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Getting Started with EndNote
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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.comendnote.com 2
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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
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Installing EndNote http://endnote.com/downloads/30-day-trial 4
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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
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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
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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
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Create a New Library 8
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Each library is comprised of a file (.enl) and a folder (.data) 9
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New Library with no References Opens 10
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Library Features 11
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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
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13 Group Set Custom Group Combination Group Smart Group
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Create Smart Group 14
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Create from Groups 15
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Setting EndNote Preferences Click ---Edit----> preferences 16
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Building EndNote Library
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Entering References Manually –adding non-electronic sources to EndNote From online Database 1.search 2.mark 3.export references to EndNote 18
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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
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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
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–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
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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
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Uploading References from Online resources PubMed Web of Science 24
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Import Output Journal Styles –http://endnote.com/downloads/styleshttp://endnote.com/downloads/styles –Download *.ens file –Save in style folder of EndNote 28
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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
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EndNote Web Access your EndNote Web account from anywhere in the world at www.my.endnote.comwww.my.endnote.com Sync references between EndNote and EndNote Web Share references with other EndNote Web users Cite references from a shared group 30
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Using EndNote’s Cite While You Write
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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
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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
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Editing a Citation Word 2007 and 2010: On the EndNote X6 tab, click Edit & Manage Citation(s) 35
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Format Bibliography In EndNote –Select = Tools CWYW Format Bibliography In Word –go to the Format Bibliography Button 36
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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
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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
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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 Word 41
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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
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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
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EndNote Training Watch the What’s New video –youtube.com/endnotetrainingyoutube.com/endnotetraining 45
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EndNote learning and support resources endnote.com/demo Video tutorials at youtube.com/endnotetrainingyoutube.com/endnotetraining More trainings: endnote.com/trainingendnote.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/faqsendnote.com/support/faqs 46
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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
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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
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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 toolbar to 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
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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
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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
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EndNote learning and support resources endnote.com/demo Video tutorials at youtube.com/endnotetrainingyoutube.com/endnotetraining More trainings: endnote.com/trainingendnote.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/faqsendnote.com/support/faqs 52
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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 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 http://libguides.ncl.ac.uk/endnote Getting Started Guide: Complete EndNote User Manual 53
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