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EndNote X: A Quick Start Online Tutorial
Learn EndNote in 6 Lessons
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Download Tutorial & Work Files

  1. Download complete online tutorial content material (44 pages/pdf - 2.00 MB)
  2. 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
  3. Download tutorial work files (3 files/zipped - 416 KB)
  4. 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