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EndNote

Introduction & Advanced Tutorial

Olga Koz,
CTU Regional
Librarian
EndNote
1.Key capabilities and strategies
2. Properties
3. Creating EndNote library.
4 Use EndNote with Microsoft Word to create
bibliography, list of references and in-text
citations.
5. EndNote and Literature review
6. How to find help!
What can EndNote do?






‼

Create a database (library) of references and texts for a
specific topic
Export citations from library catalogs or other electronic
databases
Link references into word processed documents
Generate bibliographies in specific styles, especially for
publication
Create Literature map
CTU Doctoral students library guide
CTU library guide to EndNote
http://careered.libguides.co
m/endnote
Online tutorials
How to use EndNote in 7 min from Thomson Reuters
How to import citations
How to find full text
How to insert citation
Format bibliography
http://endnote.com/if/onlineuser-manual
Navigation
Click on the library of choice, and it will open
Click on the record to open
Create groups

Smart groups
Create from a group
Create a group set
Arrows allow you to move through the reference list,
displaying each full record, editing record and so on
Make sure
format is
right

Spell
checker
Author’s name
in the right
order
Title is not
abbreviated

Return
to Word
Search remote databases
Search button
How to import/export
citations from the
databases
Export
Ways to enter references into
EndNote
Typing by hand
Click References – Select New
 Export directly into EndNote
 Searching and downloading directly
through EndNote using Connection
Files (v.6 + only)

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
Creating a bibliography/ References


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
Changing or editing output
style

To change the citation style,
select Edit -- Output Styles
and select the style of
choice
Use New Style to select a
style that is not currently
displayed
Once you have selected
the style, click on Tools Cite While You Write -Format Bibliography

You will be prompted to select
the style the document, layout
and font
Annotated Bibliography
To create an annotated bibliography in the APA style, it is suggested
you do two things:
1. Customize an EndNote field, which you can use to store your own
abstract of an item; and
2. Modify EndNote’s APA style, to include this field in your bibliography

If you are doing that as an
assignment and an
instructor has requested a
particular format

Create a separate
group for Assignments

Use default Notes and
Abstract fields

Do not use Research notes field
– create a new customized field –
My abstract
Edit menu/ Output Styles
Step 1. Customizing a
field for your abstract
Edit | Preferences |
Reference Types and
click on Modify
Reference Types.
Step 2. Modifying the APA style, to include your abstract in your bibliography
Select Edit | Output styles | Open Style Manager
Edit APA 6th annotated
 In the panel on the left of the screen, under Bibliography, click on Templates. On
the right, you will see templates for each of the different reference types.
 Place your cursor at the end of the chosen template.

Click on Insert Field, and select End of Paragraph
Click on Insert Field, and select End of Paragraph
Click on Insert Field, and select Tab
Click on Insert Field, and select My Abstract
Click on Insert Field, and select End of Paragraph
Literature review
Sync EndNote Desktop with EndNote Web
Finding help
References
EndNote Manual
http://careered. Libguides.com/ctu/endnote
The official EndNote web site
http://www.endnote.com
EndNote Technical Support
http://www.endnote.com/support/ensupport.asp
EndNote Users’ Mailing List
http://www.endnote.com/support/en-interest.asp

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Endnote

  • 1. EndNote Introduction & Advanced Tutorial Olga Koz, CTU Regional Librarian
  • 2. EndNote 1.Key capabilities and strategies 2. Properties 3. Creating EndNote library. 4 Use EndNote with Microsoft Word to create bibliography, list of references and in-text citations. 5. EndNote and Literature review 6. How to find help!
  • 3. What can EndNote do?     ‼ Create a database (library) of references and texts for a specific topic Export citations from library catalogs or other electronic databases Link references into word processed documents Generate bibliographies in specific styles, especially for publication Create Literature map
  • 4. CTU Doctoral students library guide
  • 5. CTU library guide to EndNote http://careered.libguides.co m/endnote
  • 6. Online tutorials How to use EndNote in 7 min from Thomson Reuters How to import citations How to find full text How to insert citation Format bibliography http://endnote.com/if/onlineuser-manual
  • 7. Navigation Click on the library of choice, and it will open Click on the record to open
  • 8. Create groups Smart groups Create from a group Create a group set
  • 9. Arrows allow you to move through the reference list, displaying each full record, editing record and so on Make sure format is right Spell checker Author’s name in the right order Title is not abbreviated Return to Word
  • 11. How to import/export citations from the databases
  • 13. Ways to enter references into EndNote Typing by hand Click References – Select New  Export directly into EndNote  Searching and downloading directly through EndNote using Connection Files (v.6 + only) 
  • 14. 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
  • 15. Creating a bibliography/ References  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
  • 16. Changing or editing output style To change the citation style, select Edit -- Output Styles and select the style of choice Use New Style to select a style that is not currently displayed
  • 17. Once you have selected the style, click on Tools Cite While You Write -Format Bibliography You will be prompted to select the style the document, layout and font
  • 18. Annotated Bibliography To create an annotated bibliography in the APA style, it is suggested you do two things: 1. Customize an EndNote field, which you can use to store your own abstract of an item; and 2. Modify EndNote’s APA style, to include this field in your bibliography If you are doing that as an assignment and an instructor has requested a particular format Create a separate group for Assignments Use default Notes and Abstract fields Do not use Research notes field – create a new customized field – My abstract
  • 20. Step 1. Customizing a field for your abstract Edit | Preferences | Reference Types and click on Modify Reference Types.
  • 21. Step 2. Modifying the APA style, to include your abstract in your bibliography Select Edit | Output styles | Open Style Manager Edit APA 6th annotated  In the panel on the left of the screen, under Bibliography, click on Templates. On the right, you will see templates for each of the different reference types.  Place your cursor at the end of the chosen template. Click on Insert Field, and select End of Paragraph Click on Insert Field, and select End of Paragraph Click on Insert Field, and select Tab Click on Insert Field, and select My Abstract Click on Insert Field, and select End of Paragraph
  • 23. Sync EndNote Desktop with EndNote Web
  • 25. References EndNote Manual http://careered. Libguides.com/ctu/endnote The official EndNote web site http://www.endnote.com EndNote Technical Support http://www.endnote.com/support/ensupport.asp EndNote Users’ Mailing List http://www.endnote.com/support/en-interest.asp