EndNote Basics

Appalachian State University Libraries

1. Create a New Library

1. File > New > Save (Enter your file name (or leave it as untitled) and save to your own disk or to the Desktop.) You will be using this library for the rest of your searches to begin building your own database of references.

2. Navigate within an EndNote Library

1. Check the commands available to you at the top of the EndNote Window.

i. File → New → Open → Save a Copy → Import → Send To

ii. Edit → Output Styles → Import filters → Preferences

iii. References → New Reference → Delete References → Search References → Show All References → Find Duplicates

iv. Tools → Connect

2. Try the style drop-box near the top right and the toggle option in the lower-right corner of the EndNote window: Show Preview/Hide Preview.

3. Enter a New Reference Manually

Assessment in special and remedial education / John Salvia, James E. Ysseldyke. Boston : Houghton Mifflin, 1988.

1. References > New Reference

2. Select Reference Type. Journal article is the default; change it to book.

3. Tips: (a) Either type or cut & paste information into the template.

(b) Type multiple authors on separate lines.

(c) Type multiple keywords on separate lines.

(d) Don’t add punctuation or abbreviations such as v. or no.

(e) Don’t format title text.

4. Closing the New Reference window saves your reference.

4. Use EndNote to connect to the Library of Congress catalog and retrieve references

1. Tools > Connect > Connect … (The Choose a Connection File box will open.)

2. Scroll down, select Library of Congress, and click Connect

3. Search for your subject , click OK to retrieve records; pause will stop the download temporarily.

4. Select several of the references in the results and copy them to your own EndNote library by clicking the “Copy # References To” button. Close the Library of Congress search window.

5. File > Save a copy (There will be two items when you go to the folder where you have saved your library. One will be a file with the extension .enl; the other will be a folder with the extension .Data.

Remember: you will need both of these files to use your EndNote library.)

6. Select all of your references by highlighting them.

7. Use the style dropdown box in the tool bar to change the output style.

8. Edit > Copy formatted (CTRL+K)

9. Open a Word document and paste your references into the document.

5. Search in the WorldCat database, then Export Results into EndNote

1. Homepage > Databases and Articles > W > WorldCat

2. Search for your topic, select several citations, and click Marked Records.

3. Make sure you have chosen Detailed Record.

4. Export > Export > OK

5. Select your new library and choose the WorldCat (OCLC) filter.

6. If it’s not already selected, select Show Preview, then select the Show All style.

7. Highlight one of the references and scroll through the Preview box to view all of the downloaded fields.

6. Search in Academic Search Premier, then Export Results into EndNote

1. Homepage > Databases and Articles > A > Academic Search Premier

2. Search for your topic, select several citations, and click Add to add them to the Folder (above the records on the right).

3. Open the Folder to see the selected items.

4. Click in the boxes to select the records you want to enter into EndNote.

5. Export > Direct Export to EndNote > Save

6. Your downloaded records will appear, and they will automatically be in the library you select.

7. Highlight one of the references, choose the Show All output style and scroll to view all of the downloaded fields.

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See the ASU Library EndNote Website: http://www.library.appstate.edu/reference/endnote

Betsy Williams, willamsem@appstate.edu, November 2007