The University Libraries currently offers EndNote™X2. Please back up your EndNote libraries before upgrading to X2.

Versions: EndNote™X2.0.1 for Windows XP and EndNote™X2 for Macintosh.

. What's Neat in EndNote. Why Use EndNote? Printable version of this page

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 a choice of starting a new library, opening an existing library, and a what's new option. A 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...."

Getting records into your database

There are several ways to do this. The three most useful methods are described below.

• 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.

• 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 the 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 into 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.

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.

As an example, open the MLA International Bibliography and enter search term(s) (e.g., "tolkien").

You may also open and search other 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 a sample using WorldCat.

Click here for instructions on downloading references into an EndNote Library.

See EndNote Filters for other filter updates for databases.

MLA International Bibliography sample views 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.
	Once you have made your selection(s), click on "Marked List" (see blue arrow).
This displays the records you selected. Click on "Download citations" for next step.
	The Download Citations screen appears. Select the first choice to export records to EndNote.

You may get a dialog box. Press OK if EndNote is showing as the selection. This step may be automatic on your machine.

Next you will see 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.

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).

3. Import data from database through CONNECTION 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).

Make a selection from the table (in the example, University of Toronto is selected).

Click on CHOOSE to start

• 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.
• If there is a large listing of records, you may choose to display ALL or some of these:

• The imported results will appear on the screen

At this point, the records that are displayed are the ones found in the University of Toronto catalog.

How to Use EndNote With MS-Word 2004 *
additional notes on using Word | Using MS-Word 2008 with EndNote (Windows only)

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 X1 >> 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.
FORMAT BIBLIOGRAPHY lets you reformat your footnotes to another citation style (i.e., APA, Chicago). To do this:
Select FORMAT BIBLIOGRAPHY Select an OUTPUT STYLE using the pull down menu at the top of the screen. References are reformatted to the new chosen style. Every time you change the style this way, your document will be updated for you.
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.
• Web of Science Exporting tips.
• For questions specific to this class, contact David Bertuca (645-2947 x229).

What's New/Neat in EndNote

• Take advantage of Unicode support. Use and properly display extended characters in EndNote,
  including reference entry and display, searching, Cite While You Write, output styles, and more.
• 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.

David J. Bertuca, Map Librarian

Last Modified: 10 February 2009 djb
URL: http://ublib.buffalo.edu/libraries/asl/courses/en/endnoteclass.html
Comments welcome
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