2. Why EndNote?
EndNote is the leading bibliographic
software product on the market and
can be used to:
search for literature
develop a personal library of
references
create and format citations for
papers and publications
3. Learning Outcomes
At the end of the session you should be able to:
• create your own EndNote ‘Library’
• add references to your EndNote library manually
• transfer references from databases to your EndNote
Library using “direct export ”
• use “Cite while you Write” commands to add
references from your EndNote Library to your Word
document
• attach full text documents and images to references
• delete references from your library
4. Creating an EndNote ‘Library’
1. Click on EndNote Program icon
2. Cancel ‘Create a new free Endnote
Web Account’
3. Click ‘File’
4. Click ‘New’
5. Name your file and click ‘Save’
6. From drop down menu select your
citation style, e.g. MLA
7. To change citation style, scroll to style
desired or do ‘Quick Search’
5. 8.Write the name of the style then click
‘Enter’
9. To add references click this icon
10. Then select Reference Type e.g. book
11. Click in each Field e.g. Author
12. Enter data for references into the various
fields.
Activity :
Enter your first reference [book] in your
Endnote Library by typing the bibliographic
information into the appropriate fields
9. Saving and Adding References
Save by closing New Reference ( small
black X at top right hand corner of
screen)
To add another reference, click on this icon
((New Reference)
Activity :
Add the other references to your EndNote
library.
10. Transferring References from Databases
You can transfer references from a
database into your EndNote library
without having to manually type in
each record.
One way is
Direct Export from a Database
12. 3. Click on folder to open
4. Select records
5.Click on Export
13. 6. Select the Direct Export option
7.Save to your EndNote library
8. Click on ‘unfiled’ to merge references
http://www.newcastle.edu.au/service/library/tutorials/endnote/databases/export1.html
Activity: Search a database and export references to
your EndNote library.
14. Check References
Open your Endnote library to check
that your records were successfully
imported.
Click on ‘Unfiled’ to merge
references (will now be in one
alphabetic file)
15. Cite While You Write
Open Microsoft Word 2007
Click on EndNoteX3 in the ribbon at top
right
Begin to type your document
To insert a reference in the text, click EN
from EN taskbar to go to your EndNote
library
Select (highlight) the appropriate reference
from your EndNote library
16. It’s Magic!
Click on this icon to insert citation. The
citation will be inserted in the text at that
point and, at the same time, a full
reference will be added at the end of your
document
To return to word click on this icon
You may need to edit citation to conform
to in-text citation standards.
http://www.newcastle.edu.au/service/library/tutorials/endnote/getstarted/page2.html
Activity:
Type the short paragraph given and insert references from
your EndNote library into your document at the places
indicated.
17. To edit citation click on ‘Edit Citation
(s)’. To remove authors name Click
within the citation in the Word
document, then select Edit Citation .
The Edit Citation Window will appear
Click the box to the left of Exclude
author, then click OK.
Edit Citations
18. To omit the year of publication: Click within the
citation in the Word document, then select Edit
Citation . The Edit Citation Window will
appear. Click the box to the left of Exclude
year, then .
To add page numbers: Click within the citation in
the Word document, then select Edit Citation .
The Edit Citation Window will appear
Type the page numbers in the Suffix box,
ensuring that a space is included before the
pages (to separate the page numbers from the
citation), then click
Edit Citations (contd.)
19. To insert text before a citation: Click
within the citation in the Word
document, then select Edit Citation .
The Edit Citation Window will
appear.
Type the text to be added before the
citation in the Prefix box, ensuring
that a space is included at the end of
the text (to separate the added text
from the citation), then .
Edit Citations (contd.)
20. Attaching Full Text Documents
and Images
Open your Library
Highlight a reference in your Library window
Select References then File Attachments then
move cursor across to Attach File
Select the file you wish to attach then click Open
(A copy of your file will be copied to the Data/PDF
folder which accompanies your Library and an
icon will appear in the Link to PDF field in the
Reference Window
You may attach as many as 45 files to each
reference using Attach File
21. Deleting References
To delete a citation:
Click within the citation in the Word document, then select Edit
Citation . The Edit Citation Window will appear
Highlight the citation to be deleted from the left-hand pane, click ,
Remove then click OK. EndNote removes the in-text citation and
automatically updates the list of references.
You must be sure that you want to delete a reference from your
Library because:
each record in your Library is assigned a unique record number which is used
when you insert references from your Library into your Word document.
Therefore you must not delete any references from your Library which you may have
used in your Word documents.
If you delete any references from your Library which you have used in your Word
document and you need to reformat the references later in that document you will
not be able to do so.
Therefore you should be cautious when deleting duplicate references from your
Library
23. Manage Your EndNote Library
If you want to customise your Library, that is:
set a default library to open whenever EndNote is opened
create customised fields to store quotes, course codes, etc
change the Library Window display
add text to multiple references simultaneously
change EndNote fonts
change the default Reference Type
Search the content of an EndNote Library
Use Term Lists to improve consistency and accuracy in your
Library
Make a back up and compressed copy of your library.
Check this website for an online tutorial to learn how!
http://www.newcastle.edu.au/service/library/tutorials/endnote/man
Editor's Notes
EndNote allows you to create your own personal database of references, known as an EndNote 'Library'.
While these methods can save you time, it is important to understand that importing is not possible from all databases, and importing is seldom one hundred percent accurate. It is therefore essential that you always check the quality of any references you have imported, and edit them where necessary.
UWI Library subscribes to hundreds of journals and reference databases
Databases include bibliographic information about items indexed as well as abstracts and full text
Apart from typing references into your Library you can transfer references from these databases into ENDNOTE
Direct export. Some databases allow you to automatically transfer references from the database into EndNote. This is the is simplest and easiest method available.
It is also possible to search the OPAC from your EndNote Library
The transfer of references from databases into EndNote is not an exact science. No matter which method is used, problems can and do occur. It is important to check the quality of your references at the point of transfer.
When references are transferred into your Library the Reference Window initially displays just the transferred references (your other references will be temporarily hidden). Select References > Show All References to view all the references in your Library.
Databases often use different keywords or subject headings to describe the same concept. Use EndNote's Term Lists to create ‘standardised’ keywords.
EndNote works in conjunction with Microsoft Word allowing you to:
Easily insert references from your EndNote Library into your Word document
Automatically create a bibliography at the end of your document in the reference style of your choice!
By using EndNote to store the references you gather in the course of your studies or research, you can lessen the headaches normally associated with referencing your assignments and creating bibliographies.
