Using EndNote to Manage Bibliographic References


What is EndNote?

A database management package designed specifically for managing bibliographic citations. Recent versions includes a search engine that allows you to connect directly to certain databases. EndNote also interfaces directly with standard word processors, making it easy to import citations and incorporate them into your writing.

What is an EndNote Library?

An EndNote library is an individual database of bibliographic citations that you create. The Cornell Library Catalog is a database of bibliographic information that the library has created; the catalog database is made up of millions of records for individual items which in turn are made up of fields. EndNote is structured the same way.

In EndNote, bibliographic information is saved in a library (EndNote's name for a database). Each library is made up references. References are the equivalent of records in the Library Catalog. Each reference is made up of several labelled fields for the author's name, the title of a book, and the year of publication, for instance. Journal articles have a different set of fields, such as the article author, article title, journal title, volume number, issue number, date, and so on.

Creating an EndNote Library

When you open EndNote, it prompts you to create a new library or open an existing library. Create and name a new library. (In earlier versions of EndNote, choose New under the File menu and name the new library.) EndNote libraries have an .enl extension.

The five methods for building an EndNote library:

  • Method 1: Manually add a new reference.
    Type information into each reference field, one field at a time. Display newly entered references in default bibliographic style, then choose a different output style. Use Show Preview at the bottom of your library to display how an indiviual item will look in the output style you've chosen.

  • Method 2: Copy and paste.
    Copy the information from the source and paste it into a field in the EndNote reference. Then distribute the individual pieces of information to their proper fields in the EndNote reference.

  • First hands-on session: Name a Library. Add References manually.


    Using EndNote filters and connection scripts for databases

    Using EndNote with CU databases customized for Cornell:

    Humanities and Social Sciences Databases
    Science Databases
    Engineering Databases

     

  • Method 3: Import from a database into EndNote using a filter.
    Download a text file and import the citations using a filter supplied with EndNote. Let's start by importing into EndNote some records from the Cornell Library Catalog.

    The basic steps of using a database with an EndNote filter:

    1. From within a database, perform a search.

    2. Save the search results as a text file.

    3. Use a filter to import the text file into an EndNote Library. To import means to filter or translate the information into a format compatible with EndNote.

    How to import records into EndNote from the Cornell Library Catalog:

    First, you'll need to download the filter [CornVoy2.enf]. Click on this link: download filter.
    Choose save and put file in the EndNote filters folder, by going to Program Files, then EndNote, then Filters.
    (Note: Filters have .enf extensions.)

    Once this filter is installed in your EndNote Filters folder, do a search in the Cornell Library Catalog.

    Select the records you want by clicking on the checkboxes in the results list.

    At the bottom of the results page under Record Options, change Select Download Format to Long View. Click on the Format for Print/Save button.

    You now have a plain text page. Save this page as a text file by using the File/Save As menu in your Web browser.
    Rename this file myfile.txt. Save this file on your Desktop.

    Now go to EndNote. Use the File/Import menu to display the Import window.
    Click the Choose File button to navigate to and select your saved text file.

    Click on the Import Option dropdown menu, choose Other Filters..., and click on CornVoy2 from the filters list. Click the Choose button.

    Click the Import button. You should see a window flash by, and then your imported files will be displayed in an EndNote window. To integrate these newly imported references with your other references in your library, use the References/Show All References menu. Your import is complete!

    Second hands-on session: Use a filter to import References into your Library.


  • Method 4: Export from a database into EndNote.
    Download search results using export from an OCLC FirstSearch database (WorldCat, Sociological Abstracts, MLA, etc.). The text file is automatically created by the database software; all you'll need to do is direct the exported records to the appropriate EndNote filter and add them to your Library.
  • Method 5: Connect directly to a database through EndNote.
    Use Tools/Connect to connect to databases from within EndNote using EndNote's search interface and import your search results into your EndNote Library (use either the Cornell Library Catalog or a FirstSearch database, i.e., OCLC WorldCat).

For the Cornell Library Catalog, you'll first need to download the connection file [CornellV_7_27_04.enz]. Click on this link: download connection.
Choose save and put the file in the EndNote Connections folder, by navigating to Program Files, then EndNote, then Connections. Connection scripts/files have .enz extensions.

Pros and Cons of connecting directly to the catalog vs. using a filter:

  • one step vs. multiple steps
  • simple searching vs. complex searching
  • generic call numbers vs. Cornell specific call numbers

 

Third hands-on session: Export from a database. Use a Connection file.


Adding full text, PDF, PowerPoint slides, MP3s, etc. to an EndNote Reference

More recent versions of EndNote (version 7 and later) allow incorporation of PowerPoint slides, MP3 files, and other types of files.

In EndNote, open the reference. Go to the 'References' menu and choose 'Insert Object.' Click 'Choose File.' Locate the file and 'Insert' it. For more information see the Help within EndNote.

For PDFs, use the 'link to PDF' field to create a path/link to the file on your local computer.

Working with EndNote Libraries

  • Searching
  • Sorting
  • Editing


Incorporating Citations from a Library in Your Writing

EndNote works with several standard word processors. It is easy to add citations by highlighting references your EndNote Library as you write. EndNote automatically produces a bibliography in the style you have chosen. EndNote comes with more than 300 predefined bibliographic styles. The EndNote Web site provides information on which Windows and Macintosh word processors work with the EndNote Add-In software.    Practice Word Document

Fourth hands-on session


EndNote and RefWorks

EndNote is compatible with RefWorks, a web-based citation management program available to the Cornell community at no charge to you. Citations can easily be moved from one program to the other and back. To move citations from one citation manager to another, use the help for each program. To move EndNote libraries to RefWorks, choose output style RefMan (RIS), then export to create a .txt file. Then in RefWorks, choose import, choose Desktop Biblio. Man. Software and the appropriate filter to import the text file.

EndNote Support

Use the Library Gateway Help Page on Citation Management for additional help. Here you'll find links to library support for EndNote. EndNote maintains its own online Support Services including FAQs and a Tip Sheets Web page.

EndNote software is available on computers in the Electronic Text Center (104 Olin Library) and in the Uris Library Electronic Classroom. Patrons may use the software in the ETC and save their EndNote libraries on their own diskettes. For help with advanced EndNote questions, e-mail us at CiteManage-L@cornell.edu or schedule an individual consultation.


Updated 14 September 2006
Tony Cosgrave, Michael Engle, Bob Kibbee, and Virginia Cole
Reference Department

URL: http://www.library.cornell.edu/olinuris/ref/endnote.htm


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