EndNote in 90 Minutes (X4)

Lissa Lord

llord@ku.edu

Summer 2011

The NoNonsenseVersion

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

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

Download EndNote:

technology.ku.edu/software/endnote

for Windows or Macintosh under.

Here is where you click Even if you have

a later version of

Windows

If you have a Mac

Open

This can take

10 – 15 minutes

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

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

Trouble with the EndNote installation?

The IT helpdesk helped me out, big time!

IT Customer Service Center

itcsc@ku.edu

864-8080)

Using Endnote for the first time

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.

Save the

Getting Started

Guide it is very

helpful.

This is the EndNote

Program that you just

downloaded. Click!

Create a new

EndNote Library

Library Name is EducationalLeadership.enl . . .

Note: Select Citation Style

Note: The style you select can be

changed at any time

6

Importing References from Database Search

Results

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

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.

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

Search & Mark & Export

OK

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

Exported Citations

• Click on References from Endnote and

select Show All which will put all your

citations into one list

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.

Mark

WilsonWeb

is the filter

you need to

download

Wilson

citations into

EndNote

Highlight all three citations, right click and

copy to Educational Leadership Group

Ready for easy?

http://scholor.google.com

Scholar Preferences

Import citations into

Endnote

Don’t forget

to Find

Library-

university of

kansas

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)

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.

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

Using EndNote

with Word

Cite While You Write

(CWYW)

1. Open Word

2. Open EndNote

3. EndNote toolbar for Word

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.

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 !

Questions?

Ask the librarian

Lissa Lord

llord@ku.edu