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EndNote Basics 2016


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EndNote Basics 2016

  1. 1. EndNote Basics Michael Janakis, MLIS
  2. 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. 3. Endnote Overview
  4. 4. Description of EndNote •What is EndNote? •A citation management tool •Available to all Duquesne affiliated users at no charge!
  5. 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. 6. Main Resource is the Gumberg Library Guide •Main resource Gumberg Library Guide: • •Note: the guide also includes information about other citation tools such as Zotero and Mendeley
  7. 7. Downloading & Installing
  8. 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. 9. Downloading Step 1: DORI/Multipass
  10. 10. Go to the Index in DORI
  11. 11. Select Campus Services
  12. 12. Select “Computer Store”
  13. 13. Select “Software Downloads”
  14. 14. Download the version most appropriate for your computer
  15. 15. The installer should launch automatically
  16. 16. Accept all defaults through the install process and select “Finish”
  17. 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. 18. When you first open EndNote you will not have a default library
  19. 19. If you are not prompted to create one, select file > new
  20. 20. The library created here is “My EndNote Library.enl”
  21. 21. Once the library is created, you may select a default style (here APA 6th is selected)
  22. 22. Questions on Installation?
  23. 23. Adding References
  24. 24. There are many ways to add a reference, here are 2 of the most popular •Manually •Import from a database
  25. 25. To add a reference Manually go to References > New Reference
  26. 26. Select the type of reference
  27. 27. Add as much information as you like
  28. 28. And if desired attach a PDF
  29. 29. Here is a sample reference
  30. 30. The reference will now appear in your library
  31. 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. 32. For example, while in JSTOR do a search for “Leadership”
  33. 33. From the results, select a couple of articles by clicking on the check boxes
  34. 34. Select Export to export the citations to EndNote
  35. 35. A common file format for references is a RIS file. Select it here
  36. 36. You should be prompted to open the RIS file with EndNote
  37. 37. The citations will now appear in your EndNote library
  38. 38. Emerald
  39. 39. Emerald
  40. 40. ProQuest
  41. 41. Scopus
  42. 42. Double-Check Your Citations!!!
  43. 43. Questions on Adding References?
  44. 44. Add Citations with Cite While You Write (CWYW)
  45. 45. To create a bibliography from your EndNote Library, Open Microsoft Word
  46. 46. Note that EndNote X7 now appears as a tab in Microsoft Word (PC Version)
  47. 47. From the EndNote X7 tab, select “Insert Citation”
  48. 48. Search for the citation you wish to insert, and select “Insert”
  49. 49. Your in-text citation along with the bibliographic citation now appear in your Word document
  50. 50. Questions on Cite While You Write (CWYW)?
  51. 51. Syncing EndNote
  52. 52. Syncing Allows You to Use it Anywhere EndNote Web
  53. 53. Syncing your EndNote Library •From the EndNote Client installed on your computer select the Sync Icon
  54. 54. Syncing your EndNote Library • If you have not already done so, you will be prompted to create an account
  55. 55. Syncing your EndNote Library •You can now login to access your citations from any Web Browser
  56. 56. Questions on Syncing?
  57. 57. Tips
  58. 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. 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. 60. Adding Web Pages with Corporate Authors
  61. 61. Adding Web Pages with Corporate Authors
  62. 62. Adding Web Pages with Corporate Authors
  63. 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. 64. Questions?
  65. 65. Getting Help • – site for 24/7 help from Gumberg Librarians or partners at Gumberg •EndNote LibGuide on Library website
  66. 66. Contact Info Michael Janakis, MLIS (412) 396-6133