Endnote X4 Training
Managing your References
Garry Storer
IT Training Co-Ordinator
IT Services
Course Content – 2 hours
http://projects.sunderland.ac.uk/studentitzone/endnote/
1.
2.
3.
4.
5.
6.
7.
What is Endnote?
Creating A Library
Opening an Existing Library
Searching & Importing References
Adding Notes & Attachments to references
Creating Groups & Adding References to Groups
Adding Citations to Word
1. What is Endnote?
• EndNote is an online search tool
– Direct from endnote search
– Import from Web searches into Endnote
• EndNote is a reference and full text
organizer
–
–
–
–
–
Organise into folders
Add notes
Add Attachments
Add Links
Find Source File
• EndNote is a bibliography maker—Cite
While You Write™
– MS Word
– OpenOffice
2. Creating A Library
• As default it will
create the library
on your PC.
• Save it to a
Memory Stick or
Share Drive to
make it portable.
3. Opening an Existing Library
• As default it
will use the
library on your
PC.
• Browse
Memory Stick
or Share Drive
to use a saved
library.
4. Searching & Importing References
• You can search & import references in many
ways. We are going to have a look at 4 ways
1. Searching directly from Endnote
2. Searching from the University Journal Search
3. Searching from Google Scholar
4. Importing from a PDF
5. Adding Notes & Attachments to references
• The Notes, Research Notes, and Abstract fields can each hold up to
64,000 characters, which is equivalent to about 16 pages of text.
• Use the Notes field to store personal reminders, such as the
location of a quotation in a book or the quotation itself.
• Use the Abstract field for a brief description of the contents of the
work.
1. Double Click on a reference to edit the details. Go to the fields
you require and type.
2. Right Click and select File Attachments to a add a file.
6. Creating Groups & Adding References to Groups
• Groups make it easy to break a large
library into subsets for later viewing. A
group simply points to a subset of
references that already exist in the
library.
1. Click on Create Group from the
Group menu and give it a relevant
name.
2. Drag & Drop references into groups
to keep references organised.
7. Adding Citations to Word
1.
2.
3.
4.
5.
Open the EndNote library or
libraries that contain the references
you wish to cite.
Start Microsoft Word and open the
paper you are writing.
When you are ready to cite a source,
position the cursor in the text where
you would like to put the citation.
Go to the Endnote Ribbon and use
the Insert Citations options.
Select the reference style you want
by using the Style drop down in the
Bibliography section.
Summary
http://projects.sunderland.ac.uk/studentitzone/endnote/
•
•
•
•
•
Library of References
Group them to Organise
Search & Import references from many sources
Add Notes & Attachments to references
Add Citations to Word