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Tools for Citation Management
EndNote 101: Building Libraries for
Windows
Beth Downey
Associate Professor & Instruction Librarian
Research Services
Workshops in the Citation
Management Series
• EndNote 101: Building Libraries for Windows
• EndNote 201: Writing and Citing for Windows
• EndNote for Mac
• Mendeley 101
• Zotero 101
• Check the workshop calendar for more
information, dates and times!
Session Overview
• Introduction to EndNote
• Purchasing and Installation
• Creating Libraries
• Importing references from research databases
• Manually creating references
• Adding full text
• Creating Groups and Group Sets
• Getting Help
What is EndNote?
Export
citations from
Research
Databases
Use “Cite While
You Write” to
add citations to
Word
Documents
Organize and
manage them in
EndNote
Purchasing EndNote
• Purchase at Access Services or at CVM Library
• $50 for students; $75 for
faculty
• Each CD-ROM includes
• Software
• Owner’s Manual
(pdf file)
• Read Me file
• 30-day trial version available for free
Tips for Installing EndNote
• Select “Custom” Install and select ALL import filters,
connection files, and output styles.
• Install after Word to enable CWYW
• Install automatic updates!
• EndNote will periodically update their software to
improve performance and add new features.
EndNote Vocabulary
• Library (.enl)
• References
• Import filters
• Connection Files
• Bibliographic Output Styles (e.g. APA, Chicago,
etc.)
• Cite While You Write (CWYW): covered in
EndNote 201.
Adding References to a Library
• Direct import (“Open”)*
• Manual import (“Save”)*
• Downloads a separate citation file.
• Manual entry
• Sometimes necessary (primary sources, unique
documents, personal communication, anything
without an “export” file)
*Must have correct import filters!
Databases with Export Files
• EBSCOhost
• Scopus
• Google Scholar
• ProQuest Dissertations and Theses
• PubMed
• SciFinder
• JSTOR
• Many more!
Integrated/Online Search
• Connection Files enable you to search for
citations from within EndNote.
• Choose “Integrated Library & Online Search
Mode” to search hundreds of databases AND
save the results.
Adding PDFs/other documents
• “Find Full Text” will search subscribed content
and open access resources for URLs and full text
PDFs.
• Use “File Attachments” to add existing PDFs and
other files from your computer to a reference.
• Import existing PDFs into EndNote without
references, and let EndNote add the citation
information.
Create Groups
• New Groups (created manually; click-and-drag
references to a new group)
• Smart Groups (automatically group all references
with a particular criteria)
• Combination Groups (combine references from
New Groups and Smart Groups)
• Group Sets (set up subcategories based on
classes, subjects, readings, published papers, or
types of resources)
Troubleshooting
• EndNote Support FAQs can answer most
questions.
• Problems can arise dues to
• Old import filters
• Web browser conflict
• Browser plug-ins
• New versions of Windows and Word
• Sometimes a reboot is all it takes!
EndNote Resources
• www.endnote.com
• Updates import filters, connection files,
templates, output styles and more.
• View tutorials, sign up for webinars, and join
the user communities.
• EndNote Resource Page (MSU)
• Local information and guides
• Links to useful external sources
• FAQs relevant to MSU users
Need more help?
• MSU’s EndNote Research Guide
• http://guides.library.msstate.edu/endnote
• Links to EndNote’s website, YouTube channel
with training videos, and tutorials
• Individual office consultations
• Beth Downey, bdowney@library.msstate.edu
or 325-3834
Exporting a Reference from an
EBSCOhost Database Using IE10
EndNote 101 Spring 2015
EndNote 101 Spring 2015
EndNote 101 Spring 2015
Exporting a Reference from an
EBSCOhost Database Using Firefox
EndNote 101 Spring 2015

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EndNote 101 Spring 2015

  • 1. Tools for Citation Management EndNote 101: Building Libraries for Windows Beth Downey Associate Professor & Instruction Librarian Research Services
  • 2. Workshops in the Citation Management Series • EndNote 101: Building Libraries for Windows • EndNote 201: Writing and Citing for Windows • EndNote for Mac • Mendeley 101 • Zotero 101 • Check the workshop calendar for more information, dates and times!
  • 3. Session Overview • Introduction to EndNote • Purchasing and Installation • Creating Libraries • Importing references from research databases • Manually creating references • Adding full text • Creating Groups and Group Sets • Getting Help
  • 4. What is EndNote? Export citations from Research Databases Use “Cite While You Write” to add citations to Word Documents Organize and manage them in EndNote
  • 5. Purchasing EndNote • Purchase at Access Services or at CVM Library • $50 for students; $75 for faculty • Each CD-ROM includes • Software • Owner’s Manual (pdf file) • Read Me file • 30-day trial version available for free
  • 6. Tips for Installing EndNote • Select “Custom” Install and select ALL import filters, connection files, and output styles. • Install after Word to enable CWYW • Install automatic updates! • EndNote will periodically update their software to improve performance and add new features.
  • 7. EndNote Vocabulary • Library (.enl) • References • Import filters • Connection Files • Bibliographic Output Styles (e.g. APA, Chicago, etc.) • Cite While You Write (CWYW): covered in EndNote 201.
  • 8. Adding References to a Library • Direct import (“Open”)* • Manual import (“Save”)* • Downloads a separate citation file. • Manual entry • Sometimes necessary (primary sources, unique documents, personal communication, anything without an “export” file) *Must have correct import filters!
  • 9. Databases with Export Files • EBSCOhost • Scopus • Google Scholar • ProQuest Dissertations and Theses • PubMed • SciFinder • JSTOR • Many more!
  • 10. Integrated/Online Search • Connection Files enable you to search for citations from within EndNote. • Choose “Integrated Library & Online Search Mode” to search hundreds of databases AND save the results.
  • 11. Adding PDFs/other documents • “Find Full Text” will search subscribed content and open access resources for URLs and full text PDFs. • Use “File Attachments” to add existing PDFs and other files from your computer to a reference. • Import existing PDFs into EndNote without references, and let EndNote add the citation information.
  • 12. Create Groups • New Groups (created manually; click-and-drag references to a new group) • Smart Groups (automatically group all references with a particular criteria) • Combination Groups (combine references from New Groups and Smart Groups) • Group Sets (set up subcategories based on classes, subjects, readings, published papers, or types of resources)
  • 13. Troubleshooting • EndNote Support FAQs can answer most questions. • Problems can arise dues to • Old import filters • Web browser conflict • Browser plug-ins • New versions of Windows and Word • Sometimes a reboot is all it takes!
  • 14. EndNote Resources • www.endnote.com • Updates import filters, connection files, templates, output styles and more. • View tutorials, sign up for webinars, and join the user communities. • EndNote Resource Page (MSU) • Local information and guides • Links to useful external sources • FAQs relevant to MSU users
  • 15. Need more help? • MSU’s EndNote Research Guide • http://guides.library.msstate.edu/endnote • Links to EndNote’s website, YouTube channel with training videos, and tutorials • Individual office consultations • Beth Downey, bdowney@library.msstate.edu or 325-3834
  • 16. Exporting a Reference from an EBSCOhost Database Using IE10
  • 20. Exporting a Reference from an EBSCOhost Database Using Firefox

Editor's Notes

  • #12: You can ask EndNote to find full-text PDFs (or URL links to full text) for you, or you can attach PDFs manually. Remember that just because EndNote doesn’t find a PDF doesn’t mean it doesn’t exist. Some systems have firewalls that prevent easy download.
  • #13: You can also create groups of citations. Create a group and manually add your citations, or create a “Smart Group” and select search terms/fields so that EndNote can search and automatically add to that group!