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EndNote Tutorial
Visit our new EndNote subject guide here!
New Video Tutorials on EndNote!
Printable guides!
EndNote Basics - an introduction to the program (pdf)
Database instructions for EndNote - exporting citations (pdf)
Frequently Asked Questions
Arg! I keep putting citations from EndNote into a footnote in Word, but the page numbers won’t stay. What do I do?
From Word, click on the footnote, positing the cursor where you want the page number. Don’t worry about creating spaces or punctuation. Now the entire footnote should be highlighted in grey, signaling the beginning of your duel with the nefarious EndNote codes. Go to Tools – EndNote – Edit Citation, and choose “Edit Citation.” The “Edit EndNote citation” box should appear. Next to “pages,” type the page number, and click “OK.” Fingers crossed, the changes should stick.
Help! I started writing my paper using MLA, but I just found out I’m supposed to be using Turabian. How do I change styles once I’ve started my paper? This applies to the in-text citations as well as the work cited page.
In Word, go to Tools – EndNote – Format Bibliography. A box should appear with tabs across the top. Make sure “format bibliography” tab is selected. Next to “Format document,” select the document or paper that needs the citation style switch. Next to “With output style,” choose Turabian. Voila! Your paper is now in Turabian.
I have a monstrously long bibliography that I created in Word. How do I get it into EndNote?
Alas, your only option is to cut and paste text from your Word bibliography into EndNote (i.e., cut and paste the author’s name from the bibliography into the author field of EndNote, the title of the work into the title field, etc.). You’ll have to create an EndNote reference for each book or article you’ve listed in your Word document, so if your bibliography is a work in progress, and/or part of a larger project, this may be worth your time.
I created one library for one paper, then accidentally created another library for the same paper. They each have different citations in them, and also a lot of the same ones. Can I put the libraries together? If so, how?
Yes, you can put the libraries together, and there are three ways to do it: import one library into another, copy references from one library to another, or drag-and-drop.
To import one EndNote library into another, open the library into which you want to import the references. Go to File – Import – Choose File, and open the file you want to import. (All files, except for EndNote libraries, must be plain text files.) Select the file and click OK. Then select EndNote Library as your import option from the Import Options list. Select an option from the Duplicates list. ( Import All is a good fail-safe option.) Choose a Text Translation option; for library-to-library transfer, “no translation” works just fine. Click Import.
To copy references from one library to another, highlight the references in one library, and choose Copy (Ctrl + C). Open the library to which you want to add the references and choose Paste ( Ctrl+V).
To drag and drop references from one library to another, select them in one library. (Hold down the Ctrl key to select non-consecutive references, and use the Shift key to select a range.) Click on any part of the highlighted selection and use the mouse to drag the selection to another library. The selected references are copied to the library where they were “dropped.”
Final tidbits on merging libraries plagiarized from the EndNote manual: Any time you add references to a library, the newly added references are assigned new record numbers in the order that they are added to the library. This means that a reference that was #23 in a smaller library, could become #600 in a larger library. As a result, you cannot use the larger, merged library to format papers that have citations with the older record numbers.
D’oh! I was exporting citations from ProQuest into EndNote, and the citations appear in EndNote with the author’s first name first, and last name last. How do I fix this so that the name will appear correctly?
One word: templates. It’s the key to altering the way that citations appear—which includes not just the order of authors’ names, but also changing punctuation within citations, whether or not you want the publisher’s name to appear, and other nit-picky yet important stuff.
In EndNote, go to Edit – Output Styles – Open Style Manager. Choose the citation style you’re working with, make sure it’s highlighted, then click “Edit.” In the left-hand column, choose the part of the template you want to edit (footnotes – author name), then make whatever changes are necessary. Close the window, and click “yes” when prompted to save changes. **Caveat: write down or print out the template as it appears before you make any changes, so that if you need to revert to the template’s original settings, you’ll know what they are.
Along with books and articles, I cite a lot of art exhibit catalogs in my research. Can I create a reference type in EndNote for a specific kind of work?
