This is an overview of how to use EndNote from installation of the program and downloading references from online databases to adding APA in-text references in Word. FAQs are included.

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An
EndNote
PrimerSee also EndNote Tip Sheet
Lissa Lord llord@ku.edu
Summer 2014

2. Begin research with
EndNote
• Use EndNote for bibliographies and citations
• EndNote organizes citations from journals,
books, websites, databases, government
documents and most of what you want to
cite.
• EndNote software is free to graduate students,
faculty and staff at KU 2

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If you already have EndNote
on your computer and want to
begin using this program,
please proceed to
Using EndNote (#40).
Continue to next slide for
installation instructions.

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How to get it?
http://technology.ku.edu/software

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http://technology.ku.edu/software

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NOTE: If this is the first time you have
downloaded software from the KU
Software Store, you will need to install
the Secure Download Manager.

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http://OnTheHub.com

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Graduate students, faculty, retired faculty and staff can download
EndNote at no cost through KU’s Web store to use on KU-owned and
personal computers.

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Find the Download file folder and double click on the sdm_em.msi file to
activate

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The .SCX file has downloaded to your Download
folder. Find it and double click to finish the
process.

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NOTE: If you have downloaded EndNote to one computer
and want to download it to another computer you will get the
following message (text in red) when on the next computer. Select
“Your Account” from the top right of the screen where you get the
message.
Follow the directions on the “Your Account” screen and download
your next copy of EndNote. You can download EndNote this way
wherever you need to work.

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NOTE: You may get to this point and see and using different
screen prompts. There seems to be serveral options that get you to the
finish-line of installing the Secure Download Manager.
Remember, this process needs to be done only once. It is the installer
for all the software programs available at the KU Software Store.
Now, for EndNote

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I already had EndNote on my computer
which meant I was to “Modify” my copy.

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And, allow Thompson to download into
your computer from the Internet.
That’s it! You will find EndNote in your All Programs file on
your PC.

39. Trouble with the EndNote installation?
The IT helpdesk helped me out, big time!
IT Customer Service Center
itcsc@ku.edu
785-864-8080
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40. 1 After EndNote installs, Restart your computer
2Click EndNote Program to launch EndNote
3Create Your EndNote Library
To go back to installation, click HERE
40
Using Endnote
for the first time

41. Create
Your
EndNote
Library
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Tip: From the
EndNote toolbar,
select style drop down
menu and select the
citation format you will
be using in your paper
(APA, MLA, Chicago,
etc.)—this is
changeable.

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Note: Select Citation Style
Note: The style you select
can be changed at any time

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Tip: You can add references
manually into your EndNote
library for items that were not
downloaded through a database
or Google. To do this: click
References on the EndNote
toolbar and select New
Reference.

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Tip: The library can be
subdivided into
“Groups.”
Select Groups on the
EndNote toolbar and
Create Group.
Then you can drag and
drop (or right click on the
individual reference) and
Add to whatever group or
subgroup you have
established.

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Keyword search the
references in your
library

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You can add your own words in
this Keyword category on each
Reference in the EndNote
Library. These are the keyword
terms that can be searched.

48. Researching
and
Exporting
References
from Databases
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The most efficient way to find
articles is to search the Libraries
Databases from the Libraries
homepage http://www.lib.ku.edu)

50. 1. Open EndNote library
2. Open KU Libraries Homepage
http://www.lib.ku.edu
3. Click Articles and Databases
4. Select an individual database
Note: if you would like a refresher on literature searches, send me
an email and we’ll make an appointment. Lissa llord@ku.edu
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51. Dissertations & theses @ University of Kansas
Contains citations and abstracts of
dissertations and theses submitted by the
University of Kansas and published in UMI's
Dissertations Abstracts database, and full text
of KU dissertations published after 1996 and
KU theses published after 2005.
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52. What to Remember:
1. Open EndNote and Your EndNote Library
2. Search for articles in a database
3. Mark articles of interest
4. Export the citations to EndNote Library
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Dissertations & theses @ University of Kansas

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X
“educational leadership” AND math*
Search & Mark & Export

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Sometimes, exporting
the article citation into
EndNote has this
message attached by
default. Click “OK”

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This is EndNote and these
are citations downloaded
from various databases into
my EndNote Library.

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Full record of the citation in
EndNote. Remember that
under “Research Notes”
you can write or paste up
to 10 pages of notes or
pages of the article.

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If you already have full text articles
saved to your computer, you can
import and attach them to
references in your EndNote Library.

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This is the PDF file I have
saved to my computer for my
research. I can now attach it to
the EndNote citation as well.

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Click on the paperclip, first.
Then find the article on your
computer and attach this article
to EndNote by clicking on the
“Attached PDFs icon next to the
paperclip. The article will open
full text in the EndNote window.
Also, it will appear as a PDF
icon in the Reference record of
the article. You now have an
article attached to the correct
itation.

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2nd
Database to look at:
OmniFile full text select
Provides indexing, abstracting and
full-text content to journal articles in
a variety of disciplines.

