Using Endnote Tiffany M. BludauSeptember 5, 2007

Overview

•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

▫New reference – Control + N▫Search – Control + F▫Show all – Control + M▫Sort references – References, Sort

references▫Find duplicates – References, Find

duplicates

Adding references – PsycINFO• 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