INTRODUCTION TO ENDNOTE X5

Presented by the Teaching and Learning Team

uml.teachingandlearning@manchester.ac.uk

What is EndNote?• Reference management software• Use for:

• Storing and organising references• Linking to full-text articles (PDFs)• Creating citations and bibliographies in your papers

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How can I access it?• Desktop software on all campus PCs• Licenses needed for personal copies

• www.adeptscience.co.uk/a4e/ (for student discount)• www.itservices.manchester.ac.uk/software/

• EndNoteWeb free to all staff and students• https://www.myendnoteweb.com/

• VPN connection• www.itservices.manchester.ac.uk/vpn/

How do I use it?• Create an EndNote “library”• Add references to your EndNote library• Organise your library• Format citations and bibliographies in Word

ADDING REFERENCES TO YOUR ENDNOTE LIBRARY

Direct export• Quickest, easiest and best option if available• On many databases including:

• Google Scholar• Web of Knowledge• Scopus• Proquest• Westlaw• OVID• EBSCO• … and many more

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Online search• Connect to databases directly from EndNote• Useful for:

• Adding reference data for a specific book• Searching library catalogues• “Quick and dirty” searches

• Remember:• Search from a Temporary Library• Search options are quite basic

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Typing references in yourself• Useful for:

• Adding chapters from edited books as references• Adding references for websites, pamphlets, maps, tables etc.

• Remember:• Author formatting• Select the appropriate reference type• If in doubt, use the Generic format

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Import filters• Use when:

• A database does not have a direct export option eg Zetoc

• Remember:• Select the corresponding Import Option for each database

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ORGANISING YOUR ENDNOTE LIBRARY

Reference management • Find and remove duplicate references• Find and link PDFs of articles to references• Create Groups of references• Add your own notes to references

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CITATIONS AND BIBLIOGRAPHIES

Cite While You Write (CWYW)• Insert citations into documents• Select an output style• Edit your citations • Edit output styles• Create a standalone bibliography

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MANAGING YOUR LIBRARY

Some tips• Only work from one EndNote library• Use the Compressed Library function to transfer a

library to another file location• Open your library from within the EndNote software – not

by double-clicking the library filename

Help and guidance• Use the online tutorials

• http://endnote.com/training

• Ask us for help • www.manchester.ac.uk/library

Information Correct at October 2012 SMc – T&L Team