Tools for Citation Management EndNote 101: Building Libraries for

Windows

Beth DowneyAssociate Professor & Instruction Librarian

Research Services

Workshops in the Citation Management Series• EndNote 101: Building Libraries for Windows

• EndNote 201: Writing and Citing for Windows

• EndNote for Mac

• Mendeley 101

• Zotero 101

• Check the workshop calendar for more information, dates and times!

Session Overview

• Introduction to EndNote

• Purchasing and Installation

• Creating Libraries

• Importing references from research databases

• Manually creating references

• Adding full text

• Creating Groups and Group Sets

• Getting Help

What is EndNote?

Export

citations from

Research

Databases

Use “Cite While

You Write” to

add citations to

Word

Documents

Organize and

manage them in

EndNote

Purchasing EndNote

• Purchase at Access Services or at CVM Library

• $50 for students; $75 for faculty

• Each CD-ROM includes

• Software

• Owner’s Manual (pdf file)

• Read Me file

• 30-day trial version available for free

Tips for Installing EndNote

• Select “Custom” Install and select ALL import filters, connection files, and output styles.

• Install after Word to enable CWYW

• Install automatic updates!

• EndNote will periodically update their software to improve performance and add new features.

EndNote Vocabulary

• Library (.enl)

• References

• Import filters

• Connection Files

• Bibliographic Output Styles (e.g. APA, Chicago, etc.)

• Cite While You Write (CWYW): covered in EndNote 201.

Adding References to a Library

• Direct import (“Open”)*

• Manual import (“Save”)*

• Downloads a separate citation file.

• Manual entry

• Sometimes necessary (primary sources, unique documents, personal communication, anything without an “export” file)

*Must have correct import filters!

Databases with Export Files

• EBSCOhost

• Scopus

• Google Scholar

• ProQuest Dissertations and Theses

• PubMed

• SciFinder

• JSTOR

• Many more!

Integrated/Online Search

• Connection Files enable you to search for citations from within EndNote.

• Choose “Integrated Library & Online Search Mode” to search hundreds of databases AND save the results.

Adding PDFs/other documents

• “Find Full Text” will search subscribed content and open access resources for URLs and full text PDFs.

• Use “File Attachments” to add existing PDFs and other files from your computer to a reference.

• Import existing PDFs into EndNote without references, and let EndNote add the citation information.

Create Groups

• New Groups (created manually; click-and-drag references to a new group)

• Smart Groups (automatically group all references with a particular criteria)

• Combination Groups (combine references from New Groups and Smart Groups)

• Group Sets (set up subcategories based on classes, subjects, readings, published papers, or types of resources)

Troubleshooting

• EndNote Support FAQs can answer most questions.

• Problems can arise dues to

• Old import filters

• Web browser conflict

• Browser plug-ins

• New versions of Windows and Word

• Sometimes a reboot is all it takes!

EndNote Resources

• www.endnote.com

• Updates import filters, connection files, templates, output styles and more.

• View tutorials, sign up for webinars, and join the user communities.

• EndNote Resource Page (MSU)

• Local information and guides

• Links to useful external sources

• FAQs relevant to MSU users

Need more help?

• MSU’s EndNote Research Guide

• http://guides.library.msstate.edu/endnote

• Links to EndNote’s website, YouTube channel with training videos, and tutorials

• Individual office consultations

• Beth Downey, bdowney@library.msstate.eduor 325-3834

Exporting a Reference from an EBSCOhost Database Using IE10

Exporting a Reference from an EBSCOhost Database Using Firefox