add a tool bar and submenu to your Microsoft Word program which we talk about later in this documentation. EndNote 1

2 After opening EndNote, a window will pop up prompting you to either open an existing library or create a new library. You will store your collected reference information in this library. To get started: Select Create a new EndNote library. Click OK. Give your library a name. Decide where to save it on your PC. Select Save. EndNote libraries all have the default extension,.enl (for EndNote Library). You can create any number of libraries. You may want to create separate libraries for each topic or research project. There are three ways to add references to your library: 1. You can manually type in reference information to your EndNote library. 2. Starting from EndNote, you can connect to online databases, search for materials and capture the citations to your EndNote library. 3. Starting from an online database, you can search for materials and capture the citations to your EndNote library. EndNote 2

3 After you collect all your citations and references in your EndNote library, you can customize, add to, sort and search your references. For instance, you can sort by any field within your references such as author, journal, or date of publication; you can change font and font size for each of your libraries; and change just about anything you are used to being able to in most Windows or Mac environments. Probably the most useful and important option is the ability to change output style of your references (i.e. APA, MLA, etc.). This allows you to create libraries which adhere to the standards your instructor, discipline or publisher requires. From within your library in EndNote, use the drop-down box to display styles and select one listed or add another by choosing Select Another Style. Changing Reference Styles You can even create and save your own customized style as shown below. Step One: Creating a New Customized Style Step Two: Adding in specific Style Information Adding References Manually If you are using a variety of non-digital source materials (e.g., hard copy) such as books, newspapers, photographs, journals, correspondence, personal interviews, you will need to manually add your reference information into your EndNote library. You can annotate references while adding them, which will allow you to retrieve them easily later. EndNote 3

4 To begin adding information manually: From the menu bar: Select References New Reference. A new window will open. Use the drop-down box to reference types and select the type of reference you wish to add. Select a data field (e.g. Author, etc.) by left-clicking it. Type in the information from your source. Tab from one area to the next. It is not necessary to fill in all of the areas, although the more information you can add, the easier it will be for you to search and use your references later. Add any personal notes up to ten pages. Be sure to save your work by using the File Save method. Manually Adding a Reference to your Library To exit this reference record and get back to your EndNote library, select the small black x in the upper right corner. Exiting out of an individual Reference EndNote 4

5 Adding References Automatically If most of your source materials are online, EndNote can automatically enter your reference information to your EndNote library. There are two ways to do this. 1. Use the list of databases and references connected to EndNote via the Online Search tool. 2. Go directly to a database, search the database and then export your references to EndNote. 1. Automatically Adding References using EndNote s Online Search Tool EndNote has built in connections to many difference reference resources. EndNote s Online Search Tool provides you with a list of these resources. You can search these resources, list them, and then selectively copy references to your EndNote library. EndNote captures the bibliographic information along with the URL hyperlinks (web addresses) of the source. EndNote provides hundreds of connections to a variety of sources. However, most are connections to publicly available databases from the Web, such as PubMed. Only databases that support the Z39.50 protocol (typically library catalogs and free databases) can be connected to EndNote. EndNote users can get new and updated filters/connection files - see EndNote Technical Support. To use the Online Search Tool: Enter EndNote and select: Tools Online Search New Search. From the dropdown list, highlight a database or other reference resource. Select Choose. A search window opens that will allow you to search the reference resource. Enter your search criteria. Click on Search. The database search tool will retrieve references and provide a summary, listing the number of references. Select OK to confirm search. The references will now appear in list form in a new window. Searching a database connected to EndNote To copy them to your EndNote library, select the name of your EndNote library from the dropdown list under Copy All to. The list of references will be exported to your library. Copying reference Information to an EndNote Library EndNote 5

6 2. Automatically Adding from References which are not connected to EndNote s Search Tool You can also try using EndNote with the online university library databases or any favorite databases to which you are subscribed, since you have permission to use these resources. The process works like this: search, mark, and then export. From a database, you can browse, search, save articles, then mark and export them to your EndNote library. Note however, that not all databases provide the link to export directly to EndNote. Example One: Importing references found in the University Libraries. Here is an example of how to use this tool to search the University of Hartford library databases. In the following example, we will be searching Eric, an educational database. Go to: Select Databases. EndNote 6

7 From the drop down menu, highlight a subject area, for example, Education. Select Submit. You will be presented with a list of databases. From the list of education databases, scroll down and select ERIC. In the search bar, type in a keyword. Click Search. Accessing Databases in the Online Library Searching an online database Select and add your references into the folder provided to you in the search tool. After you have collected several references, open the folder. Mark the references you want, by selecting the checkbox next to the reference. From the menu bar, select Export. Marking the References for Export EndNote 7

