10 Easy Steps to Master Endnote | joanieclothing.com

Are you tired of manually formatting citations and bibliographies? If so, EndNote is the perfect tool for you. EndNote is a powerful citation management software that can help you save time and effort when writing papers. With EndNote, you can easily insert citations into your text, create bibliographies, and format your paper according to any style guide. In this article, we will show you how to use EndNote to make your writing life easier.

The first step is to download and install EndNote. Once you have installed EndNote, you need to create a new library. A library is a collection of citations that you can use to create bibliographies. To create a new library, click on the “File” menu and select “New Library.” You can then choose the location where you want to save your library. Once you have created a library, you can start adding citations.

To add a citation to your library, click on the “Add” menu and select “Add New Reference.” You can then fill in the information for the citation, such as the author, title, and publication date. You can also add keywords and notes to the citation. Once you have added all of the information for the citation, click on the “OK” button. The citation will then be added to your library.

Installing EndNote

EndNote is a citation management software that helps you organize, format, and cite your research sources. It can be used with Microsoft Word, Google Docs, and other word processing programs.

Mac

To install EndNote on a Mac, follow these steps:

Go to the EndNote website and click on the “Download” button.
Select the “Mac” version of EndNote.
Click on the “Download” button again.
Once the download is complete, open the DMG file.
Drag the EndNote icon to the Applications folder.
Open EndNote and click on the “Activate” button.
Enter your EndNote serial number.

Windows

To install EndNote on a Windows PC, follow these steps:

Go to the EndNote website and click on the “Download” button.
Select the “Windows” version of EndNote.
Click on the “Download” button again.
Once the download is complete, open the EXE file.
Follow the on-screen instructions to install EndNote.
Open EndNote and click on the “Activate” button.
Enter your EndNote serial number.

Additional Resources

2. Creating a New Library

To create a new EndNote library, follow these steps:

Open EndNote. If you have an EndNote library open, close it.
Choose New from the File menu.

(Optional) In the Save As dialog box, select the location where you want to save the new library.

The default location is the Documents folder.
You can change the default location by clicking the Change button and browsing to the desired location.
Enter a name for the new library in the File name field. The library name can be up to 255 characters long.
Click Save. EndNote will create a new library with the specified name and location.

Additional Tips for Creating a New Library:

Consider using a meaningful name for your library. This will help you identify the library later, especially if you have multiple libraries open.
Store your library in a convenient location. You should be able to easily access the library whenever you need it.
Back up your library regularly. This will protect your data in the event of a computer crash or other disaster.

Importing References

Importing references into EndNote is a convenient way to add sources to your library. There are several methods for importing references, including:

Manual Entry

You can manually enter references into EndNote by clicking the “New Reference” button in the toolbar. This will open a form where you can enter the details of the reference, such as the author, title, and publication information.

Importing from a File

You can also import references from a file. EndNote supports a variety of file formats, including RIS, BibTeX, and PubMed. To import references from a file, click the “Import” button in the toolbar and select the appropriate file format. EndNote will then parse the file and add the references to your library.

Importing from a Database

Finally, you can also import references from a database. EndNote supports a number of databases, including PubMed, Web of Science, and Scopus. To import references from a database, click the “Search” button in the toolbar and select “Search Online.” Then, select the appropriate database and enter your search terms. EndNote will then search the database and return a list of references that match your criteria. You can then select the references that you want to import into your library.

Import Method	Advantages	Disadvantages
Manual Entry	– Precise control over reference data – No need for external files or databases	– Time-consuming – Error-prone
Importing from a File	– Fast and efficient – Supports multiple file formats	– Requires a properly formatted file – Can lead to duplicate references
Importing from a Database	– Access to a vast number of references – Automated searching and importing	– Requires an internet connection – May not include all relevant details

Formatting Citations and Bibliographies

EndNote’s citation and bibliography formatting capabilities allow you to easily create consistent and professional-looking references in your documents. Here’s a step-by-step guide:

Adding Citations

To add citations to your document, highlight the text you want to cite and click the “Insert Citation” button in the EndNote toolbar. Select the appropriate citation style and the reference from the EndNote library.

Formatting Citations

EndNote automatically formats citations based on the selected citation style. You can customize the formatting options by clicking the “Edit & Manage Citations” button in the EndNote toolbar. This will open a dialog box where you can adjust the font, style, and spacing of the citations.

Special Considerations for Scholarly Journals

When formatting citations for scholarly journals, pay attention to specific details that vary among different journals. These may include:

Journal Requirement	EndNote Formatting Option
Bold journal title	Check the “Format Journal Titles” checkbox and select “Bold”
Italics for journal name	Check the “Format Journal Titles” checkbox and select “Italic”
Hanging indents for citations	Select “Custom” formatting and specify a negative value for the “Hanging Indent”

Creating Bibliographies

To create a bibliography, place the cursor at the end of your document and click the “Insert Bibliography” button in the EndNote toolbar. Select the desired bibliography style and EndNote will automatically generate a formatted list of references cited in your document.