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Article citation information,
and more, was just
downloaded from Omnifile
database. All of the
downloaded files for this
Library are listed in “All
References—a total of 7
articles.”

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More then citation
information. Note
the URL which is
the unique location
for the database
holdings of the
record you just
exported into
EndNote. Select if
you want to go back
to the database
record.

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Save the PDF file to
your computer and
then pull it into your
EndNote citation
record for this
article. You’re
research potential
is growing with
EndNote.

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1. Select the record
2. Select the paperclip
3. Browse for the article where you saved it on your computer
4. Select “Open”

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74. Use Google Scholar
with
EndNote
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http://www.lib.ku.edu

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From Google Scholar

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Adding
References
Manually

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Adding new
references that you
have collected

85. Reference Type?
Many choices in
the drop down
menu
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Create new references
in your EndNote library by
adding them manually into
blank citation templates.

86. All References
• Click on All References in the left hand
column of the EndNote Library screen to
view the new references, the recently
imported references and the earlier
references in one visible list on your
screen
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Using EndNote
with Word
Cite While You Write
(CWYW)

89. 1. Open Word
2. Open EndNote
3. In Word, put the cursor where you want to
insert the EndNote citation.
4. Using the EndNote toolbar in Word, go to
EndNote and select the citation you want to insert
5. Select Tools and then CWYW and then Insert
Selected Citation
6. The citation is now inserted into the text of Word
and the Bibliography at the end of the document
The above directions for inserting citations into a Word
document comprise one way of getting this task done (the
options are many but this is my preferred method).

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If you need to edit the citations
inserted into Word from EndNote, the
easiest way is to go to the full
reference view in EndNote to make
the editing changes and save that
record by closing the viewing pane and
saving. Then go to Word and select 
Update citations and bibliography
from the EndNote toolbar in Word. The
saved changes will be reflected in the
Word Document a miracle, btw.

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Bibliographies
with
EndNote

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How to create a stand-alone bibliography
in Word from selected citations stored in
EndNote?
1.Open Word to a new document and save as a named
file. Type the title at the top of the page and put curser
where you want the bibliography to start.
2.In EndNote, select (highlight) the citations you want to
include in the bibliography.
3.From the EndNote toolbar, select EditCopy
Formatted and then in the Word Document simply Ctrl-V
for paste and the bibliography is built to save and/or print.
The citation format is set in the EndNote program and
cannot be changed in Word. Fonts and line-spacing can
be easily changed and edited.

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Print (on the fly) a list of citations directly
from EndNote resulting in a printed
Bibliography.
1.Highlight the citations you want to include
2.Select  File  Print
(Note: the Numbered style works well when
printing a list of references from your EndNote
library).

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Can I convert an EndNote coded
bibliography to Plain Text? Yes.
Click on the bibliography text in Word  the citations are now
grayed-in. From the EndNote menu in Word, select “Convert
Citations and Bibliography”  Convert to Plain Text. The
bibliography will no longer be connected to EndNote and will
be easier to modify in Word for a stand-alone bibliography. This
is not a reversible process, so use it when you are completely
finished building your bibliography.

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FAQs

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How to save an EndNote Library to a flash drive
From the File menu in EndNote select Compressed
Library (.enlx) and use the file dialog to save
filename.enlx OR email your library to yourself or
someone else

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If you already have documents on your
computer you can import and attach
them to references in your EndNote
Library?
Yes. With your EndNote library open, highlight the
reference to receive the file (PDF, Word, jpg, etc.). Look
at the view in the split window  click on the paper clip
 select a file from your computer  Open  and the
imported file will show in the document window. Don’t
see the attachment? Click on the Reference tab not the
attach or the preview.

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How do I enter a government office or
agency into EndNote as an author?
Here is the answer one of our student’s figured out:
1.Change the reference type to “government document”
2.U.S. Department of Education,, Office of Educational
Technology
Yes, two commas! Tells EndNote to treat the whole name
of the government body as a surname.
Another example of government departmental author:
Department of Health,, Welfare and Social Security

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A Word on EndNote Web

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Guides.lib.ku.edu/EndNoteWeb

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Big Extra Credit:
Transferring
Word Citations
to
EndNote Library

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1.To begin, open Word document.
2. Use the Manage Sources option from the
References tab to remove any sources you
do not wish to transport to your EndNote
library.
3. From the EndNote X7 tab, click on the
Export to EndNote and then, from the drop-
down selections, click on Export Word
Master List.

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4. Click Browse to choose the library to which the
Word Master List will be imported or select a new
EndNote library to export to a new one.
5. Click OK. It may take a few minutes for the export
process to complete. When finished, verify in your
EndNote library (make sure you go to the right one)
that your citations have come through. You can now
run the Find Full Text function, if you choose, to attach
PDF files to your citations.

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106. Edit from Word to EndNote or from EndNote
to Word.
It is worth the effort of a sharp but short
learning curve.
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All done now.
Questions? Please, ask the Librarian
Lissa Lord
llord@ku.edu
Summer 2014