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Introduction to Endnote

What is EndNote?

  • EndNote is a software program that allows you to store and manage your references and images.
  • EndNote will format your references in whatever style you choose -- APA, MLA, Chicago Manual of Style, etc.
  • EndNote works with word processing software to allow you to insert citations directly into your paper, building your bibliography as you insert your citations.
  • You can import references into EndNote from many online databases.
  • EndNote has a search interface that allows you to search library catalogs and selected bibliographic databases and retrieves results from them directly into your EndNote library.
  • EndNote allows you to create your own searchable database of  references, and any additional information you choose to add about each resource.


Note: EndNote should not be considered a shortcut to having to learn proper citation style. In order to use EndNote effectively, it is important to understand the elements of a bibliographic citation. When entering references into EndNote manually, your output will only be as good as your input. When importing references into EndNote by either using a biliographic database or EndNote's search interface, it is necessary to check the data that have been imported and edit the citations when necessary. Editing is an important part of using EndNote.


Downloading EndNote Onto Your Computer

  • As a UVM affiliate, you can download Endnote to your computer from the UVM Software Archive
  • It appears that for EndNote to work with Word's "Cite While You Write" feature, you need to have Word on your computer BEFORE you download EndNote.
  • A Complete Install is recommended for the program to work properly.


Using the EndNote Program

Getting Started with EndNote

Select: Create a New EndNote Library OR File New
Decide where you want to save it and name the library.

Tip: A library is a file. Only create a new library for completely unrelated projects. Do not create separate libraries for separate parts of an ongoing project.


Setting Up Your Output Style (APA, MLA, Chicago Manual, etc.)

EndNote will format your references in whatever style you choose, and allows you to choose from a list of over 1,100 different styles. It is useful to start by selecting an output style (the style in which you would like your citations to appear), so that you can see what your citations look like in your chosen style as you enter them into EndNote. You can change the style of your citations at any point.


To set up an output style:
  1. Select Edit Output Styles Open Style Manager
  2. Select your preferred bibliographic style from the LONG list of styles (i.e. APA 6th)
  3. Go back to Edit Output Styles. The styles you select should now appear in the pull-down menu at the top left of the screen.
  4. Click on the style you select(i.e. APA 6th) for it to become your default style

 

Entering References into EndNote

There are 3 ways to enter references into EndNote. Each is explained below. You can enter references in manually, import references from bibliographic databases, or use EndNote's search interface to import bibliographic records from library catalogs and databases.


A. Entering References Manually
  1. From the top menu select: References New Reference or Click on the green " + " icon
  2. From the pull-down list select the reference type that you would like to enter.
  3. Enter the bibliographic information in the appropriate fields.

** Remember that in order to create good citations in EndNote, you must know what the proper elements of a citation are for books, journal articles, web sites, etc. **


B. Importing References into EndNote From Bibliographic Databases

Note: Most databases, but not all, allow you to do this. Make sure the database you are in has an Export feature. These are some general instructions to follow when importing into EndNote from a database. Instructions for importing will vary by database.

  1. Get into the database you want to search and enter your search.
  2. Select records to export by marking the ones of interest. (Make sure you choose to export only the marked records.)
  3. Select: Export (There may be an option for Direct Export or Export into EndNote. If so, make sure that option is selected.)
  4. Choose the library you want to import it into.
  5. You may be prompted to choose an import filter at this point. If so, choose the import filter that is the same version of the database from which you are exporting.
  6. Look at the references once they've been imported; they may require some editing on your part (or they may look good.)

For further assistance, see the detailed instructions for PCs for importing references from specific databases, by database name.

For further assistance, see the detailed instructions for Macs for importing references from specific databases, by database name.




C. Using EndNote's search interface to import records

EndNote has a basic search interface built into it, that allows you to search databases and import records directly into EndNote. Using EndNote's search interface requires the use of EndNote connection files. These files provide the connection between the database you are searching and EndNote.

