IMPORTANT: This page is temporary; once the UB Libraries server migration is complete, this page will be removed and you will be directed to go back to the permanent page: http://library.buffalo.edu/libraries/asl/courses/en/endnoteclass.html |
The University Libraries currently offers EndNote™X5 for Windows and ™X4 for Mac. Please back up your existing EndNote libraries before upgrading to newer versions.
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What you need
to use EndNote
UB EndNote page. Go here to find information about, and to download the software. Install
as instructed
then open EndNote (EN) to begin working. When you
open the application the first time, you will be asked for
your key
number. Enter this and continue. |
When you open EndNote, you
will be given choices:
- Start a new library
- Open an existing
library
- What's new option.
Library is the EN term for your
database. If you are starting, choose "new library." If
you are returning to one you already started, choose "open an
existing...."
Reference is the EN term for a record in your database. |
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Getting records into your
database
There are several ways to do this. The three most useful
methods are described below.
1. Input data from your notes directly
into a new record (reference)
- Open or create a "library" (EndNote's
term for a database).
- Choose menu >> References >> New
Reference [Control-N]
- The
new reference (record) is displayed ready for input.
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- Enter text into the fields (either type or copy-paste data). Move from field to field by Tab key or move cursor with mouse.
Note that some fields show up in red after you enter data. This is an automatic entry feature (if you begin typing the same data in another reference, it will automatically offer to fill it in for you).
- Once you have finished input of the data in your reference, close the reference pane (you may be asked if you want to save the reference--click OK if you do). Your reference is now included in your library.
- Repeat the process to add more references.
- Change the type of reference (e.g., Book, Journal) by changing the Reference Type in the pull-down.
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2. Export data from database searches
EndNote allows you to search UB-subscribed, and other databases and to download citation data for your results. This speeds the input process. Begin to search databases using the UB Libraries Databases by Title page. (Note: not all databases will create output in the same format; some databases do not provide export features. See: Downloading References for help on particular databases).
Note on web browsers and Zotero. If you are using a browser (e.g., Firefox) that has Zotero installed, it may conflict with your EndNote export function. You must disable Zotero before performing database searches and exports. See: Disabling Zotero to Allow Export of References to EndNote.
As an example, open the MLA International Bibliography and enter search term(s) (e.g., "tolkien").
View results and check the records that you wish
to download, OR open a citation and click "Download citation."
You can "mark" (select) record by
record, or you can mark an entire page of records at a time using the "Alert/Save/Share" menu.
In the example at right, clicking on "Results (1-10), selects records 1-10. |
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If you wish to select more records, you may change the number displayed per page (and then save more “Results”) using “Page Options” menu.
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In “Page Options” you may change the number of records to display.
Then click on “Alerts/Save/Share” to select records. |
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When finished selecting, click on “Folder View.”
This displays the records you selected.
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| Click on "Export" for next step. |
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- Select “Direct Export to EndNote…”
- Then click “Save”
- The software will look for EndNote and ask you to identify the library to which you want to add data.
The references will then appear in your library where you may open them and use them along with your existing references. |
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Notation shows how many references were imported (in this case, 10); the references are shown by themselves in right pane.
You can see all of your references again by going to:
REFERENCES >> SHOW ALL REFERENCES
(Control-M).
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You can now open any of these references and edit, annotate, and use just as any other reference. |
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Other Database Examples & Help
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- With some databases you may get a dialog box asking you to select the "library" you want to add the records to.
- Select the folder and library that you wish, then press OPEN to complete the download. You will then see your EndNote library opened with the new records listed. This process is the same, or similar with many of the UB databases.
- You can now open any of these records and edit, annotate, and use just as any other record (image below).
Note that if you already have records in the library, these are not displayed at this time. You can display all records by the MENU selections: REFERENCES >> SHOW ALL REFERENCES (Control-M). |
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3. Import data from database through Online Searches in EndNote
 With your library open, make the menu selection:
TOOLS >> ONLINE SEARCH... - Choose a database to connect to from the list
- When
choosing ONLINE SEARCH, you will be given a list of all possibilities in
EndNote's programmed list of databases. Not all are available to the
UB
community and a few require passwords to enter. Most will go
through
the UB server and you will not need to enter any password (just click
OK).
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Make a selection from the table (in the example, University of Toronto is selected).
Click on CHOOSE to start (if direct access is allowed, the search pane will open).
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- Enter search term(s) making changes to the ANY FIELD (for selecting individual fields (title)),
- then type your search term, ADD optional terms, with AND, OR, NOT and field to search,
- Then click on the SEARCH BUTTON.
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You will be given a dialog box telling you how many references were found.
Then either hit OK (to import all records), or enter a starting and ending number to select a smaller range of references (e.g., 1-20). |
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- The results will appear on the screen
- If you want to remove any of these, click on the references you do not want and then use the menu:
- REFERENCES >> MOVE REFERENCES TO TRASH (CTRL-D)
That is all you need to do! You can either select more records, run other searches, or disconnect.
