Why & How to Learn EndNote

Step 1: Setup EndNote software
Step 2: Begin an EndNote Library

Step 3: Checking Styles & References

Step 4: Importing references 
Step 4a: Importing from OneSearch
Step 4b: Importing from a Database 

Step 5: Managing your EndNote Library

Step 6: Using Endnote with MS Word
Step 6a: Adding references in Word
Step 6b: Editing references in Word

Optional Learning Path Steps
Organising your references

Working + full-text PDFs 

Other EndNote import methods
 

As you build your EndNote library, it is helpful to organise references into groups. Watch this video (4m39s) on how to set up custom groups and group sets. 

Set up custom groups and group sets from EndNote Essential Training by David Rivers

You can also organise references by adding labels in the Label field within the reference itself.

1. Open an individual reference in your EndNote Library
2. Scroll down to the LABEL field and enter a word, e.g. ‘research’.

4. Close the reference and save any changes.
5. To search for references with assigned labels, select the SHOW SEARCH PANEL.

6. Select LABEL from the field drop-down menu and type ‘research’ in the free text box. Select SEARCH. Any references with ‘research’ in the LABEL field will now be displayed.

Use the Research notes field to add your own information to references.
1. Display the full record of a selected reference.
2. Scroll down to the Research Notes field.

3. Add information relevant to you – e.g. cut and paste a quote from the reference that you want to use.