1
An
EndNote
PrimerSee also EndNote Tip Sheet
Lissa Lord llord@ku.edu
Summer 2014
Begin research with
EndNote
• Use EndNote for bibliographies and citations
• EndNote organizes citations from journals,
bo...
3
If you already have EndNote
on your computer and want to
begin using this program,
please proceed to
Using EndNote (#40)...
4
How to get it?
http://technology.ku.edu/software
5
http://technology.ku.edu/software
6
NOTE: If this is the first time you have
downloaded software from the KU
Software Store, you will need to install
the Se...
7
8
9
10
http://OnTheHub.com
11
Graduate students, faculty, retired faculty and staff can download
EndNote at no cost through KU’s Web store to use on ...
12
13
14
15
16
17
18
Find the Download file folder and double click on the sdm_em.msi file to
activate
19
20
21
22
23
24
25
26
The .SCX file has downloaded to your Download
folder. Find it and double click to finish the
process.
27
28
NOTE: If you have downloaded EndNote to one computer
and want to download it to another computer you will get the
follo...
29
30
NOTE: You may get to this point and see and using different
screen prompts. There seems to be serveral options that get...
31
I already had EndNote on my computer
which meant I was to “Modify” my copy.
32
33
34
35
36
37
38
And, allow Thompson to download into
your computer from the Internet.
That’s it! You will find EndNote in your All Prog...
Trouble with the EndNote installation?
The IT helpdesk helped me out, big time!
IT Customer Service Center
itcsc@ku.edu
78...
1 After EndNote installs, Restart your computer
2Click EndNote Program to launch EndNote
3Create Your EndNote Library
To g...
Create
Your
EndNote
Library
41
42
Tip: From the
EndNote toolbar,
select style drop down
menu and select the
citation format you will
be using in your pap...
43
Note: Select Citation Style
Note: The style you select
can be changed at any time
44
Tip: You can add references
manually into your EndNote
library for items that were not
downloaded through a database
or...
45
Tip: The library can be
subdivided into
“Groups.”
Select Groups on the
EndNote toolbar and
Create Group.
Then you can d...
46
Keyword search the
references in your
library
47
You can add your own words in
this Keyword category on each
Reference in the EndNote
Library. These are the keyword
ter...
Researching
and
Exporting
References
from Databases
48
49
The most efficient way to find
articles is to search the Libraries
Databases from the Libraries
homepage http://www.lib...
1. Open EndNote library
2. Open KU Libraries Homepage
http://www.lib.ku.edu
3. Click Articles and Databases
4. Select an i...
Dissertations & theses @ University of Kansas
Contains citations and abstracts of
dissertations and theses submitted by th...
What to Remember:
1. Open EndNote and Your EndNote Library
2. Search for articles in a database
3. Mark articles of intere...
53
Dissertations & theses @ University of Kansas
54
X
“educational leadership” AND math*
Search & Mark & Export
55
Sometimes, exporting
the article citation into
EndNote has this
message attached by
default. Click “OK”
56
This is EndNote and these
are citations downloaded
from various databases into
my EndNote Library.
57
Full record of the citation in
EndNote. Remember that
under “Research Notes”
you can write or paste up
to 10 pages of n...
58
If you already have full text articles
saved to your computer, you can
import and attach them to
references in your End...
59
This is the PDF file I have
saved to my computer for my
research. I can now attach it to
the EndNote citation as well.
60
Click on the paperclip, first.
Then find the article on your
computer and attach this article
to EndNote by clicking on...
61
62
2nd
Database to look at:
OmniFile full text select
Provides indexing, abstracting and
full-text content to journal arti...
63
64
65
66
67
68
69
Article citation information,
and more, was just
downloaded from Omnifile
database. All of the
downloaded files for thi...
70
More then citation
information. Note
the URL which is
the unique location
for the database
holdings of the
record you j...
71
Save the PDF file to
your computer and
then pull it into your
EndNote citation
record for this
article. You’re
research...
72
1. Select the record
2. Select the paperclip
3. Browse for the article where you saved it on your computer
4. Select “O...
73
Use Google Scholar
with
EndNote
74
75
http://www.lib.ku.edu
76
77
78
79
80
81
82
From Google Scholar
83
Adding
References
Manually
84
Adding new
references that you
have collected
Reference Type?
Many choices in
the drop down
menu
85
Create new references
in your EndNote library by
adding them manuall...
All References
• Click on All References in the left hand
column of the EndNote Library screen to
view the new references,...
87
88
Using EndNote
with Word
Cite While You Write
(CWYW)
1. Open Word
2. Open EndNote
3. In Word, put the cursor where you want to
insert the EndNote citation.
4. Using the EndNot...
90
If you need to edit the citations
inserted into Word from EndNote, the
easiest way is to go to the full
reference view ...
