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.
PrimerSee also EndNote Tip Sheet
Lissa Lord firstname.lastname@example.org
Begin research with
• Use EndNote for bibliographies and citations
• EndNote organizes citations from journals,
books, websites, databases, government
documents and most of what you want to
• EndNote software is free to graduate students,
faculty and staff at KU 2
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
How to get it?
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
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.
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
I already had EndNote on my computer
which meant I was to “Modify” my copy.
Tip: From the
select style drop down
menu and select the
citation format you will
be using in your paper
(APA, MLA, Chicago,
Note: Select Citation Style
Note: The style you select
can be changed at any time
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
Tip: The library can be
Select Groups on the
EndNote toolbar and
Then you can drag and
drop (or right click on the
individual reference) and
Add to whatever group or
subgroup you have
Keyword search the
references in your
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.
The most efficient way to find
articles is to search the Libraries
Databases from the Libraries
1. Open EndNote library
2. Open KU Libraries Homepage
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 email@example.com
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.
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
Dissertations & theses @ University of Kansas
“educational leadership” AND math*
Search & Mark & Export
the article citation into
EndNote has this
message attached by
default. Click “OK”
This is EndNote and these
are citations downloaded
from various databases into
my EndNote Library.
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.
If you already have full text articles
saved to your computer, you can
import and attach them to
references in your EndNote Library.
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.
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
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
More then citation
the URL which is
the unique location
for the database
holdings of the
record you just
EndNote. Select if
you want to go back
to the database
Save the PDF file to
your computer and
then pull it into your
record for this
is growing with
1. Select the record
2. Select the paperclip
3. Browse for the article where you saved it on your computer
4. Select “Open”
references that you
Many choices in
the drop down
Create new references
in your EndNote library by
adding them manually into
blank citation templates.
• 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
Cite While You Write
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
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).
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.
How to create a stand-alone bibliography
in Word from selected citations stored in
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 EditCopy
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.
Print (on the fly) a list of citations directly
from EndNote resulting in a printed
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
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.
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
If you already have documents on your
computer you can import and attach
them to references in your EndNote
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.
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
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
Big Extra Credit:
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
3. From the EndNote X7 tab, click on the
Export to EndNote and then, from the drop-
down selections, click on Export Word
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.