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EndNote Tutorial Handout (Mac) Table of Contents What is EndNote? ................................................................................................................................... 2 Getting Started........................................................................................................................................ 2 Create a New Library............................................................................................................................... 3 EndNote Interface ................................................................................................................................... 4 Set the Reference Style: ...................................................................................................................... 4 Adding References to Your Library ......................................................................................................... 5 1.

Enter References Manually ......................................................................................................... 5

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Importing/Exporting ................................................................................................................... 6 Library Search.................................................................................................................................. 6 Google Scholar ................................................................................................................................ 8

Organising Your References .................................................................................................................... 9 Groups ................................................................................................................................................. 9 Creating Groups: ............................................................................................................................. 9 Creating a new Group Set: .............................................................................................................. 9 Adding references to Group: ........................................................................................................ 10 Working with Endnote and Word ......................................................................................................... 11 Insert Citation ................................................................................................................................... 11 By Searching: ................................................................................................................................. 11 Insert Selected: ............................................................................................................................. 11 Edit and Manage Citations ................................................................................................................ 12 Edit Bibliography ............................................................................................................................... 12 Format:.......................................................................................................................................... 12 Disconnect your EndNote ..................................................................................................................... 13

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What is EndNote? EndNote is a bibliographic management program designed to import, store and organise your references. The program can automatically create and format bibliographies and in-text citations in many different referencing styles. An EndNote library may be equated to a file or folder containing the references you have found. A library can contain up to 100,000 references. It is possible to create several libraries, but it is strongly recommended that you work with one library only for a particular assignment or your thesis. If you want to store your references separately for each section/chapter, use the Groups feature. For a more comprehensive guide, please go to http://www.waikato.ac.nz/library/study/guides/endnote

Getting Started The University of Waikato has a site licence that allows students to install EndNote on home computers for free. To download to your personal computer go to http://digital.liby.waikato.ac.nz/endnote/install/ EndNote is installed on the majority of University computers; if EndNote is not installed on a computer you are using, please contact the computer support person for your department/faculty. University computers are updated with the latest filter, connection files and Styles required for correct and current referencing. If you are not using a university computer please ensure that you visit http://digital.liby.waikato.ac.nz/endnote/

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Create a New Library    

Go to the Finder Applications EndNoteX7 Folder Open EndNote X7 Application The first time you start EndNote after installation a screen appears with three options: Learn About EndNote, Create a New Library and Open an Existing Library Select Create a New Library

Enter a file name for your new library and click save

NB: To keep the files together to move or copy them to other locations, select Save as Package and click Save

NB: You can open, close and save a Library from the file menu.

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EndNote Interface 1

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1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

Sync (synchronize your desktop and online Endnote library) Share references Find full text (Search the Web for full text documents for the selected references) Find reference updates New reference Search/Connectivity Mode (Local library, online search or integrated mode) Copy to local library Word functions (Insert citation, format, go to word) Layout Set the reference style.

Set the Reference Style:  

Click on the referencing style (10) From the drop down menu select your desired style. If it does not appear on the list, click ‘Select Another Style’ Select Another Style: Select your desired style from this list, which is in alphabetical order.

Note: University of Waikato specific styles can be accessed from http://digital.liby.waikato.ac.nz/endnote/

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If the style you need is not on that list, you will need to download the style from the UoW Endnote Support webpage - http://digital.liby.waikato.ac.nz/endnote/

You will need to transfer the file from Downloads into the appropriate folder (style, filter or connection file) in EndNote (in Applications) by either cutting or pasting or clicking and dragging

Adding References to Your Library References can be added to a library by way of: 1. Entering References Manually 2. Importing/Exporting Reference Information from a Database

1. Enter References Manually   

Click the New Reference button (5) Use the drop- down menu to select a template for (e.g. a book, journal article, etc.) Type the reference data into all the relevant fields

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Author names:  Type surname, then a comma, then a space, and then the first name(s) with no full stop

 Type surname, then a comma, then a space, then the initials separated by a space

 For a Corporate author, type the full name followed by a comma NB: The comma after a name tells EndNote that it needs to remain as entered.