91
Bibliographies
with
EndNote
92
How to create a stand-alone bibliography
in Word from selected citations stored in
EndNote?
1.Open Word to a new docume...
93
Print (on the fly) a list of citations directly
from EndNote resulting in a printed
Bibliography.
1.Highlight the citat...
94
Can I convert an EndNote coded
bibliography to Plain Text? Yes.
Click on the bibliography text in Word  the citations ...
95
FAQs
96
How to save an EndNote Library to a flash drive
From the File menu in EndNote select Compressed
Library (.enlx) and use...
97
If you already have documents on your
computer you can import and attach
them to references in your EndNote
Library?
Ye...
98
How do I enter a government office or
agency into EndNote as an author?
Here is the answer one of our student’s figured...
99
A Word on EndNote Web
100
Guides.lib.ku.edu/EndNoteWeb
101
Big Extra Credit:
Transferring
Word Citations
to
EndNote Library
102
1.To begin, open Word document.
2. Use the Manage Sources option from the
References tab to remove any sources you
do ...
103
104
4. Click Browse to choose the library to which the
Word Master List will be imported or select a new
EndNote library t...
105
Edit from Word to EndNote or from EndNote
to Word.
It is worth the effort of a sharp but short
learning curve.
106
107
All done now.
Questions? Please, ask the Librarian
Lissa Lord
llord@ku.edu
Summer 2014
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EndNote Primer

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This is an overview of how to use EndNote from installation of the program and downloading references from online databases to adding APA in-text references in Word. FAQs are included.

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  • Welcome to “An EndNote Primer” Summer 2014. Be sure to note the short guide that accompanies this slideshow. The “EndNote Tip Sheet” is a rather quick review of specific EndNote proceedure and technique. https://documents.ku.edu/users2/llord/EndnoteTipSheet.doc
  • Use EndNote for bibliographies and citations
    EndNote organizes citations from journals, books, government sources, websites and databases
    EndNote is keyword searchable
  • Trouble with the EndNote installation?
    The IT helpdesk helped me out, big time!
  • After EndNote installs, restart your computer and then find the EndNote program by clicking the Start menu
    Start All Programs
    Click EndNote Program to launch EndNote
  • The EndNote Library is a folder where you keep the citations download from databases. You can have several Libraries with different names. Or, you can keep all citations in one folder.
  • Importing Referencesfrom Database Search Results
  • Open EndNote library
    Go to KU Libraries Homepage http://www.lib.ku.edu
    Click Articles and Databases from the index in the left hand column
    Select an individual database that fits your research needs
  • Dissertations & theses @ University of Kansas
    ProQuest dissertations and theses
  • Open EndNote and Your EndNote Library
    Search for articles in a database
    Mark the articles you want to use
    Export the citations to EndNote Library
  • Edit from Word to EndNote or from EndNote to Word.
  • EndNote Primer

    1. 1. 1 An EndNote PrimerSee also EndNote Tip Sheet Lissa Lord llord@ku.edu Summer 2014
    2. 2. Begin research with EndNote • Use EndNote for bibliographies and citations • EndNote organizes citations from journals, books, websites, databases, government documents and most of what you want to cite. • EndNote software is free to graduate students, faculty and staff at KU 2
    3. 3. 3 If you already have EndNote on your computer and want to begin using this program, please proceed to Using EndNote (#40). Continue to next slide for installation instructions.
    4. 4. 4 How to get it? http://technology.ku.edu/software
    5. 5. 5 http://technology.ku.edu/software
    6. 6. 6 NOTE: If this is the first time you have downloaded software from the KU Software Store, you will need to install the Secure Download Manager.
    7. 7. 7
    8. 8. 8
    9. 9. 9
    10. 10. 10 http://OnTheHub.com
    11. 11. 11 Graduate students, faculty, retired faculty and staff can download EndNote at no cost through KU’s Web store to use on KU-owned and personal computers.
    12. 12. 12
    13. 13. 13
    14. 14. 14
    15. 15. 15
    16. 16. 16
    17. 17. 17
    18. 18. 18 Find the Download file folder and double click on the sdm_em.msi file to activate
    19. 19. 19
    20. 20. 20
    21. 21. 21
    22. 22. 22
    23. 23. 23
    24. 24. 24
    25. 25. 25
    26. 26. 26 The .SCX file has downloaded to your Download folder. Find it and double click to finish the process.
    27. 27. 27
    28. 28. 28 NOTE: If you have downloaded EndNote to one computer and want to download it to another computer you will get the following message (text in red) when on the next computer. Select “Your Account” from the top right of the screen where you get the message. Follow the directions on the “Your Account” screen and download your next copy of EndNote. You can download EndNote this way wherever you need to work.
