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.