8 The Export Manager opens. Select Direct Export to EndNote. Exporting References to EndNote Click Save. EndNote now opens and asks you to select a library. Select the library where you wish to store these references. From the Imported References view, select All References to see all your collected references. NOTE: The capture process will differ slightly from database to database. Please consult your librarians for assistance, as it is not in the scope of this documentation to provide procedures for all types of databases from which you may be searching information. Using the Z39.50 library protocol extends the total number of resources and databases you can use with EndNote, including the library catalog itself. This functionality must be enabled by technical services in the library. Example Two: Importing references found in Google Scholar. Adding bibliography information with Google Scholar search engine 1. Go to Google Scholar: 2. Select Scholar Preferences next to the search bar. 3. In the Bibliography Manager (scroll down to see it), select EndNote under Show Links. 4. Click Save Preferences. 5. Select the Import into End Note link under the desired article listing. 6. A new window opens. Select Open. 7. The bibliography opens in EndNote. Cite While You Write (CWYW) Once you have your reference library filled with the references and begin writing, you are able to use one of the finest features of EndNote: CiteWhileYouWrite. The way to get started is to have EndNote and Word open at the same time. If you open Word, you will see that there is an additional EndNote toolbar. EndNote 8

9 You can easily swap back and forth between the two programs. From EndNote, swap back to Word by selecting: Tools CiteWhileYouWrite Return to Word as shown below. From Word, swap back to EndNote by selecting the red EN on the EndNote toolbar. The following will step you through citing a reference and creating a bibliography using Microsoft Word (version 2000, XP, 2003, or 2007). Start EndNote and open the library where your references are stored. Start Microsoft Word and open the paper you are writing. When you reach a place where you need to cite a source in your Word document: o Point and click your mouse on the place you want to add the citation in the text. o From the EndNote toolbar, select EN to return to EndNote. o Select (highlight) the reference you want added. o Swap back to Word (see above). o Select Insert Selected Citations from the EndNote toolbar, as show below. You will see that not only has your reference been cited with the sentence text, but EndNote automatically created a reference in your bibliography as well. Working with EndNote Libraries To add more information to a reference: From EndNote, select a library. Double click on the reference you would like to modify. The Edit window opens. EndNote 9

10 In the Edit window, you can move from data field to data field, by either using the TAB key or by clicking in the data field with your mouse. Edit your reference. Exit by selecting the red X of the edit window. Be sure to select YES to save your work. If you want a hard copy of your references within an EndNote library, you have the option of printing references in any form. From EndNote, select a library. From the toolbar, select the style you wish to show on your hardcopy. If you want all fields to print, select Show All Fields. Select all references (click and drag). Select File. Select Print. It is also possible to create a rich text file (which has the extension.rtf ) containing your EndNote library reference materials and attach it to the end of a Word file as a fully formatted bibliography. Getting Help with EndNote 1. University of North Carolina at Chapel Hill has an excellent tutorial found here: 2. Yale University Library offers an EndNote help page that includes outstanding video tutorials and has comparison information for RefWorks, EndNote, and EndNoteWeb. Visit 3. The University of Chicago Libraries offers EndNote training here: 4. Thomson offers free training, a knowledge base of EndNote issues/faqs, and other solutions here: 5. The EndNote software program offers many help solutions: Online Manual with search capability: Select on the? found on the tool bar within EndNote. PDF version of the help manual: Select Start, Programs, EndNote, EndNote Manual. Other help options: Select on Help found on the tool bar within EndNote. Getting Help with Technology at the University of Hartford Faculty Center for Learning Development (FCLD) FCLD provides consulting and support to faculty and staff who are using technology in instruction. FCLD administers the Blackboard Course Management System. The FCLD Faculty Lab in Mortensen 203a is EndNote 10

11 available for faculty support and use and is equipped with instructional technology- related equipment including: PCs, Macs, scanners, and projectors as well as support staff. Please call to schedule appointments. Director: Lorelle Wilson Phone: Website: Information Technology Services (ITS) ITS Help Desk Computing Center For general computer and Internet/network support questions (not directly related to the classroom but rather passwords, Internet/ problems, printer not working, banner, facebook, and grades). Phone: Website: Media Technology Services (MTS) Harry Jack Gray Center 111A Faculty should contact MTS for assistance scheduling or implementing classroom technology (2-way video classrooms, Smart Podiums, COWS, laptops, etc.) or for scheduling and instruction for media equipment and resources like LCD data projectors, CD/cassette players, TVs and VCRs, digital video, and more. Phone: (Main) or (Tech Line) Website: EndNote 11