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EndNote X: A Quick Start Online Tutorial
Learn EndNote in 6 Lessons
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Download Tutorial
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EndNote Resources
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1. Prep Work
Create Library File
Select Output Style
Change Display Font
Check Word Processor
Useful Tools
Spell Checker
Change Text
Term Lists
Customize List
Import List
2. Enter Info
Journal Article
Book
Magazine Article
Figure (Image)
3. Write & Cite
Cites & Bibliography
Figure & List
Edit Citations
Find References
4. Find Sources
Book References
Connection File
Connect Online
Search & Select
Download & Save
Modify Connection
Search for Articles
Direct Export Method
Connect Online
Search & Select
Export Results
Indirect Import Method
Import Filter File
Search & Select
Save .txt File
Import Search Results
5. PDFs/URLs
Link to PDF
Drag & Drop PDF
Save URL Link
6. Customize
Create Reference Type
Create Output Style
Download Tutorial & Work Files
Download complete online tutorial content material
(44 pages/pdf - 2.00 MB)
Download handout for conducting 2-hour training session
(39 pages/pdf - 1.75 MB) - handout omits section on figures and list of figures. Corresponding training session held on Feb. 28, 2007 may be viewed on demand at:
https://sas.elluminate.com/mr.jnlp?suid=M.8619DC163AC57985AA1C0F874ECCA0
Download tutorial work files
(3 files/zipped - 416 KB)
Download tutorial lessons
:
Lesson 1 - Prep Work
(10 pages/pdf - 676 KB)
Create EndNote lIbrary file
Select APA 5th output Style
Change library display font (Unicode Font to accommodate special characters)
Check EndNote integration with word processor
Useful tools: spell check, change text, and term lists (customize, import)
Lesson 2 - Enter Info into EndNote Library
(12 pages/pdf - 492 KB)
Journal Article example & Link/Save PDF function
Book Reference example & Save URL Link
Magazine Article example & Drag/Drop PDF
Figure (Bar chart) example (Graphic Image)
Lesson 3 - Write & Cite
(7 pages/pdf - 344 KB)
Insert single in-text citations and create bibliography
Insert multiple in-text citations and create bibliography
Insert figure and generate List of Figures
Edit individual citations
Search and find citations
Lesson 4 - Find Sources (Using Connection File and Import Filters)
(11 pages/pdf - 544 KB)
Search online book catalog (UH Voyager)
Select connection file
Edit connection file
Connect to UH Voyager
Search for references
Download and save search results into EndNote LIbrary
Search Aggregate Databases for Articles (Journal, Magazine, Newspaper)
Academic Search Premier (Direct Export Method)
Connect to Academic Search Premier
Search and select references
Direct export references into EndNote library
PsycINFO (Indirect Export Method)
Locate and select filter
Search and select references
Save search results
Import search results into EndNote library
Correct assorted field content
Lesson 5 - Save PDFs/URLs in EndNote (information duplicates part of Section 2)
(3 pages/pdf - 128 KB)
Link/save PDF
Drag and drop PDFs
Save URL links
Lesson 6 - Customize Reference Type & Output Style
(4 pages/pdf - 176 KB)
How to customize EndNote reference type
How to create corresponding output style template