Access EndNote from any of the computer lab computers: 
On a PC, go to Start and then St. Olaf Apps and choose EndNote. 
On a Mac with OS ten, click on the hard drive and then choose EndNote. 
You may also install EndNote on your personal machine by following the instructions from the IIT department at http://www.stolaf.edu/services/iit/documentation/endnote/. 

Create your own personal library with the introductory screen or by clicking on File -> New.  Name your library and save it on the server (H: drive, etc.) or wherever you maintain your own materials.  It will now be available to you on any public machine on campus.

Bring the Toolbar into view:  Click on Tools -> Show Toolbar -> Main.  

Choose the style manual or type:  Go to the pull down menu on the tool bar and look at the list provided.  If the one you want is not listed, highlight "select another style."  This might take a minute as it's loading many, many styles. 

Manual Entries

For items you already have in hand, you need to enter the reference yourself. 

For example, you want to enter an article called Youth in sport:  Psychological considerations written by Robert J. Brustad, Megan L. Babkes and Alan L. Smith from the second edition of the Handbook of Sport Psychology (edited by Robert N. Singer, Heather A. Hausenblas and Christopher M. Janelle; published in 2001 by John Wiley and Sons of New York), on pages 604-635.  Call number of the book is R.R. GV 706.4 .H37 2001.

Click on the yellow icon about 1/3 of the way in on the toolbar (immediately to the right of the A/Z icon) or use the references dropdown and choose "new reference"

Choose the type of source you have on the drop-down menu under "reference type"; in this case the encyclopedia article would be considered a book section

Fill in the applicable boxes.  Boxes can be left blank.

For authors, put in last name first, then a comma, then first name and initial OR first name, middle name or initial and family name.  Use the enter key so the names are listed on separate lines.  If there is a corporate author (e.g. an organization or government agency) or people end their name with Sr., Jr, etc., end the entry with a comma.

For titles of articles in journals or in books, use upper case initial letters for only the first word of the title (as if you were writing a sentence); EndNote will choose the correct lower and upper case letters depending on your selected style.  Likewise, it will decide whether to italicize, use quotation marks or underline titles -- you should just give it the basic words. 

For titles of books and journals, it is best to use upper and lower case as the style calls for.

Page numbers can be entered fully (604-635) or in shortened form (604-35; leaving off the second 6) -- EndNote will choose the correct form and adapt your entry.  

Editions should be listed in numerical format (e.g. 2nd) rather than written out.  EndNote will add the word edition as needed.

URL field:  If you have a full-text article from an electronic source (e.g. Expanded Academic Index or JSTOR), type the database name and the date accessed here.  It will then appear in the appropriate place in the citation.

If you wish to write an annotation, put it in the notes field.  At this point, the notes field is only activated in the Annotated MLA style and in the PS220 Turabian Annotated style (i.e. annotations won't print in Word if you choose another style).  If you need to write annotations in a format other than MLA or Turrabian, please email Charles Priore, Kris MacPherson, or Ken Johnson (reference librarians)

You may add as much material as you wish (e.g. notes, call numbers, etc.)  This will help you as you go back to recheck items as you write.  The extra material won't show up in the reference unless the style calls for it.

When you are finished entering, click the "X" to close the entry box.  The author, year and title should show up in the main library box, highlighted, and the reference at the bottom as a "preview."  If the preview is not there, click the preview button on the lower right corner. Completed references can be edited by highlighting the entry and pressing enter, or by double-clicking on the highlighted entry.

If you choose MLA format, the entry for the above example should look like this:

Brustad, Robert J., Megan L. Babkes, and Alan L. Smith. "Youth in Sport:  Psychological Considerations." Handbook of Sport Psychology . Eds. Robert N. Singer, Heather A. Hausenblas and Christopher M. Janelle. 2nd ed. New York: John Wiley and Sons, 2001. 604-35. [Underlining title is preferred but Dreamweaver does not allow.]

Now, practice with these items:

• Book:    A book called Worldwide Trends in Youth Sport by Paul De Knop, published by Human Kinetics in Champaign, Illinois in 1996.

• Journal article: From the May 1991 issue (volume 91, number 5) of a journal called The Elementary School Journal you've chosen an article entitled, Burnout in youth sports" written by  Robert J. Rotella, Tom Hanson and Richard H. Coop. It's on pages 421-429.
  
• A Web page: http://www.competitivedge.com/resources_getting_mentally_tough.htm  Go to this web page and find the information you need (author, title, date last updated, date you accessed, etc.)

This is what the citations should look like in MLA format:

• Brustad, Robert J., Megan L. Babkes, and Alan L. Smith. "Youth in Sport:  Psychological Considerations." Handbook of Sport Psychology . Eds. Robert N. Singer, Heather A. Hausenblas and Christopher M. Janelle. 2nd ed. New York: John Wiley and Sons, 2001. 604-35. [Underlining encyclopedia title is preferred but Dreamweaver does not allow.]
  
• De Knop, Paul. Worldwide Trends in Youth Sport . Champaign: Human Kinetics, 1996. [Underlining title is preferred but Dreamweaver does not allow.]
  
• Rotella, Robert J., Tom Hanson, and Richard H. Coop. "Burnout in Youth Sports." Elementary School Journal 91.5 (1991): 421-29. [Underlining journal title is preferred but Dreamweaver does not allow.]
  
• Goldberg, Alan. Can Sports Psychology Help You Get Mentally Tough? 2006. 18 February 2007 [or the date you accessed it] <http://www.competitivedge.com/resources_getting_mentally_tough.htm>. [Underlining page title is preferred but Dreamweaver does not allow.]