    29. 29. 29
    30. 30. 30 NOTE: You may get to this point and see and using different screen prompts. There seems to be serveral options that get you to the finish-line of installing the Secure Download Manager. Remember, this process needs to be done only once. It is the installer for all the software programs available at the KU Software Store. Now, for EndNote
    31. 31. 31 I already had EndNote on my computer which meant I was to “Modify” my copy.
    32. 32. 32
    33. 33. 33
    34. 34. 34
    35. 35. 35
    36. 36. 36
    37. 37. 37
    38. 38. 38 And, allow Thompson to download into your computer from the Internet. That’s it! You will find EndNote in your All Programs file on your PC.
    39. 39. Trouble with the EndNote installation? The IT helpdesk helped me out, big time! IT Customer Service Center itcsc@ku.edu 785-864-8080 39
    40. 40. 1 After EndNote installs, Restart your computer 2Click EndNote Program to launch EndNote 3Create Your EndNote Library To go back to installation, click HERE 40 Using Endnote for the first time
    41. 41. Create Your EndNote Library 41
    42. 42. 42 Tip: From the EndNote toolbar, select style drop down menu and select the citation format you will be using in your paper (APA, MLA, Chicago, etc.)—this is changeable.
    43. 43. 43 Note: Select Citation Style Note: The style you select can be changed at any time
    44. 44. 44 Tip: You can add references manually into your EndNote library for items that were not downloaded through a database or Google. To do this: click References on the EndNote toolbar and select New Reference.
    45. 45. 45 Tip: The library can be subdivided into “Groups.” Select Groups on the EndNote toolbar and Create Group. Then you can drag and drop (or right click on the individual reference) and Add to whatever group or subgroup you have established.
    46. 46. 46 Keyword search the references in your library
    47. 47. 47 You can add your own words in this Keyword category on each Reference in the EndNote Library. These are the keyword terms that can be searched.
    48. 48. Researching and Exporting References from Databases 48
    49. 49. 49 The most efficient way to find articles is to search the Libraries Databases from the Libraries homepage http://www.lib.ku.edu)
    50. 50. 1. Open EndNote library 2. Open KU Libraries Homepage http://www.lib.ku.edu 3. Click Articles and Databases 4. Select an individual database Note: if you would like a refresher on literature searches, send me an email and we’ll make an appointment. Lissa llord@ku.edu 50
    51. 51. Dissertations & theses @ University of Kansas Contains citations and abstracts of dissertations and theses submitted by the University of Kansas and published in UMI's Dissertations Abstracts database, and full text of KU dissertations published after 1996 and KU theses published after 2005. 51
    52. 52. What to Remember: 1. Open EndNote and Your EndNote Library 2. Search for articles in a database 3. Mark articles of interest 4. Export the citations to EndNote Library 52
    53. 53. 53 Dissertations & theses @ University of Kansas
    54. 54. 54 X “educational leadership” AND math* Search & Mark & Export
    55. 55. 55 Sometimes, exporting the article citation into EndNote has this message attached by default. Click “OK”
    56. 56. 56 This is EndNote and these are citations downloaded from various databases into my EndNote Library.
    57. 57. 57 Full record of the citation in EndNote. Remember that under “Research Notes” you can write or paste up to 10 pages of notes or pages of the article.
    58. 58. 58 If you already have full text articles saved to your computer, you can import and attach them to references in your EndNote Library.
    59. 59. 59 This is the PDF file I have saved to my computer for my research. I can now attach it to the EndNote citation as well.
    60. 60. 60 Click on the paperclip, first. Then find the article on your computer and attach this article to EndNote by clicking on the “Attached PDFs icon next to the paperclip. The article will open full text in the EndNote window. Also, it will appear as a PDF icon in the Reference record of the article. You now have an article attached to the correct itation.
    61. 61. 61
    62. 62. 62 2nd Database to look at: OmniFile full text select Provides indexing, abstracting and full-text content to journal articles in a variety of disciplines.
    63. 63. 63
    64. 64. 64
    65. 65. 65
    66. 66. 66
    67. 67. 67
    68. 68. 68
    69. 69. 69 Article citation information, and more, was just downloaded from Omnifile database. All of the downloaded files for this Library are listed in “All References—a total of 7 articles.”
    70. 70. 70 More then citation information. Note the URL which is the unique location for the database holdings of the record you just exported into EndNote. Select if you want to go back to the database record.
    71. 71. 71 Save the PDF file to your computer and then pull it into your EndNote citation record for this article. You’re research potential is growing with EndNote.