 Only type one author’s name per line; press Enter for a new line

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Continue typing information in all the required fields Capitalise as per the requirements of your referencing style. You can change capitalisation by selecting the text then clicking the Edit dropdown menu, under Change Case you can select the option you need Omit punctuation from the end of any entry (other than for the author (s) as EndNote formats the references Use the TAB key to move to the next field You do not need to type ‘vol.’, ‘p.’, ‘pp.’ in the Volume and the Pages fields Close the New Reference window using the small x at the upper left Select Save

2. Importing/Exporting Two examples are shown here using Safari with Library Search and Google Scholar. Results may vary depending on Browser, Operating System and Database. Broadly speaking, look for such buttons as “export” or “download citation”, or similar.

Library Search 1.

To export a source/s from your results click the ‘save this item’ button. Items are then sent to a ‘Saved items’ folder

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From the ‘Export As’ drop down menu, select EndNote. Items are then saved in the Downloads folder. Open the file from Downloads by clicking on the Icon

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If you are prompted to choose an application to open the file with, click ‘Choose Application…’ and select EndNote X7

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If you are prompted to select a Reference Library, locate and select your chosen Library

Google Scholar

NB: While in settings under the Search Results Tab make sure EndNote has been selected from the dropdown menu under the Bibliography Manager Heading.

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To export a source from your results click Import into EndNote. Items are then saved in the Downloads folder

2. 3. 4.

Open the file from Downloads by clicking on the Icon If you are prompted to choose an application to open the file with, select EndNote X7 If you are prompted to select a Reference Library locate and select your chosen Library

Organising Your References Groups Creating Groups:   

References can be added to more than one group References can be deleted from a group but will remain available in All References References deleted from All References will also be deleted from the other groups

Creating a new Group Set: 

Go to Groups menu  Create Group Set, or right click in the Groups pane; select Create Group Set, and name the new group set that now appears

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Adding references to Group: 

Select the reference, go to the Groups menu  select Add Reference To and chose the group,  Or right click the reference, select  Add References To and choose the group,  Or drag and drop the references to a group

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Working with Endnote and Word Ensure the EndNote X7 toolbar is showing and that the correct style is selected. If you cannot see the style you need click ‘Select Another Style’

Insert Citation

By Searching: 1. Click the Magnifying glass icon 2. Search for the citation that you need, either by title or author 3. Click the citation that you want and click insert

NB: By clicking the dropdown arrow next to Insert, you can get more options to adjust how the in text citation appears.

Insert Selected: 1. First select the citation/s from your EndNote Library 2. In word click the drop down arrow next to the magnifying glass on the EndNote toolbar and from the drop down menu select Insert Selected Citation(s)

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NB: By holding down the command key and clicking with the mouse you can select multiple sources.

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Edit and Manage Citations 1. Click Edit and Manage Citation(s). This will bring up a list of all your citations in your document 2. You can add information to your in text citations e.g. page numbers, or prefix information like ‘as cited in’

NB: If you need to remove an in text citation, then you must remove by clicking the downward arrow next to the citation in the list and click ‘Remove Citation’.

Edit Bibliography

Format: 1. 2. 3. 4.

Click on Bibliography on the EndNote toolbar Select Configure Bibliography from the drop down menu Select Layout This is where you can customise your bibliography.

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Disconnect your EndNote There may be times when you need to break the link between your Word document and the EndNote software for e.g. if you need to send a chapter of your thesis to your supervisor who does not have Endnote. 1. Click on Tools on the EndNote toolbar 2. Click Convert to Plain Text 3. You will be prompted to resave the document. Ensure you keep a connected copy at all times

Exporting a Plain Text Reference List/Bibliography into Word There may be times when you are asked to provide a formatted list of your references that is not connected to your EndNote Library. 1. Select the citations from your EndNote Library 2. From the Edit drop down menu click on Copy Formatted 3. You can now paste (Command + V) these into a Word document

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NB: Although the list will appear in your chosen style, it is not connected to your EndNote Library.

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