Yes. In EndNote, there are three reference types titled “Unused” for exactly this purpose. To add a new reference type in EndNote, go to Edit – Preferences – Reference Type – Modify Reference Types. Use the drop-down list at the top to select one of the Unused reference types. (If all of these are in use, select a reference type that you are willing to overwrite.) Type a name for that new reference type into the column heading (example: exhibition catalogs). Continue down the column for that reference type, adding new fields as necessary. (If you’re overwriting another reference type, delete or rename unwanted fields.) Remember to match the meaning of the fields you add with the Generic row headings. It’s often helpful to use the other reference types as guides, too.
Click “OK” after you’ve added all of the necessary fields, then “ OK Save” to save your changes. You can now use this new reference type when entering references. You should also edit your styles so that they correctly reflect the type of format required for this new reference type. If you overwrite an existing reference type, any references that used the old reference type will change to use the new reference type. **Caveat: If you ever plan to use journal articles in your library, do not overwrite the Journal Article or Electronic Article reference types. These two reference types are the only ones for which Journal Abbreviation replacements can be made with the Journals Term List.
How do I download my Google Scholar citations into EndNote?
This one’s easy. From Google Scholar, click “Scholar Preferences.” On the next page, scroll to the bottom. Under “Bibliography Manager,” choose “Show links to import citations into,” choose “EndNote,” and choose “save preferences.” The next time you search Google Scholar, you should see a link under each of your results that says “Import into EndNote.” Once you click this link, EndNote will open up, and you can specify which library you want that citation to fall into.
What are the differences between EndNote 9 and EndNote X? Also, where can I buy an inexpensive version of EndNote?
EndNote X presumably allows for greater searching capabilities than version 9, and version X also allows you to drag and drop pdf files into it. For JSTOR fanatics, this may be worth an investment. If you’re not a pdf junkie, version 9 may suit your purposes just fine. Version X also has backward compatibility with version 9, which is what our library and Anderson Computer Center has, so that if you buy and create something in version X, then come into the library and use version 9, you shouldn't have a problem opening your libraries.
For more information about EndNote X, visit this site:
http://www.library.uq.edu.au/endnote/new_in_endnoteX.html
Also, for cheap(er) student versions of EndNote, try these sites:
Are there any open source alternatives to EndNote?
Yes. Most of the open source alternatives listed below are citation generators, which means they don’t store the citations for you, but they do automatically format them in a particular citation style after you’ve entered all the relevant information (author, title, etc.). A few others are markup languages, and one—Zotero—allows you to cite and store sources within your web browser.
- KnightCite Citation Creation Tool - this site generates citations in APA, MLA, and Chicago citation styles
- EasyBib - this site generates citations in MLA and APA formats
- NoodleBib (requires free registration) - this site generates citations for APA and MLA citation styles
- Tech4Learning's Citation Maker (requires free registration) - choose "Tools," then "Citation Maker" to generate citations for MLA and APA
- Scribe – this markup language is an ancestor of HTML and LaTeX (a citation system used by mathematicians, engineers, and scientists)
- LaTeX - this document preparation system is for technical and scientific work. Click here to download it for free.
- BibTeX - an off-shoot of LaTeX, this markup language is supported by Google Scholar
- Zotero - as an extension of Firefox, this program allows you to import citations from web pages into a personal filing system (Firefox 2.0 is required to use this)
Do any of the library’s databases work with these open source alternatives?
Yes. You can export citations as text files into your open source alternative from the following databases:
- Academic Search Premier -- and anything else that has “Ebsco” in the top left-hand corner
- WorldCat -- and anything else with "OCLC" in the top left-hand corner
- ERIC -- and anything else with "OVID" in the top left-hand corner
- Web of Science -- this includes all the citation indexes (e.g., Social Science Citation Index)
- ProQuest Research Library -- and anything else with “ProQuest” in the top left -hand corner
- JSTOR -- this supports BibTeX, and also lets you save stuff as a text file
When all else fails...
Endnote's technical support number is (408) 987-5609, and they're open 9 am - 8 pm Eastern Standard Time, Monday - Friday.
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