Inserting Citations into a Document

1. Manually Inserting Citations

To manually insert citations, click the “Insert Citation” button in Endnote. Choose the desired style and enter the necessary information. Select the appropriate reference from the list and click “Insert.”

2. Using the Ribbon Button

With the document open in Word, click the “Endnote” tab in the ribbon. Select the “Insert Citation” button and choose the desired citation style. Select the reference from the list and click “Insert.”

3. Using the Quick Cite Tool

Place the cursor at the desired location in the document. Press “Ctrl+Alt+C” (Windows) or “Command+Alt+C” (Mac) to open the Quick Cite tool. Search for the reference and select it. Click “Insert” to add the citation.

4. Inserting a Placeholder Citation

To insert a placeholder citation that will automatically update when the bibliography is generated, use the “Insert Placeholder Citation” button in Endnote. Select the desired citation style and enter the necessary information.

5. Citing Edited Sources and Citing Multiple Works

For edited sources, include the editor’s name in the citation text and use the “Edited by” field in Endnote. To cite multiple works, select the desired references and click the “Insert All References” button in Endnote. Endnote will automatically combine the citations into a single entry in the bibliography.

Table: Edited Sources and Multiple Works

Edited Sources

Multiple Works

Author, Last First. Title of Book. Edited by Editor, First Last. Publisher, Year.

Author 1, Last 1. Title 1. Publisher 1, Year 1.
Author 2, Last 2. Title 2. Publisher 2, Year 2.

Formatting Reference Lists

Endnote provides various options for formatting reference lists to meet different citation styles and publication requirements. Here are some key steps involved in formatting reference lists:

1. Select a Citation Style

Choose the appropriate citation style for your document from the available options in Endnote’s Style Library.

2. Adjust Formatting Settings

Use the “Format Bibliography” option in Endnote to customize the formatting of your reference list, including font, spacing, and alignment.

3. Insert Reference List

Navigate to the end of your document and insert the reference list using the “Insert Bibliography” feature.

4. Manage Citations

Use Endnote’s tools to add, delete, or modify citations in your reference list as needed.

5. Preview and Finalize

Preview the reference list before finalizing it to ensure it meets your formatting requirements. Make any necessary adjustments before submitting your document.

6. Advanced Formatting Options

For more advanced formatting needs, Endnote offers the following options:

Conditional Formatting: Apply different formatting rules based on specific criteria, such as author or publication year.
Custom Templates: Create and use custom templates to define your own formatting styles.
Edit Bibliography: Directly edit the HTML code of your reference list for fine-grained formatting control.

Option	Description
Conditional Formatting	Add rules to apply specific formatting to certain citations based on their attributes, such as author or publication type.
Custom Templates	Create and save custom templates that define the formatting for your reference lists, enabling you to reuse them in multiple documents.
Edit Bibliography	Open the HTML code of your reference list for direct editing, allowing you to make precise formatting adjustments.

Collaborating with EndNote

EndNote allows multiple users to collaborate on a shared library, enabling seamless teamwork and efficient research management. Here’s a detailed guide on collaborating with EndNote:

1. Create a Shared Library

Begin by creating a shared library. Click “File” > “New” > “Shared Library” and choose a location to store the library. Specify the collaborators and their access permissions.

2. Invite Collaborators

Once the library is created, invite collaborators by emailing them the library file. They will receive a link to join the shared library.

3. Access and Manage the Shared Library

Collaborators can access the shared library by clicking the link in the invitation email. They can view, add, and edit references, as well as create and manage groups and subcollections.

4. Track Changes

EndNote tracks changes made by each collaborator, allowing for easy monitoring and conflict resolution. Collaborators can view the history of changes and compare different versions of the library.

5. Synchronize Libraries

To ensure all collaborators have the latest version of the library, regular synchronization is crucial. Collaborators can manually synchronize by clicking “Synchronize Now” under the “Shared Library” menu or set up an automatic synchronization schedule.

6. Resolve Conflicts

In case of conflicts, EndNote will notify collaborators and provide options for resolving them. Collaborators can merge changes, accept one version over another, or manually edit the references to resolve the conflict.

7. Managing Collaborator Access and Permissions

The library owner can manage collaborator access and permissions by clicking “Manage Library” under the “Shared Library” menu. They can add or remove collaborators, change permissions (read-only, edit, or admin), and track collaborator activity. This helps maintain the integrity and organization of the shared library.

Permission	Description
Read-only	Can view and search references, but cannot edit or modify the library.
Edit	Can add, edit, and delete references, but cannot change library settings or add/remove collaborators.
Admin	Has full control over the library, including managing collaborators, changing settings, and resolving conflicts.

Managing PDFs

Endnote allows you to manage and organize PDF files associated with your references. Here’s how you can do it:

1. Import PDFs:

Drag and drop PDFs onto the EndNote library or use the “File > Import” option to add PDF files to your library.