All results are added to your library, but are kept grouped so that you can view and decide which to keep or delete. |
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At this point, the records that are displayed are the ones found in the University of Toronto catalog.
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You can view these and delete any that you wish to by highlighting each (click-control), then from the REFERENCES menu, choose MOVE REFERENCES TO TRASH. |
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That is all you need to do! You can either select more records, run other searches,
or disconnect.
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How to Use EndNote With
MS-Word 2004 and MS-Word 2008*
additional notes on using Word | Using MS-Word 2008 with EndNote (Windows verison)
Open your Word document
and your
EndNote library.
In EndNote, select
the
citation that you wish to insert into Word.
Switch to your Word document and put the
cursor on the place you wish to insert the
citation, then choose:
TOOLS >> ENDNOTE X5 >> INSERT
SELECTED
CITATION(S)
(you can insert more than one)
This inserts the footnote
indicator and footnote in
the appropriate places in
the document.
You can perform this action starting either
in Word or EndNote.
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FORMAT
BIBLIOGRAPHY lets you reformat your footnotes to another
citation style
(i.e., APA, Chicago). To do this: |
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UNFORMAT
CITATION(S) is used when you have completed your paper and citations.
It breaks the link between EndNote and Word so that the document will
not change
if the EndNote library is edited in the future. |
Notes
- *A sample Word
document to use for practice is located
here.
- Always edit citations in EndNote and then reformat
your Word document
(choose TOOLS >> ENDNOTE X1 >> FORMAT
BIBLIOGRAPHY). This updates your
Word document and you will be
sure that the citation will not revert to any edits you
made to
it in Word.
- EndNote has a SPELL CHECKER. It will not solve
everything, but can assist you
in fixing typos in your records.
- When you are finally done with your paper, and
plan on making no more citation inserts,
SAVE the document, then:
choose TOOLS >> ENDNOTE X1 >> REMOVE FIELD CODES.
This
breaks the link between EndNote and Word file and your document
is ready to print.
This step is optional.
Additional Help and Resources
- The UB Libraries EndNote page provides additional
help and resources.
Start here if you need assistance, filters for UB subscribed
databases, or other
technical needs. The UB Libraries EndNote® -
Frequently Asked Questions page
link also appears here, as well as the Technical Support page (with filters,
connection files, updates and patches, and styles).
- The EndNote
product pages also offer answers, downloads, and support.
- Other institutions have also created helpful
EndNote guides and information pages.
A similar
page is the EndNote
FAQ page at the University of Texas at Austin Library.
- EndNote
assistance is also found on the University
of Queensland website.
- Check UB EndNote Training for additional sessions on specific or advanced topics.
- Preferences (under the Edit Menu) contain many
parameters that you can adjust to
customize EndNote to your own needs.
- For questions specific to this class, contact David
Bertuca (645-1332).
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What's
Neat in EndNote
EndNote X4 includes these new features (access in EndNote under HELP >> CONTENTS >> What's New?):
- Use Group Sets to better organize your EndNote references. Save references in groups and then save sets of groups in Group Sets. You can collect both custom groups and smart groups within the same Group Set. See About Groups and Groups Sets.
- Cite While You Write with the free OpenOffice.org Writer word processor. See How to Cite While You Write with OpenOffice.org Writer.
- Create a separate bibliography for each section in a single Microsoft Word document. See Creating Multiple Bibliographies in a Single Document and Sections.
- In Microsoft Word, multiple citations that are grouped under a single number can be differentiated with letters. See Numbering Citations.
- Find even more full text documents with Find Full Text. Use OpenURL Link resolvers and proxy systems to find, download, and automatically attach full text PDF files along with core bibliographic data. See Finding Full Text for a Reference.
- Easily save a copy of an attached file. See Saving a Copy of an Attached File.
Other Neat Features
- Keep
building your library, with no size limit!
- Use EndNote on any handheld
device (PDA) that uses Palm OS 4.1 to 5.x.
- EndNote for Windows Mobile / PocketPC
- Groups limit increased to 500
- Support for Open Office (ODT) files using the Format Paper function.
- Add images in EndNote along with captions; both can be added to Word files using Cite While You Write.
- Enter long abstracts
and notes—up
to 50K, or approximately 10 pages of text.
- Track and print critical
information with these additional fields: Electronic Resource Number,
Link to PDF, Research Notes, Access Date, Last Modified Date, Translated
Author,
Translated Title, Name of Database, Database Provider,
and Language
Ideas for Using EndNote
- Keep a reference file of materials you have read or need to read. Add notes to references as you use them to remember key details
- Keep notes on any research or data that you want to record. Create references as informal records to yourself
- Create bibliographies and citations to place in documents (using Word; Word Perfect)
- Create catalogs (libraries) of your CD, DVD, or Book collections.
- Create databases of quotes, notes, trivia, and any other data.
- Create an inventory database, including photographs (good for collections of artifacts, people, art work, things).
- Share libraries with colleagues. Create a network database for projects and departments.
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Using EndNote
![](http://library.buffalo.edu/libraries/asl/courses/en/images/mla-save3X4.jpg")
