Introduction to EndNote 9 Joy E. Harris, Copyright 2005.

Introduction to EndNote 9 Joy E. Harris, Copyright 2005

EndNote 9

• EndNote is a bibliography and thesis template program.

• It is used to organize references and images, and create bibliographies and figure lists instantly.

• There is also a handy thesis template.

Some Prior Knowledge Needed

• This tutorial, while designed to be a step-by-step guide, does assume basic knowledge of the library databases.

• If you need assistance using the library databases, you may call the reference desk at Miller Nichols, ext 1534 or visit them on the first floor of the library.

Today’s Topic: Bibliographies

• Although EndNote has a terrific thesis template, this tutorial will focus solely on the bibliographic features of Endnote.

• This tutorial demonstrates how to create a library manually and how to import from the following databases:• Merlin• Mobius• EBSCOhost• WilsonWeb

Opening Endnote

• To launch the endnote program, go to Start→ Programs →EndNote →EndNote Program.

Creating a New Library

• When you first open EndNote, you are prompted to add a new library or open an existing one.

• Let’s create a new one called demo.

• Make sure you know where you are saving the new library.

Your empty database looks like this:

Entering New References

• Click the New Reference icon or use the keyboard shortcut Ctrl+N to add your first reference.

Select the Reference Type

• Select the reference type by clicking the drop down arrow as indicated.

• The type of reference that you select determines the available fields.

Adding an Entry

• If the Author is new to the data base, the name appears in red.

• Continue adding data to all applicable fields are entered.

• When you have added as much information as possible, simply close the New Reference page. Your entry will be saved automatically.

Auto-fill Feature

• The auto-fill feature reduces typing time.

• Notice that when I create a second entry that begins with the letter “D,” the auto-fill feature completed the entry for me.

Preview Pane

• The preview pane, when selected, shows the details of any highlighted item.

Key Words

• Key words are used to locate and cross reference entries. Be sure to include several key words; this enables you to cross-reference your entries easily.

• Key words for Daly might include, women, feminism, and religion.

Searching

• One of the powerful features that EndNote provides is the ability to search the database by a number of different criterion.

• To search by keyword, for example, select References→ Search References.

Searching Continued

• In the example below, the search is for Religion in the Keywords field.

• The search will return all entries that contain the word Religion in this field.

Output Formats

• EndNote currently offers over 1200 bibliographic styles.

• Creating a bibliography is simple.• Select the entries you want to include.

• Click the first entry.• Hold down the Ctrl key and click each additional

entry.

• Select the output style as shown on the next slide.

Select a style from the drop-down list.

Printing/Exporting Your List

• Once your entries and the output styles are selected, simply print your list.

• If you want to add your entries to a current document, you can export the file, then copy and paste that data into your current document.• Select File→ Export.• Select .rtf as your file format as shown on

the next slide.

Select .rtf and note location

Adding the .rtf to your document

• Now that you have exported the references to a .rtf (rich text format) file, you can simply open it and copy and paste into any other document.• In MSWord and most other word

processing programs, they keyboard shortcut for copy is Ctrl+C.

• The shortcut for paste is Ctrl+V. (The reason it isn’t Ctrl+P is that command is used for printing.)

Importing References

• One of the most powerful features of EndNote 9 is its ability to import references from a wide variety of library databases.

• One caveat is that the import process varies widely from one database to the next.

• We will look at the most commonly used UM library databases for the School of Education.

Importing From Mobius and Merlin

• The University of Missouri libraries use Merlin to search within the UM system and Mobius to search “more than 60 academic libraries in Missouri.”

• To import from Merlin and Mobius is a two-step process.

1. First, you will create a text file.2. Next, you will open Endnote and import

the file that you created.

Selecting Items from Merlin

• The only difference between Merlin and Mobius is how the items are added prior to exporting.

• Let’s first look at how to add Merlin Items.

Importing From Merlin

• Find your references and “add to bookbag.”

• Once all of your references are in your bookbag, click “view bookbag.”

• Click “Export Saved.”

Importing From Merlin Cont.

• Select the EndNote format and send the list to your local disk.

Importing From Merlin Cont.

• Next, open the EndNote program and follow these steps:

1. Click File→Import or click the import icon.

Importing From Merlin Cont.

2. Browse for the file and make sure that EndNote Import is selected as the Import Option.

Important Notes

• When your import is complete, you will see only those records that were just imported.

• To see all records, use the keyboard shortcut Ctrl+M or select References→Show All References as shown on the next page.

Important Notes

• Showing all references in Endnote.

Adding Journal References

• One of the more common databases for searching journal articles is EBSCOhost.

• All databases to which the library subscribes are found on the library home page.

• Again, if you need specific database help, contact a reference librarian. The people are your friends!

Importing From EBSCOhost

1. First, add the references to a folder within the EBSCO database.

2. Once all of your items are in the folder, double-click on the “folder has items” to open it.

Importing From Mobius

• Importing into Endnote from Mobius is very similar to importing from Merlin; the main difference is how items are selected for exporting to your .rtf.

• Place a check mark next to the items you wish to add, then click Save Marked Records, as shown on the next page.

Importing From Mobius Cont.

Importing From Mobius Cont.

• Once your selections have been made, click the E-mail/Save/Print button to save the records.

• From here the directions are identical to those for Merlin found on slides 25-29.

Importing From EBSCO Cont.

3. Click on “save to disk.”

4. Click on “Bibliographic Manager.”

Importing From EBSCO Cont.

• Choose “Citations in Direct Export Format” and click “save.”

• EndNote will launch, and you will be prompted to enter a destination for your library.

• You can either create a new library or open an existing one.

Importing From Wilson Web

• Place a check mark next to each item you wish to import, then click the Get Marked button.

• Next, click the Print, Email, Save.

• Make sure that your computer is setup to accept pop-ups.

• Select the Endnote Filter option, then click Export.

• If Explorer blocks the download, click on “click here for options” and then click “Download File.”

Importing From Wilson Web Cont.

Importing From Wilson Web Cont.

• When the download dialogue box opens, click “Open.”

• EndNote will launch and the entries will import.

Time to Practice!

• Now that you understand how to create an EndNote library from scratch and import from the some of the most commonly used databases, it’s time to start creating your own EndNote library!