Endnote: An Introduction to

Bibliographic Management Software

Caitlin Brown, LLMSW & Rachel Lathrop, LMSW

Wayne State UniversitySchool of Social Work

Center for Social Work Research

What is Endnote?

• Specialized database program for storing and managing bibliographic references

• Allows you to export references directly from online catalog and online databases and import into EndNote database

• Enables users to integrate bibliographic citations within word processing documents

Endnote: Session Objectives

Learn basic Endnote functions

• Creating an Endnote Library

• Manually adding records to an Endnote Library

• Link saved .pdf file articles to an EndNote Library entry

• Using Endnote to find full text articles

• Creating Groups in Endnote to organize references

• Automatically sorting articles into groupings

• Export Records from Online Databases into an Endnote Library

• Create a bibliography from EndNote library entries

• Use EndNote to insert citations into a manuscript

What you need to get started…

Download EndNote X7• WSU C&IT Download Center:

http://clearinghouse.wayne.edu/currentsite/downloads.htm#endnotedownload

View Endnote Tutorials• Endnote Training Website http://www.endnote.com/training/• Guides and videos on the WSU library website: http://

guides.lib.wayne.edu/endnote• Endnote Online User Guide: http://endnote.com/if/online-user-manual/x7

Endnote Web• www.myendnoteweb.com

Create a New Endnote Library

• Click on the Endnote icon on your desktop- or select in programs menu

• To create a new EndNote library click File>New…

• Important: Endnote will automatically open the last library used. So make sure to close that one and start a new one if needed.

Create a New Endnote Library

• Select an appropriate folder • Name your new library• Click Save

Type name of EndnoteLibrary here

Click this icon until you see the folder where you would like to store your Endnote Library

Create a New Endnote Library

• Important: Once a library is created it creates an associated data file which stores all the citation info & PDFs

• Don’t move or rename one without moving the other or your library won’t open!

Create a New Endnote Library

Your new library will open, ready to enter citations.

Select Output style for library

Select “Select another style” from the Toolbar drop-down and click on “APA 6th Edition” (this will format all references in APA style)

Citation Information ~Output Styles~

Select the “style” for your citation—APA, MLA, etc.

Open EndNote Select Edit from Drop-Down Menu Select Output Styles Select Open Style Manager Locate Style and Click in box (a checkmark will appear) Citation Style has been added You can edit a style by double-clicking on the name or

clicking Edit in the bottom right

Manually adding records to your Endnote Library

Select “References” from the Toolbar and click on “New Reference” (or use CTRL+N from the keyboard)

Your can also start a new reference by clicking the (+) sign in green.

Manually adding records to your Endnote Library

Click the to save the record and close the New Reference entry window

A blank entry form appears. Enter the bibliographic detail in the appropriate fields.

Select the reference type (journal article, book, etc.)

Viewing the Citation Style

Use the Hide/Show Tab Pane to see the citation in the selected style

To view a citation (and to be sure it is added in the correct format) click on the citation and review the citation in the “preview” box below.

Using EndNote to find articles online

• Select “Global” symbol

• You will be given many options on database sources to use

• You can only use free available databases, i.e.:• PubMed• US Natl. Institutes of Health• Wayne State University

Catalog • Select database and enter your search options

• Endnote will display how many articles are found within your search parameters

Creating Groups in Endnote

• Highlight reference that you would like to group together- to select more than one (click+ hold down control)

• After all are highlighted- right click

• Add references to -create custom group

• Type the name of custom group (e.g. homelessness)

• Highlighted references will be grouped into a folder

Alternately, drag & drop references to a group you already created

Creating Smart Groups in Endnote

• Right- click over “My Groups”• Select Smart Group• Type in next to Author “Shih”• Press Enter

• The Smart Group will automatically pull any articles into it from Author- Shih

• In future online searches, all articles by this author imported into your Endnote file will automatically populate your Smart Group

You can use this command to sort articles within the database by author, date or keyword- (*) is used to truncate words in keyword search or sort

Adding citations to your Endnote Library from Proquest Research Library database search results

Mark record(s) you would like to add to your library and click on ‘Export’

Adding citations to your Endnote Library from Proquest Research Library database search results

Select Endnote

Adding citations to your Endnote Library from Proquest Research Library database search results

When your Endnote file is open, the items will automatically be added to your Endnote library!

Adding citations to your Endnote Library from Google Scholar

Mark record you would like to add to your library and click on ‘Cite’

Same as Proquest

Adding citations to your Endnote Library from a database

• Your citations are imported into EndNote.

• If you already have an EndNote library open, it will go into that EndNote Library. Otherwise, you will be asked to select a library to import the citations into. You must have a library created before you import citations.

• You will only see the imported references. Select All References or CTRL-M to see all of the references in your library.

Manually attaching full text articles to a reference in an Endnote library

• Double click on a citation, or perform this tasks when manually entering a citation

• The citation information will appear

• Click the paperclip OR

• Scroll towards the bottom where you will find “file attachments”

• Highlight this section (click on it)

• Right click

• Go to ‘File attachments’

• Click ‘Attach file’

• Find file on hard-drive and attach.

Using Endnote to find full-text articles

• Go to Edit>Preferences>Find Full Text• In OpenURL Path, enter http://up7af9tu5s.search.serialssolutions.com• In Authenticate with: URL, enter https://login.proxy.lib.wayne.edu/login• Click on OK

Using Endnote to find full-text articles

• Select all the references for which you want to find full texts (CRTL+A for all)

• Right click>Find Full Text

• Important: Make sure you authenticate first!! (sign in with WSU Access ID & password)

• Then click Find Full Text

Using Endnote to find full-text articles

Under Find Full Text in left panel you will see status of search

A paperclip will appear next to articles for which Endnote found PDFs

Inserting in-text citations (Cite While You Write)

• Open a word document. Go to Endnote X7 in top toolbar

• Click ‘Insert Citation’

• You must have an Endnote Library open

• Specify key word (e.g. author) and it will populate a matching list of references from the Endnote Library

• Select the citation style

Inserting in-text citations (Cite While You Write)

Bibliographic reference automatically generated at the end of your document

• You can also do this by clicking Go to Endnote and click on the reference you want in the Endnote Library

What it looks like in your Word document

Creating a bibliography from an Endnote library

Same instructions as for inserting a citation except select Insert in Bibliography Only

You can also right click a citation in Endnote– select copy formatted and paste into your reference list

Creating a bibliography from an Endnote library

• Select the proper output style

• Select the entries for the bibliography

• Select Edit Copy Formatted from the menu bar (or CTRL-K)

• Open your Word document

• Right click and select paste or CRTL+V