This document provides an overview of how to use EndNote in 90 minutes or less. It discusses using EndNote to organize citations from various sources and create bibliographies. It then demonstrates how to download and install EndNote, create an EndNote library, import references from database searches into an EndNote library, and insert citations into a Word document from EndNote. The document stresses that detailed guides are available online for importing references from specific databases into EndNote.

1. EndNote in 90 Minutes (X4)
Lissa Lord
llord@ku.edu
Summer 2011
The NoNonsenseVersion

2. Begin research with
EndNote
• Use EndNote for bibliographies and citations
• EndNote organizes citations from journals,
books, government sources, websites and
databases
• EndNote is keyword searchable
• Free: Graduate students, faculty and staff at KU

3. http://www.lib.ku.edu library homepage

4. Download EndNote:
technology.ku.edu/software/endnote
for Windows or Macintosh under.

5. Here is where you click
Even if you have
a later version of
Windows
If you have a Mac

7. Open
This can take
10 – 15 minutes

8. Double click where
the zipped file is
saved (default) and
unzip happens
automatically
AND double click
Install
Click through install process
Select EndNoteX4 as Reference Manager OR not if you want use Word
Citation Management tools

9. http://www.endnote.com/training/

10. Trouble with the EndNote installation?
The IT helpdesk helped me out, big time!
IT Customer Service Center
itcsc@ku.edu
864-8080)

11. Using Endnote
for the first time

12. 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.

13. This is the EndNote
Program that you just
downloaded. Click!
Save the
Getting Started
Guide it is very
helpful.

14. Create a new
EndNote Library

15. 6
Note: Select Citation Style
Note: The style you select can be
changed at any time
Library Name is EducationalLeadership.enl ...

16. Importing References
from Database Search
Results

17. 1. Open EndNote library
2. Go to KU Libraries Homepage
http://www.lib.ku.edu
3. Click Articles and Databases from the
index in the left hand column
4. Select an individual database that fits
your research needs
Note: if you would like a refresher on literature searches, send me
an email and we’ll make an appointment. llord@ku.edu

19. 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.

20. What to Remember:
1. Open EndNote and Your EndNote Library
2. Search for articles in a database
3. Mark the articles you want to use
4. Export the citations to EndNote Library

21. Search & Mark & Export

23. OK

25. These citations can
be used as your initial bibliography
be inserted into a Word document
be saved as part of your growing research
library to use for academic work

26. Exported Citations
• Click on References from Endnote and
select Show All which will put all your
citations into one list

27. Wilson OmniFile
A second database to search that
is helpful for multidisciplinary
research. Provides indexing,
abstracting and full-text content
to journal articles in a variety of
disciplines.

28. Mark

30. WilsonWeb
is the filter
you need to
download
Wilson
citations into
EndNote

31. Highlight all three citations, right click and
copy to Educational Leadership Group

32. Ready for easy?

33. http://scholor.google.com

34. Scholar Preferences
Don’t forget
to Find
Library-
university of
kansas
Import citations into
Endnote

36. 3 Ways to get references
into your EndNote Library
• From a Database (Proquest; Wilson; Google Scholar)
1) search 2) mark 3) export references to EndNote
• Manually enter information into EndNote (adding non-
electronic sources to EndNote: print, interviews, exhibits,
your notes, etc.)
• From EndNote connect to library catalog or databases:
1) search 2) mark 3) import references into EndNote
(Caveat: this method does NOT work as well as searching,
marking and exporting from a database into EndNote)

37. Entering References
Manually
Start EndNote and open your library
Click: References  New Reference
Click: Reference Type menu and select the
type of information you are entering.
New Reference Window: Enter info where
you want it. You don’t have to use every
category.
More than one author? Give each author a
separate line in the Author Field.
Remember that the Research Notes Field
can store up to 10 pages of your notes, or full
text articles, quotations, etc.
Add an Image in the Image Field .. one
image per reference, however.

38. The Best Tip
• Detailed guide sheets for importing
references from databases are
available online here
http://www.lib.ku.edu/technology/citing/import/
• Print out the instruction sheets for the
databases you use most often

39. Using EndNote
with Word
Cite While You Write
(CWYW)

40. 1. Open Word
2. Open EndNote
3. EndNote toolbar for Word

42. Inserting an EndNote reference citation
into a Word document (using APA citation style)
1. You have selected a reference from within EndNote and
now in Word you put the cursor where you want to place
that in-text reference
2. Select “Insert Citation” from the EndNote toolbar
3. The in-text reference will be automatically placed AND . . .
take a look at the Reference List at the end of your
document
PS
A screen may come up asking you to search for the citation. Simply type in a
word or author connected with the citation you want inserted. I don’t know
why this happens sometimes.

47. Edit from Word to EndNote or from EndNote
to Word.
It is worth the effort of a sharp but short
learning curve.
This system is flexible and adaptable AND
you’re going to love it !

49. Questions?
Ask the librarian
Lissa Lord
llord@ku.edu