PowerPoint from EndNote Basics course 2016

1. EndNote Basics
Michael Janakis, MLIS

2. Objectives
•Locate and install EndNote
•Locate, install, and add references/documents to
EndNote
•Add a citation using
Cite While You Write (CWYW)
•Sync EndNote

3. Endnote Overview

4. Description of EndNote
•What is EndNote?
•A citation management tool
•Available to all Duquesne affiliated users at no
charge!

5. What Can EndNote Do?
• Installed on your computer, but can access and manage from any computer using
EndNote Web
• Stores large number of sources – and PDF files
• Create bibliographies in 5,000+ styles – including APA!
• Format papers with Cite While You Write
• Open, annotate, and search PDF files
• Share references (with other EndNote users)

6. Main Resource is the Gumberg Library Guide
•Main resource Gumberg Library Guide:
•http://guides.library.duq.edu/endnote
•Note: the guide also includes information about
other citation tools such as Zotero and Mendeley

7. Downloading &
Installing

8. Downloading Steps Overview
•Getting Started:
•Multipass is required as download is from DORI
•Once in DORI Click Index > Campus Services
> Computer Store > Software Downloads
•Scroll to the bottom of the CTS Software
Download Page to find EndNote. Click
Download Windows or Download Mac
accordingly.

9. Downloading Step 1: DORI/Multipass

10. Go to the Index in DORI

11. Select Campus Services

12. Select “Computer Store”

13. Select “Software Downloads”

14. Download the version most appropriate for your
computer

15. The installer should launch automatically

16. Accept all defaults through the install
process and select “Finish”

17. First Time Opening EndNote
•Need to create a library the first time you open
•An EndNote library is the file that will hold all of your
citation information

18. When you first open EndNote you
will not have a default library

19. If you are not prompted to create one,
select file > new

20. The library created here is “My EndNote
Library.enl”

21. Once the library is created, you
may select a default style (here
APA 6th is selected)

22. Questions on
Installation?

23. Adding References

24. There are many ways to add a
reference, here are 2 of the most
popular
•Manually
•Import from a database

25. To add a reference Manually go to
References > New Reference

26. Select the type of reference

27. Add as much information as you like

28. And if desired attach a PDF

29. Here is a sample reference

30. The reference will now appear in your library

31. To import a reference from a database or other
source, do the following with EndNote running
•Search for an article in a database
•Look for the “export” or “cite” feature
•Select EndNote as the destination

32. For example, while in JSTOR do
a search for “Leadership”

33. From the results, select a
couple of articles by clicking on
the check boxes

34. Select Export to export the
citations to EndNote

35. A common file format for references
is a RIS file. Select it here

36. You should be prompted to
open the RIS file with EndNote

37. The citations will now appear in
your EndNote library

38. Emerald

39. Emerald

40. ProQuest

41. Scopus

42. Double-Check Your
Citations!!!

43. Questions on Adding
References?

44. Add Citations with
Cite While You Write
(CWYW)

45. To create a bibliography from your
EndNote Library, Open Microsoft Word

46. Note that EndNote X7 now appears as a
tab in Microsoft Word (PC Version)

47. From the EndNote X7 tab, select
“Insert Citation”

48. Search for the citation you wish
to insert, and select “Insert”

49. Your in-text citation along with the
bibliographic citation now appear in your
Word document

50. Questions on Cite While
You Write (CWYW)?

51. Syncing EndNote

52. Syncing Allows You to Use it Anywhere
EndNote
Web

53. Syncing your EndNote Library
•From the EndNote Client installed on your
computer select the Sync Icon

54. Syncing your EndNote Library
• If you have not already done so, you will be prompted to
create an account

55. Syncing your EndNote Library
•You can now login to access your citations
from any Web Browser

56. Questions on Syncing?

57. Tips

58. Things to note about EndNote Citations
•Acronyms
•Multiple authors
•Use separate line for each author
•Can put in first, last order or last, first
•Organizations as authors
•Very frequent with websites: type in
organization name, then add comma. This
prevents Duquesne University being listed
as D. University or University, D.

59. Adding Web Pages with Corporate Authors
•Remember to add a comma after the
corporate author name or EndNote will
format as Lastname, Firstname

60. Adding Web Pages with Corporate Authors

61. Adding Web Pages with Corporate Authors

62. Adding Web Pages with Corporate Authors

63. Addressing Endnote’s Limitations
•EndNote can help with citation creation, but is not 100%
perfect.
•EndNote is not free after you leave Duquesne.

64. Questions?

65. Getting Help
•http://ask.library.duq.edu – site for 24/7
help from Gumberg Librarians or
partners at Gumberg
•EndNote LibGuide on Library website

66. Contact Info
Michael Janakis, MLIS
janakism@duq.edu
(412) 396-6133