EndNote Introductory Tutorial 1
What is EndNote? EndNote is bibliographic management software, designed to allow researchers to record, organize, and use references found when searching literature for information
What can EndNote do? Create a database (library) of references for a specific topic Download references from library catalogs or other electronic databases Link references into word processed documents Generate bibliographies in specific styles, especially for publication
How do I run EndNote? Either double select the EndNote icon from the Start -- Programs menu or Open Word and select Tools -- Go to EndNote
In Word, select Tools -- EndNote to start
To create a new EndNote library cancel the window above
Then select File -- New
Name your new library and save it to the desired folder, eg: c:\mydocuments\dissertation\
Your new library will open, ready to accept references
To open an existing library select File -- Open Libraries in the Examples folder & your most recently created libraries will be displayed Select Open Library to find files stored in other locations, eg: a:\drive
Click on the library of choice, and it will open
Double click on an item to display the full record
Buttons allow you to move through the reference list, displaying each full record
Adding records to a library
Ways to enter references into Typing by hand EndNote Downloading from a database and importing Searching and downloading directly through EndNote using Connection Files (v.6 + only)
Adding records to a library manually
Add a new record by selecting References -- New or Ctrl + N
Chose a suitable record template, eg. Journal Article, Book, etc.
Type the bibliographic details into the appropriate fields Close the reference by clicking the control menu box The information is automatically saved & the reference will appear in the Library window
Laborious, yes But some records such as technical reports, web pages, some conference proceedings, grey literature, and government publications cannot be downloaded directly into EndNote
Backing up EndNote Libraries EndNote libraries need to be backed up for obvious reasons Select Save a Copy from the File menu and save a copy of the library to an appropriate location
Inserting In-text Citations with Word Open the Word document in which you wish to insert references Place the cursor where the citation is to be inserted Go to the EndNote library and highlight the appropriate reference
To insert a reference from within EndNote, highlight the reference and click on Cite While You Write and Insert Selected Citation
To insert a reference from within Word, highlight the reference in EndNote, and click on Tools EndNote -- Insert Citation
Inserted citation
To insert multiple citations, place the cursor in the Word document In EndNote, highlight records by holding the Ctrl key, clicking on the appropriate citations, and then Insert Citation
Formatting a bibliography Once the document is written, the bibliography can be formatted in a chosen style In EndNote: click on Cite While You Write -- Format Bibliography In Word: click on Tools EndNote -- Format Bibliography
To change the citation style, select File -- Output Styles and select the style of choice Use Style Manager to select a style that is not currently displayed
Click on the Find button in Style Manager, and you can select styles by subject
Once you have selected the style, click on Cite While You Write -- Format Bibliography in EndNote
You will be prompted to select the style for the document
To format a bibliography from within Word, select Tools -- EndNote -- Format Bibliography
Once again you will be prompted to select a style
EndNote will change the in-text citations to the appropriate format, and attach the bibliography at the end of the document