EndNote is a citation management tool that allows users to store references and PDF files, generate bibliographies, and integrate with word processing. This document provides an overview of EndNote and demonstrates how to add references from databases, install the EndNote plug-in for Microsoft Word, sync an EndNote library across devices, create smart groups to organize references, and address common citation errors. Users are encouraged to consult the Gumberg Library Guide for additional help with EndNote.

1. EndNote
Hands-On: Mac
Michael Janakis, MLIS

2. Objectives
•Locate, install, and add references/documents to
EndNote
•Add a citation using
Cite While You Write (CWYW)
•Sync EndNote
•Create Smart Groups
•Answer any burning questions

3. Burning Questions

4. Burning Question
•Please write down one question you need
answered today.
•We will make sure we answer at end!

5. Burning Question
Write
burning
Q on
this
sticky
note

6. Endnote Overview

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

8. 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)

9. 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

10. iPad App

11. Adding References

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

13. Select Export to export the
citations to EndNote

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

15. Open the RIS file (Browser or
Downloads folder)

16. The citations will now appear in
your EndNote library

17. Emerald

18. Emerald

19. ProQuest

20. Scopus

21. Double-Check Your
Citations!!!

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

23. EndNote Plug-in

24. EndNote Toolbar

25. Syncing EndNote

26. Syncing Allows You to Use it Anywhere
EndNote
Web

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

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

29. Remember Your
Password!!!

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

31. Smart Groups

32. Smart Groups
•Automatically add references to folder
•You specify criteria for adding
•Can save you time if you have many references
with much in common, i.e.
•Same author
•Same subject

33. Create Smart Groups

34. Search Criteria

35. Editing Search Criteria

36. Tips

37. EndNote Citations Common Errors
•Multiple authors
•Can put in first, last order or last, first
•Use separate line for each author
•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.

38. Multiple Authors
•Use separate line for each author
•Last name, first name
•Smith, John
•First name, last name
•John Smith

39. Adding References with Multiple Authors
Note
each
author
on new
line

40. Adding Web Pages with Corporate Authors
•Add comma after corporate name to
make it display properly

41. Adding Web Pages with Corporate Authors

42. Adding Web Pages with Corporate Authors

43. Adding Web Pages with Corporate Authors

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

45. Questions

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

47. Contact Info
Michael Janakis, MLIS
janakism@duq.edu
(412) 396-4890