    72. 72. 72 1. Select the record 2. Select the paperclip 3. Browse for the article where you saved it on your computer 4. Select “Open”
    73. 73. 73
    74. 74. Use Google Scholar with EndNote 74
    75. 75. 75 http://www.lib.ku.edu
    76. 76. 76
    77. 77. 77
    78. 78. 78
    79. 79. 79
    80. 80. 80
    81. 81. 81
    82. 82. 82 From Google Scholar
    83. 83. 83 Adding References Manually
    84. 84. 84 Adding new references that you have collected
    85. 85. Reference Type? Many choices in the drop down menu 85 Create new references in your EndNote library by adding them manually into blank citation templates.
    86. 86. All References • Click on All References in the left hand column of the EndNote Library screen to view the new references, the recently imported references and the earlier references in one visible list on your screen 86
    87. 87. 87
    88. 88. 88 Using EndNote with Word Cite While You Write (CWYW)
    89. 89. 1. Open Word 2. Open EndNote 3. In Word, put the cursor where you want to insert the EndNote citation. 4. Using the EndNote toolbar in Word, go to EndNote and select the citation you want to insert 5. Select Tools and then CWYW and then Insert Selected Citation 6. The citation is now inserted into the text of Word and the Bibliography at the end of the document The above directions for inserting citations into a Word document comprise one way of getting this task done (the options are many but this is my preferred method).
    90. 90. 90 If you need to edit the citations inserted into Word from EndNote, the easiest way is to go to the full reference view in EndNote to make the editing changes and save that record by closing the viewing pane and saving. Then go to Word and select  Update citations and bibliography from the EndNote toolbar in Word. The saved changes will be reflected in the Word Document a miracle, btw.
    91. 91. 91 Bibliographies with EndNote
    92. 92. 92 How to create a stand-alone bibliography in Word from selected citations stored in EndNote? 1.Open Word to a new document and save as a named file. Type the title at the top of the page and put curser where you want the bibliography to start. 2.In EndNote, select (highlight) the citations you want to include in the bibliography. 3.From the EndNote toolbar, select EditCopy Formatted and then in the Word Document simply Ctrl-V for paste and the bibliography is built to save and/or print. The citation format is set in the EndNote program and cannot be changed in Word. Fonts and line-spacing can be easily changed and edited.
    93. 93. 93 Print (on the fly) a list of citations directly from EndNote resulting in a printed Bibliography. 1.Highlight the citations you want to include 2.Select  File  Print (Note: the Numbered style works well when printing a list of references from your EndNote library).
    94. 94. 94 Can I convert an EndNote coded bibliography to Plain Text? Yes. Click on the bibliography text in Word  the citations are now grayed-in. From the EndNote menu in Word, select “Convert Citations and Bibliography”  Convert to Plain Text. The bibliography will no longer be connected to EndNote and will be easier to modify in Word for a stand-alone bibliography. This is not a reversible process, so use it when you are completely finished building your bibliography.
    95. 95. 95 FAQs
    96. 96. 96 How to save an EndNote Library to a flash drive From the File menu in EndNote select Compressed Library (.enlx) and use the file dialog to save filename.enlx OR email your library to yourself or someone else
    97. 97. 97 If you already have documents on your computer you can import and attach them to references in your EndNote Library? Yes. With your EndNote library open, highlight the reference to receive the file (PDF, Word, jpg, etc.). Look at the view in the split window  click on the paper clip  select a file from your computer  Open  and the imported file will show in the document window. Don’t see the attachment? Click on the Reference tab not the attach or the preview.
    98. 98. 98 How do I enter a government office or agency into EndNote as an author? Here is the answer one of our student’s figured out: 1.Change the reference type to “government document” 2.U.S. Department of Education,, Office of Educational Technology Yes, two commas! Tells EndNote to treat the whole name of the government body as a surname. Another example of government departmental author: Department of Health,, Welfare and Social Security
    99. 99. 99 A Word on EndNote Web
    100. 100. 100 Guides.lib.ku.edu/EndNoteWeb
    101. 101. 101 Big Extra Credit: Transferring Word Citations to EndNote Library
    102. 102. 102 1.To begin, open Word document. 2. Use the Manage Sources option from the References tab to remove any sources you do not wish to transport to your EndNote library. 3. From the EndNote X7 tab, click on the Export to EndNote and then, from the drop- down selections, click on Export Word Master List.
    103. 103. 103
    104. 104. 104 4. Click Browse to choose the library to which the Word Master List will be imported or select a new EndNote library to export to a new one. 5. Click OK. It may take a few minutes for the export process to complete. When finished, verify in your EndNote library (make sure you go to the right one) that your citations have come through. You can now run the Find Full Text function, if you choose, to attach PDF files to your citations.
    105. 105. 105
    106. 106. Edit from Word to EndNote or from EndNote to Word. It is worth the effort of a sharp but short learning curve. 106
    107. 107. 107 All done now. Questions? Please, ask the Librarian Lissa Lord llord@ku.edu Summer 2014
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