  • Connection files may be problematical when attempting to use them to connect to our subscription bibliographic databases; therefore, we generally recommend using the database's own search interface and export features whenever possible.
  • At this time, Bailey/Howe Library is unable to support the customization of EndNote connection files.

However, this option works especially well for searching the University of Vermont's Library Catalog. To see whether the University of Vermont Libraries Catalog is in your connection files, do the following:

  1. Click on the 2nd item with the magnifying glass OR from the top menu go to Tools Online Search.

  2. ** If U of Vermont Libraries does not appear in the list of connection files, download it here:
    U of Vermont.enz
  3. Save U of Vermont.enz to the connection file folder in EndNote. For Windows users this will typically be:
    c:\Program Files\EndNoteX5\Connections


How to Use EndNote's Search Interface

Once you have successfully connected using an EndNote connection file, you will see EndNote's search interface on the bottom half of your screen.

  1. Type in your search.
    Note: The search capabilities of this interface are not as sophisticated as the interface of the database you are searching, so your searches might need to be more simplistic.
  2. All search results will be placed in your Endnote Library. Delete all items that you do not wish to retain.

Creating a Stand-Alone Bibliography From Your EndNote Library

Once you have entered references into EndNote, you can create a bibliography using some or all of your references. The following represents one, easy way to create your bibliography using Word or other word processing software.
  1. Select all the references you want to include in your bibliography by clicking on the first one, then: Ctrl-Click for each additional one (or Shift-Click for all of them).
  2. Go to: Edit Copy Formatted
  3. Open the Word (or word-processed) document into which you would like to insert the bibliography.
  4. Place the cursor where you want the bibliography and paste it in (Ctrl-V).

Tip: Once your bibliography is in Word (or word-processed format) , it is a good time to make any additional editorial changes that you need to make, such as adding a line about retrieval from a bibliographic database. It is always a good idea to review your bibliography for edits at this time.

 

Using the "Cite While You Write" feature in Word

EndNote is designed to work alongside Word, to allow you to insert citations into your document as you compose it, using a feature called, "Cite While You Write." As these citations are inserted, a bibliography reflecting these citations is automatically generated.

To use this feature, type your paper in Word, and when you are ready to insert a citation (and simultaneously a bibliographic entry), do the following:
  1. In Word 2010 and 2007 , select Endnote from the top menu Click on Insert Citation Find Citation (search by author or words in title) Insert
  2. In Word for Macs, go to Tools EndNote X5 Find Citation (search by author or words in title) Insert . Also, follow these instructions for Windows-based Word 2003 and older versions of Word.

 

EndNoteWeb

EndNoteWeb is a version of EndNote that is web-based and works both in conjunction with EndNote and on its own as a web-based application. It requires that you set up an EndNoteWeb account.

If you installed EndNote X4 or Endnote X5, you were prompted during the installation process to set an account up.

If you do not yet have an account set up, go to: http://www.myendnoteweb.com

Note that in order to initially establish an account, you either need to be on the UVM campus or connected through the VPN client.

For more information about EndNoteWeb, go to: http://www.endnote.com/enwebinfo.asp



Additional Help With EndNote

  • EndNote maintains its own very useful support page, that includes detailed support information, at: http://www.endnote.com/support/ensupport.asp

  • An extremely helpful introductory tutorial on using EndNote, created by the University of North Carolina Health Sciences Library, is at: http://www.hsl.unc.edu/Services/Tutorials/ENDNOTE/intro.htm

  • Introductory workshops in EndNote at UVM:
  • Check the library homepage for workshop schedule.


  • Workshops for groups of individuals from specific disciplines, departments, or schools, can be scheduled upon request, by contacting Laurie Kutner, Information and Instruction Services, Bailey/Howe Library.

  • For general questions about EndNote and to arrange individual consultations, please contact in the Information and Instruction Services Department in the Bailey/Howe Library.


Last updated: August 16, 2012, smp
By: Laurie Kutner

Bailey / Howe Library

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ph: 802.656.2023 · fax: 802.656.4038

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