Using Endnote
Tiffany M. Bludau
September 5, 2007
Overview
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Getting Endnote
Endnote basics
Adding references
Using Endnote
▫ Reference lists
▫ Cite While You Write
▫ Organization
Getting Endnote
• http://www.gmu.edu/org/iopsa/research.htm
Endnote 7 and 10 for PC
Endnote 7 and 10 for Mac
• Which version?
 Sharing of Endnote libraries
 Compatibility with MS Word
 Operating system
Endnote basics
• File types - Libraries
▫ Can create multiple libraries
 Personal preference
 My recommendations
 Separate libraries for each class/topic area
 One “Master” library
 Only use one library per paper to keep things simple
Endnote basics
• Endnote works as a database
• Shortcuts
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New reference – Control + N
Search – Control + F
Show all – Control + M
Sort references – References, Sort references
Find duplicates – References, Find duplicates
Adding references – PsycINFO
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Open Endnote
Create new library or use existing library
In PsycINFO, select relevant articles
Go to “Folder”
Select items to export; click on “Export”
Click on “Direct Export to EndNote, ProCite, or
Reference Manager”
▫ Note: I usually uncheck “Remove items” box…just in
case the export fails
• Click “Save” then follow directions in your browser.
▫ Click “OK” with the “Open with” checked in Mozilla;
then select library
▫ Select library in Internet Explorer
▫ May have to have library closed first – Vista
Adding references - Manually
• Within library, hit Control + N
• Default (Journal Article)
▫ To change, Edit, Preferences, Reference Type
• Enter in author, title, journal, book, pages, etc.
▫ Enter in as APA format to make things easier
▫ Author – Sample, A B
▫ Title - Using Endnote: Tips and tricks
• Preview below
• Note automatic formatting (i.e. conference
presentations)
Adding references - Miscellaneous
• Custom fields
▫ Classes – i.e. PSYC 703; PSYC 740 etc.
▫ Research groups
▫ Edit, Preferences, Reference types, Modify
reference types
• Abstracts and notes
▫ PsycINFO includes abstracts
▫ Can also add your own notes
Quick reference lists
• To quickly share list of references or print out a
list…
▫ Select relevant references through a search or hit
Control and click on relevant references
▫ Use Control + K to select only text…not reference
info
▫ Then paste (Control + V)
Using Cite While You Write (CWYW)
• Inserts relevant author and year info
▫ Correctly orders citations
▫ Keeps track of occurrences of citations (when to
use “et al” after first occurrence)
▫ Removes reference from list if you remove
occurrence
• Output styles
▫ APA 5th, AoM Review, AoM Journal, JASP,
OBHDP, PSPB, and many others
Preparing CWYW
▫ Endnote X does not work with earlier versions of
MS Word (pre 2000)
▫ Compatibility issues?
 http://www.endnote.com/support/faqs/CWYW/faq1.asp
▫ MS Word 2003
 May need to manually set-up
▫ MS Word 2007
 Shows up in “Add-ins”
 http://www.endnote.com/support/faqs/cwyw/faq43.asp
Before using CWYW
• Have your references in your library
• Add references as necessary
• Do not try to add to references section manually
▫ Much easier to let Endnote do for you
▫ By default is set to auto-correct
CWYW – Formatting bibliography
• Format bibliography
▫ Click on appropriate “Format document”
▫ Make sure correct output (usually APA 5th) is
selected
• Layout
 Change format, title, indentation
• Instant formatting
• Libraries used
CWYW – Editing Citations
• Changing author or year info
▫ Right click on citation
▫ “Edit citation”
▫ Click on “Exclude Author” or “Exclude Year”
• Adding in text
▫ Right click on citation
▫ “Edit citation”
▫ Type in EXACT text, including spaces
Other ways to use Endnote
• Helps to organize your personal library
▫ Ask any person who has taken comps!
▫ Can differentiate between your personal library
(in print vs. electronic) or identify articles specific
to your classes
• Link to PDF files
• Share files; quick and easy way to get relevant
articles on specific topics
Good luck using Endnote!
• Feel free to e-mail with questions
▫ tbludau@gmu.edu