EndNote is software that will manage references and citations collected during research. Citation styles (APA,MLA, Chicago...
ADVANCED ENDNOTE1. If you already have full text articles on your computer you can import and attach them toreferences in ...
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Endnote Tip Sheet


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EndNote is software that will manage references/citations collected during research. Citation formats (APA, MLA, Chicago, etc.) are included within the EndNote program. A literature search is an information gathering process to define information for your research paper. At the dissertation level, this search includes all significant information in your field of study. EndNote and the literature search go hand in hand.

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Endnote Tip Sheet

  1. 1. EndNote is software that will manage references and citations collected during research. Citation styles (APA,MLA, Chicago, etc.) are included within the EndNote program. EndNote X6 software is free to graduatestudents, faculty and staff at KU.DOWNLOAD AND INSTALL the EndNote software: http://technology.ku.edu/endnoteSelect Download EndNote  Select either Windows or Mac. The following steps are specifically forWindows. For Mac please refer to http://technology.ku.edu/endnote for details.Login with your KU Online ID. After you login you will get the option to OPEN or SAVE the downloaded file:a. Select SAVE and OK and save to your desktopb. Right click on the EndnoteX6Win.zip and select Extract all Files optionc. Double click on the ENX6Inst icon  Select “Open”  Select “Run” (even if you get warning publisher)To install the KU Catalog connection, you must download this file  UKansas.enzhttp://technology.ku.edu/sites/technology.drupal.ku.edu/files/images/general/UKansas.zip and Save tothe Connections folder in the EndNote program folder  C:Program Files(x86)EndnoteX6ConnectionsNow you are into the EndNote Program and need to follow these instructions to use EndNote:SET-UP1. Create your EndNote Library: A library is like a folder of references. Check the “Save as Package”checkbox on the Create New Library screen (if it is available). Tip: make one library and subdivide holdingsusing “Groups” which can be further subdivided into categories.3. Select destination by default (C:Program Files(x86)EndNoteX6 folder) Watch for yourWord2007Management tools if you are using them uncheck “Use EndNote” as my default and select Next2. From the EndNote toolbar, select the style drop down menu and select the citation format you will beusing in your paper (APA, MLA, Chicago, etc.)—this is changeable.3. You can add references manually into your EndNote library for items that were not downloaded througha database or Google. To do this: click Reference on the EndNote toolbar and select New Reference.4. If you want to create Groups of saved references: Select Groups on the EndNote toolbar andCreate Group. Then you can drag and drop (or right click on the individual reference) and Add to whatevergroup or subgroup you have established. The references moved to a group still remain in the larger AllReferences category under References on the EndNote toolbar. The same reference can appear in multiplegroups and are not duplicated when you do this nor are they deleted.RESEARCHING WITH ENDNOTE1. The most efficient way to find articles is to search the Libraries Databases. From the Libraries homepage(http://www.lib.ku.edu) select Articles & Databases from the left hand column. Next, select the databaseyou want to search and enter your search terms. The results include citation information for the articles youselect which can be then downloaded into your EndNote Library. When you select the articles you want, lookfor the option to save, export, or send. The EndNote option might also be labeled as “RIS.” Need helpresearching databases? Email Lissa llord@ku.edu2. Really Big Tip ! Detailed instructions for exporting references from specific databases to EndNote areavailable here: http://www.lib.ku.edu/technology/citing/import3. Google Scholar has scholarly articles and you can download the citations into EndNote. From theLibraries homepage (http://www.lib.ku.edu) click on G in the alphabetical listing of databases and go toGoogle Scholar. When in Google Scholar select Settings and under Bibliography manager select EndNoteand Save. Conduct a Google Scholar search. From the list of found articles choose an article you want andclick Import into EndNote and select Open with EndNote X6 and OK.Endnote Tip SheetOnline: http://dissertationresearch.blogspot.comRegents Center LibraryBulletin Board SeriesDissertationsSummer Semester 2013
  2. 2. ADVANCED ENDNOTE1. If you already have full text articles on your computer you can import and attach them toreferences in your EndNote Library? With your EndNote library open, highlight the reference to receive thefile (PDF, Word, etc.). Look at the Preview or the Reference view in the split window  click on the paper clip select a file from your computer  Open  and the imported PDF file will show in this window. Or, you cansimply drag the file from the computer’s desktop over to its reference in EndNote (you may need tominimize some screens to see your article). Or highlight the reference in your EndNote Library and rightclickFile AttachmentAttach a file [Word Docs, images, etc, will show as attached file icons in the fullbibliographic record  double click on the icon to get a full record.] For images, PowerPoint slides, etc. youmay need to look at the entire EndNote record and not just the preview or reference view.2. Cite While You Write (CWYW): EndNote can insert in-text citations into your Word document textwhile building a formatted reference list at the end of the Word document (as required by APA). In Word, putyour cursor on the spot where you need to insert the citation and return to EndNote to highlight the referenceto be inserted. From the toolbar in EndNote  Tools  CWYW  Insert the selected citation. (Thereare several different ways to use CWYW, this method seems to be the most consistent.) If you need to editthe citations inserted into Word from EndNote, the easiest way is to go to the full reference view inEndNote to make the editing changes and save that record by closing the viewing pane and saving. Then goto Word and select  Update citations and bibliography from the EndNote toolbar in Word. The savedchanges will be reflected in the Word Document a miracle, btw. To format the Reference List select thelower right arrow in the “Bibliography” box on the EndNote toolbar in Word. See the editing popup box andselect Layout.BIBLIOGRAPHIESHow to create a stand-alone bibliography in Word from selected citations stored in EndNote?There are several methods for copying the citations from EndNote to Word:1. Open Word to a new document and save as a named file. Type the title at the top of the page and putcurser where you want the bibliography to start. In EndNote, select (highlight) the citations you want toinclude in the bibliography. From the EndNote toolbar, select Edit  Copy Formated and then in the WordDocument simply Ctrl-V for paste and the bibliography is built to save and/or print. The citation format (APA,Chicago, MLA, etc.) is set in the EndNote program and cannot be changed in Word. Fonts and line-spacing canbe easily changed and edited.2. Print (on the fly) a list of citations directly from EndNote resulting in a printed Bibliography.Highlight the citations you want to include and select  File  Print (Note: the Numbered style works wellwhen printing a list of references from your EndNote library).3. You can convert the EndNote coded bibliography to Plain Text by selecting (clicking on) thebibliography 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 beconnected to EndNote and will be easier to modify in Word for the stand-alone bibliography. This is not areversible process!MORE1. Save your EndNote Library to transfer (like to a flash drive): From the File menu in EndNote selectCompressed Library (.enlx) and use the file dialog to save filename.enlx2. Tutorials to see: http://endnote.com/if/endnote-video-trainingQuestions? Ask Lissa llord@ku.edu June 2013