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EndNote Tutorial Handout · PDF file EndNote Tutorial Handout ... Getting Started ... EndNote is a bibliographic management program designed to import, store and organise your references

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  • EndNote Tutorial Handout

    Table of Contents What is EndNote? ............................................................................................................................................................. 2

    Getting Started .................................................................................................................................................................. 2

    Create a New Library ......................................................................................................................................................... 2

    EndNote Interface ............................................................................................................................................................. 3

    Set the Reference Style ................................................................................................................................................. 4

    Adding References to Your Library ................................................................................................................................... 6

    1. Enter References Manually ................................................................................................................................... 6

    2. Importing/Exporting.............................................................................................................................................. 7

    Library Search ............................................................................................................................................................ 7

    Google Scholar .......................................................................................................................................................... 9

    Organising Your References ............................................................................................................................................ 10

    Groups ......................................................................................................................................................................... 10

    Creating Groups ...................................................................................................................................................... 10

    Creating a new Group Set ....................................................................................................................................... 10

    Adding references to Group .................................................................................................................................... 10

    Working with Endnote and Word ................................................................................................................................... 11

    Insert Citation ............................................................................................................................................................. 11

    By Searching ............................................................................................................................................................ 11

    Insert Selected ........................................................................................................................................................ 12

    Edit and Manage Citations .......................................................................................................................................... 12

    .................................................................................................................................................................................... 12

    Edit Bibliography ......................................................................................................................................................... 12

    Format ..................................................................................................................................................................... 12

    Disconnect from EndNote ............................................................................................................................................... 13

    Exporting a Plain Text Reference List/Bibliography into Word ............................................................................... 13

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    Compiled by Subject Librarians January 2015

    What is EndNote? EndNote is a bibliographic management program designed to import, store and organise your references. The program can automatically create and format bibliographies and in-text citations in many different referencing styles. An EndNote library may be equated to a file or folder containing the references you have found. A library can contain up to 100,000 references. It is possible to create several libraries, but it is strongly recommended that you work with one library only for a particular assignment or your thesis. If you want to store your references separately for each section/chapter, use the Groups feature. For a more comprehensive guide, please go to http://www.waikato.ac.nz/library/study/guides/endnote

    Getting Started The University of Waikato has a site licence that allows students to install EndNote on home computers for free. To download to your personal computer go to http://digital.liby.waikato.ac.nz/endnote/install/ EndNote is installed on the majority of University computers; if EndNote is not installed on a computer you are using, please contact the computer support person for your department/faculty. University computers are updated with the latest filter, connection files and Styles required for correct and current referencing. If you are not using a university computer please ensure that you visit http://digital.liby.waikato.ac.nz/endnote/

    Create a New Library

     Go to Start Programs EndNote.

     Click on Create a New Library.

     The first time you start EndNote after installation a screen appears showing the features of Endnote, close it.

     Go to File New.

    NB: You can open, close and save a Library from the file menu.

    NB: There are a number of options for accessing your

    library from multiple computers, including

    synching with EndnoteWeb and storing it on a USB. Talk to your subject librarian for

    your best option

    http://www.waikato.ac.nz/library/study/guides/endnote http://digital.liby.waikato.ac.nz/endnote/install/ http://digital.liby.waikato.ac.nz/endnote/

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    Compiled by Subject Librarians January 2015

    EndNote Interface

    1. Search/connectivity mode (local library, online search or integrated mode) a. Local library

    b. Online search

    c. Integrated

    2. Set the reference style

    3. New reference (Add a new reference to the selected group)

    4. Online Search (Connect to a database)

    5. Import references from a file

    6. Export references from Endnote

    7. Find full text (Search the Web for full text documents for the selected references)

    8. Open link (Open default browser and access the first URL defined in the reference)

    9. Open file (Open the first file attachment in the reference with the appropriate program)

    10. Insert citation (Into your Word document)

    11. Format bibliography (In Word)

    12. Go to Word

    a c b

    1 2 3 4 5 6 7 8 9 10 11 12 13 14

    15

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    Compiled by Subject Librarians January 2015

    13. Sync (Synchronize your desktop and online Endnote library)

    14. Share your library

    15. Help

    Set the Reference Style  Click on the referencing style (2).

     From the drop down menu select your desired style. If it does not appear on the list, click ‘Select Another Style’.

     If the style you need is not on that list, you will need to download the style from the UoW Endnote Support page.

     You will need to transfer the file from Downloads into the appropriate folder.

     If you can’t find, the style, filter or connection file you were looking for:

    Select Another Style: Select your desired style from this list, which is in alphabetical order.

    Note: University of Waikato specific styles can be accessed from

    http://digital.liby.waikato.ac.nz/endnote/

    http://digital.liby.waikato.ac.nz/endnote/

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    Compiled by Subject Librarians January 2015

    o In Endnote, go to Edit  Preferences  Folder Locations and check that the correct folder is selected.

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    Compiled by Subject Librarians January 2015

    Adding References to Your Library References can be added to a library by way of:

    1. Entering References Manually 2. Importing/Exporting Reference Information from a Database

    1. Enter References Manually  From the Reference Menu, select New Reference or click the New Reference Button (3) on the toolbar.

     Use the drop- down menu to select a template for (e.g. a book, journal article, etc.).

     Type the reference data into all the relevant fields.

     Author names:

     Type the surname, then a comma, then a space, and then the first name(s) with no full stop

     Type the surname, then a comma, then a space, then the initials separated by a space

     For a Corporate author, type the full name followed by a comma

    NB: By

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