1. EndNote
Introduction & Advanced Tutorial
Olga Koz,
CTU Regional
Librarian

2. EndNote
1.Key capabilities and strategies
2. Properties
3. Creating EndNote library.
4 Use EndNote with Microsoft Word to create
bibliography, list of references and in-text
citations.
5. EndNote and Literature review
6. How to find help!

3. What can EndNote do?




‼
Create a database (library) of references and texts for a
specific topic
Export citations from library catalogs or other electronic
databases
Link references into word processed documents
Generate bibliographies in specific styles, especially for
publication
Create Literature map

4. CTU Doctoral students library guide

5. CTU library guide to EndNote
http://careered.libguides.co
m/endnote

6. Online tutorials
How to use EndNote in 7 min from Thomson Reuters
How to import citations
How to find full text
How to insert citation
Format bibliography
http://endnote.com/if/onlineuser-manual

7. Navigation
Click on the library of choice, and it will open
Click on the record to open

8. Create groups
Smart groups
Create from a group
Create a group set

9. Arrows allow you to move through the reference list,
displaying each full record, editing record and so on
Make sure
format is
right
Spell
checker
Author’s name
in the right
order
Title is not
abbreviated
Return
to Word

10. Search remote databases
Search button

11. How to import/export
citations from the
databases

12. Export

13. Ways to enter references into
EndNote
Typing by hand
Click References – Select New
 Export directly into EndNote
 Searching and downloading directly
through EndNote using Connection
Files (v.6 + only)


14. Inserting In-text Citations with Word

Open the Word document in which you wish to insert references

Place the cursor where the citation is to be inserted

Go to the EndNote library and highlight the appropriate
reference

15. Creating a bibliography/ References

Once the document is written, the bibliography can be formatted
in a chosen style

In EndNote:
–

click on Cite While You Write -- Format Bibliography
In Word:
–
click on Tools – EndNote -- Format Bibliography

16. Changing or editing output
style
To change the citation style,
select Edit -- Output Styles
and select the style of
choice
Use New Style to select a
style that is not currently
displayed

17. Once you have selected
the style, click on Tools Cite While You Write -Format Bibliography
You will be prompted to select
the style the document, layout
and font

18. Annotated Bibliography
To create an annotated bibliography in the APA style, it is suggested
you do two things:
1. Customize an EndNote field, which you can use to store your own
abstract of an item; and
2. Modify EndNote’s APA style, to include this field in your bibliography
If you are doing that as an
assignment and an
instructor has requested a
particular format
Create a separate
group for Assignments
Use default Notes and
Abstract fields
Do not use Research notes field
– create a new customized field –
My abstract

19. Edit menu/ Output Styles

20. Step 1. Customizing a
field for your abstract
Edit | Preferences |
Reference Types and
click on Modify
Reference Types.

21. Step 2. Modifying the APA style, to include your abstract in your bibliography
Select Edit | Output styles | Open Style Manager
Edit APA 6th annotated
 In the panel on the left of the screen, under Bibliography, click on Templates. On
the right, you will see templates for each of the different reference types.
 Place your cursor at the end of the chosen template.
Click on Insert Field, and select End of Paragraph
Click on Insert Field, and select End of Paragraph
Click on Insert Field, and select Tab
Click on Insert Field, and select My Abstract
Click on Insert Field, and select End of Paragraph

22. Literature review

23. Sync EndNote Desktop with EndNote Web

24. Finding help

25. References
EndNote Manual
http://careered. Libguides.com/ctu/endnote
The official EndNote web site
http://www.endnote.com
EndNote Technical Support
http://www.endnote.com/support/ensupport.asp
EndNote Users’ Mailing List
http://www.endnote.com/support/en-interest.asp