2. Link PDFs to References:

EndNote automatically links PDFs to corresponding references based on metadata. To manually link PDFs, right-click on a reference and select “Link PDF.”

3. Organize PDFs:

EndNote allows you to create folders to organize PDFs within your library. Right-click on the “PDFs” tab and select “New Folder” to create subfolders.

4. View and Annotate PDFs:

Double-click on a PDF to open it in a separate window where you can view, annotate, and highlight text.

5. Extract Text from PDFs:

EndNote can extract text from PDFs if it’s not already available. Right-click on a PDF and select “Extract Text from PDF.”

6. Convert PDFs to Other Formats:

EndNote can convert PDFs to different formats, such as Word or RTF. Right-click on a PDF and select “Convert PDF To” to choose the desired format.

7. Share and Collaborate on PDFs:

EndNote allows you to share PDFs with collaborators. Right-click on a PDF and select “Share > Send Link” to share it via email or cloud services.

8. Advanced PDF Management:

EndNote provides additional advanced features for managing PDFs. You can create PDF snapshots to capture specific pages or sections of a PDF, define custom metadata fields for PDFs, and merge multiple PDFs into a single file. These advanced options can be accessed through the “Tools > Manage PDFs” menu.

Using EndNote with Microsoft Word

EndNote is a powerful tool for managing references and citations. It can be used with a variety of word processors, but it is most commonly used with Microsoft Word. To use EndNote with Word, you will need to install the EndNote plug-in. Once you have installed the plug-in, you can open EndNote and Word.

Using EndNote with Google Docs

EndNote can also be used with Google Docs. To use EndNote with Google Docs, you will need to install the EndNote add-on. Once you have installed the add-on, you can open EndNote and Google Docs.

Using EndNote with Other Word Processors

EndNote can also be used with other word processors, such as Apple Pages, OpenOffice Writer, and LibreOffice Writer. To use EndNote with other word processors, you will need to install the EndNote plug-in or add-on for that word processor.

Using EndNote with a Plug-In

Open EndNote and click on the Edit menu.
Select Preferences.
Click on the Citations tab.
Select the word processor that you want to use with EndNote.
Click on the Install Plug-In button.
Follow the instructions on the screen to install the plug-in.
Once the plug-in is installed, you can open the word processor and start using EndNote.

Using EndNote with an Add-On

Open EndNote and click on the Edit menu.
Select Preferences.
Click on the Citations tab.
Select the word processor that you want to use with EndNote.
Click on the Install Add-On button.
Follow the instructions on the screen to install the add-on.
Once the add-on is installed, you can open the word processor and start using EndNote.

Troubleshooting Common Issues

1. References Not Appearing in the Document

Check if the EndNote library is open and EndNote is running. Ensure that the correct reference style is selected in EndNote and Word.

2. Citations Not Updating

Verify that the references have been updated in EndNote. Check the Word preferences to confirm that the EndNote integration is enabled and the correct style is selected.

3. Duplicate References

EndNote may duplicate references if there are duplicate entries in your library. Use the “Find Duplicates” tool in EndNote to identify and merge duplicates.

4. Missing Citations

Check if the citations were properly inserted into the document. Ensure that the missing references exist in the EndNote library.

5. Formatting Errors

Incorrect references may indicate formatting errors. Verify that the reference style is applied correctly in EndNote and Word. Adjust the style settings as needed.

6. Broken Links

If references have broken links, ensure that the PDF files are stored in the specified location. Update the links in EndNote and synchronize with the document.

7. Fields Not Mapping Correctly

Ensure that the fields in EndNote match the corresponding fields in the reference style. Adjust the mapping settings in EndNote to match the required format.

8. EndNote Not Opening

Check if EndNote is already running or if there are any compatibility issues with your system. Verify that you have the latest version of EndNote installed.

9. Slow Performance

Large libraries or complex documents can lead to slow performance. Optimize your EndNote library by removing duplicate entries and using compressed PDFs. Close unnecessary applications to free up resources.

10. Troubleshooting Table

Issue	Solution
Citations appear as question marks	Verify that the EndNote style is applied to the document
References not visible in the bibliography	Ensure that the references are inserted and formatted
References missing author names	Check the reference style settings for the author formatting

How to Use EndNote

EndNote is a software program that helps you manage and organize your research materials, including references, citations, and images. It can also help you create bibliographies in a variety of styles.

To use EndNote, you first need to create a library. A library is a collection of references that you can organize by topic, author, or any other criteria that you find helpful. Once you have created a library, you can begin adding references to it.

To add a reference to EndNote, you can either import it from a file or enter it manually. If you are importing a reference from a file, EndNote will automatically attempt to extract the necessary information from the file. If you are entering a reference manually, you will need to provide the following information at a minimum:

Author
Title
Publication date
Publisher

Once you have added a reference to EndNote, you can format it in a variety of ways. You can create bibliographies, citations, and abstracts in a variety of styles. EndNote also includes a number of tools that can help you manage your research materials, such as a search tool, a note-taking tool, and a collaboration tool.