USING ENDNOTE  

What is EndNote? 

EndNote is software that helps you store and manage bibliographic references for your research projects and papers.  It can format references and automatically create bibliographies using a variety of style manuals. 

How does EndNote work? 

EndNote allows users to create libraries of selected references found in print and electronic resources.  Through use of EndNote templates and filters, users have the option of storing their data in any number of style formats developed by major publishers and associations.  A built-in search engine allows for easy retrieval of citations. 

Where can I get EndNote?

Wichita State University has purchased a site license for EndNote. All Wichita State University students, faculty, and staff can download a copy of the software by going to the SOS website and looking under “Tools.”  There are EndNote versions for both the PC and Mac platforms. When installing the software, you have a choice between Typical and Complete.  Select Complete if you wish to use EndNote with a handheld device.  

 Note: If you currently have an earlier version of EndNote installed on your computer, please read the “read me” file included in the installation before proceeding with your EndNote installation.  See also  “Additional Information” below for more information about compatibility with EndNote libraries developed under previous EndNote releases.  

Where can I get technical help? 

If you are having difficulty downloading the EndNote software from SOS, you may contact Steve Dickerson, steve.dickerson@wichita.edu, ext. 3906, in UCATS for assistance.  Note: Check information on Windows and Macintosh compatibility located below to make sure your computer can run this software.

If you have problems getting the software to work once it is downloaded, contact EndNote technical support at (408) 987-5609, 8 AM to 5 PM Pacific, Monday through Friday, or go to the EndNote technical support website

How do I get started using Endnote?

The best place for help getting started is the EndNote tutorial, an 82-page guide or the EndNote 4 page scripted demo. 

As you get more familiar with the product the 600 page manual that comes with your download will answer your more complex questions. 

The Endnote website also has a number of useful guides. 

EndNote  tip Sheets 

·          Creating Bibliographies.
Click here for tips on creating bibliographies with EndNote.

·          Entering Images. Image files for this tutorial: Windows or Mac.
Click here for tips on entering images using EndNote.

·          Entering References into EndNote.
Click here for tips on entering references into EndNote.

·          Searching for References within the EndNote database.
Click here for tips on searching for references and creating an annotated bibliography. Note:  The connection files will work for non-subscription databases like PubMed and for library catalogs.   Here is a connection file for the Wichita State Library. Download this file to the connections subfolder located in the EndNote folder under Program files. Path:  Local C:-Programfiles-EndNote(release #)-Connection 

     Use the import filter option for subscription databases like FirstSearch.

·          Searching Remote Databases
Click here for tips on searching remote databases with EndNote.

·        Customizing the Library Window
Click here for tips on customizing the library window in EndNote.

EndNote  FAQ 

The University Libraries will also be offering workshops in the future.

Additional information 

Compatibility and Systems Needs

Windows

EndNote  will run on Windows 2000 or Windows XP.

For word processing, EndNote is compatible with Word 2000, XP and 2003. At the moment, WordPerfect functionality is unavailable.

Note regarding computers running Word XP:  Smart Tags must be enabled to use the Instant Formatting feature (Cite While You Write).

Macintosh

EndNote  will run on System OS X (10.2.x, 10.3.x).

For word processing, EndNote is compatible with Microsoft Word 10.1.2-10.1.6 and 2004. 

Backward compatibility

Libraries created in versions earlier than EndNote 8 can be used with EndNote 8 or higher. When you open the library for the first time, EndNote will offer to create a converted version of the library, with a new name. The original library will remain intact. The references in the converted library will have the same record numbers as in the original library. 

NOTE: Converted libraries containing blank references cannot be opened in EndNote. Remove any blank references prior to conversion. 

Libraries created in EndNote 8 or a higher version cannot be used with versions earlier than EndNote 8.

Styles, filters and connection files created in earlier versions can be used in EndNote.
NOTE: However once you edit one of these files, it can no longer be used with earlier versions. Styles, filters and connection files created in EndNote cannot be used with earlier versions of EndNote. 

If you are using Word 2000 or a later version of Word, you can open a document that was formatted using earlier versions of EndNote, and continue to add references to it using EndNote. The citations stored in the Traveling Library are automatically converted to EndNote format. However, the manual recommends that it is better to unformat the citations before you start to add references using EndNote. 

If you have a document that has been formatted using an Endnote release higher than 7 and you add references to it using EndNote 7, all of the higher release references will disappear.

Prepared by K. Downes 
 04/05 Updated 08/06

Updated January 2, 2005    Contact: Reference and Research Services Web Administrator