Learn to Use Endnote ENDNOTE BASICS AND HOW TO CREATE A LIBRARY Creating A Library
1. Open Endnote. Double-click on the Endnote icon, or go to: Start --> Programs --> Endnote
2. The Getting Started with Endnote dialog box will appear.
If it doesn't, click: Help --> Show Getting Started Dialog
- Learn About Endnote: Links you to Endnote help.
- Create A New Library: Choose this option to create a new library.
- Open An Existing Library: Choose this option to, you guessed it, open an existing library.
3. Select the "Create A New Library" link, name your library
Select a location on your computer where the library will be saved Click SAVE
4. At any time, you can also:
Create a new library by selecting: FILE --> NEW from the top toolbar. Open an existing library by selecting: FILE --> OPEN from the top toolbar.
Parts of an Endnote Library An Endnote Library is shown below.
- Output Styles: An output style is a citation format, there are hundreds to choose from. Most journals have their own specific citation format. Below the PNAS (Proceedings of the National Academy of Sciences) output style is selected.
- Output Preview: At the bottom, shows how references will look using the chosen output style.
- Column Headings: Click on any column heading to sort the citations in that library by that field.
- References: Each line in the main body below is an individual reference (citation). To see all fields in a reference, double-click on a reference.
An Endnote Reference is shown below.
Setting Preferences in Endnote
Endnote allows you to view and set preferences for many of the program's features. It is a good idea to browse the Preferences menu to get an idea of the options available.
To view and change preferences, in the top tool bar,
Click: EDIT --> PREFERENCES The window below will appear.
In particular, it can be useful to look at:
- Libraries: Set Endnote to open specified libraries when Endnote is opened.
- Reference Types: Set default reference type.
- Sorting: Identify words Endnote should ignore when sorting records (default is: a, an, the).
- Change Case: Tell Endnote not to change the case on terms you identify (for example: DNA, PET, VLBI). Very useful because many acronyms are used in science.
- Display Fields: Tell Endnote which fields to display in the library window.
- Duplicates: Identify which fields to compare when checking for duplicate citations.
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