2.  Importing References Saved from Non-EndNote Searches

When you search an online journal index or database directly from the Libraries home page or from a Research Guide prepared for your class (with hot links to databases), you can often save the results of your search and then import them into your EndNote Library.  For explicit instructions for each index/database, look on the Libraries Electronic Research Tools page and consult instructions linked under the index name.  Note:  Some databases are not set up for filters and instructions so links are not given.   Citations from those databases must be entered manually as in number 1.

From the St. Olaf and Carleton Library catalog, Bridge:

• Do a search on Bridge in the normal way.
• Mark the records you wish to save and click the "Save Marked Records" button as you browse each page OR click on "Save all on page." [If just one record meets your search, mark it by clicking on the "save records" button.]
• Then click on  View/Export Saved button
• In the box, make sure you click on EndNote on the left, and send the material to Local Disk on the right
• Click Submit and click on okay. 
• Save to the desktop (temporarily) or to your EndNote materials folder on the H: drive/Sven (you decide when to delete).  We recommend you change the name of the file to reflect your topic or resource uses and date searched but you must use the correct file extension (as noted in the directions from the Indexes/Abstracts page; usually .txt) .  Reduce your screen or exit Bridge.
• On the EndNote toolbar, click on the Import button (arrow pointing down).
  Click on choose file and highlight the one you saved on the desktop or H: drive/Sven.  Click "open."
• Click on Import Option menu, and then Bridge (or "other filters" if it's not there; scroll down to Bridge, highlight it and return).
• In the Duplicates box, leave at Import All if you want to examine everything or discard duplicates if you trust it to do the discarding.
• In the Text Translation box, leave it at No Translation.
• Click the import button.
• EndNote now shows you just the new references, so you can review them before adding them to the rest of your library.  If you wish to delete any, simply highlight it, click the References button above, and highlight Delete.
• When you are ready, click on References, and then Show All References to see the full library.
• Before leaving the public lab, make sure you delete all imported files from the desktop.

From online databases available from the Libraries Electronic Research Tools page or from the online version of your class Research Guide which have filters available on EndNote

• First look at the name of your index/database on the Libraries Indexes page.  Those indexes from which references can be downloaded authomatically have Endnote Instuctions listed below the title.
• Follow the instructions given to run and save your search. We recommend you change the name of the file to reflect your topic or resource uses and date searched but you must use the correct file extension (as noted in the directions from the Indexes/Abstracts page; usually .txt)
• In EndNote, Click the import button (look for an arrow pointing down on the toolbar or choose import from the File menu).  Click on "Choose File."  Choose the appropriate file from the desktop or H: drive/Sven, and click "open."
  Under Import option, see if the database you searched is listed on the drop-down menu.  If so, highlight it.  If not, choose "other filters."  Under Other Filters, highlight the correct filter [e.g. Physical Educ Ind (CSA) or BioSci(CSA)] and click "choose."
• Under Duplicates, leave it at "Import all" unless you really want the computer to decide which are actually duplicates.  You'll have an option to delete records later if you wish.
• Under Text Translations, leave at "No Translation."
• Click "Import."
  The new items will appear on your screen.  Check several records by double-clicking on each reference  to make sure they are what you want and the data is there.  Delete if you wish by going to references -> delete.  If importing from CSA databases, you may wish to erase (or move to a different field) the journal title abbreviations which will appear after the journal title if they came along.  You may also need to change journal title words to the appropriate case.
• When you are ready to accept the list into your full library, go to References and highlight "Show all"
• Your new references are now incorporated into your library.

C.  Linking EndNote Library Entries to Scanned Items in PDF Files:
Many of you will have collections of journal articles or other scanned materials stored on your computer.  You can link these to listings in your EndNote library for easy cataloging and access.  Note:  make sure you have the scanned items stored in the most logical manner before you make the links.  If you move them later the links will need to be redone.

When you name your documents, we suggest you use the author's name and a pdf extension (e.g. Jones.pdf).  Label the second article by Jones "Jones2.pdf" or "Jones2004b.pdf." 

IIn the worksheet for that article, move down to the "Link to PDF" field and place your cursor there.

In the toolbar, click on References -> Link to PDF and select file as usual.

To open the document, put cursor on the url.  Go to References -> Open link

Done! Some users with very large libraries copy their pdf files to CDs and just note the CD number and file name in one of the worksheet fields

D.  Compiling Annotated Bibliographies with EndNote

For some courses, you will be asked to compile an annotated bibliography; that is, a list of materials relevant to your topic which have paragraph-long evaluative summaries included.  To compile this bibliography: 

Enter the reference to your article or book into your EndNote Library as described above (either manually or by downloading from a database).

In the notes field, write an evaluative paragraph according to the guidelines handed out separately in class.  If there are other items in the notes field, move them to a different field or erase them.

To create your annotated bibliography as a Word document:

In EndNote, make sure you have selected the appropriate style (For MLA, use "Annotated MLA"; see "A" above if you've forgotten how to do this).
Open a new Word document and choose the appropriate settings for font and size.

In EndNote, select the references you want for your annotated bibliography by clicking on the first reference, then holding down either the control key and clicking on the others you want.  It is best to take all the references you need at once -- otherwise you will have to manually alphabetize your bibliography later.

• Go to the Edit drop down menu and choose "Copy formatted."
  
• Reduce the size of the EndNote screen so that you can see both Word and EndNote.
  
• Go to Word. In the Edit drop down menu, choose "Paste."

To put the bibliography in "hanging indent" format or to make any other changes to the format, go to the EN toolbar (in Word) and click on the 1., 2., 3. icon just to the right of the EN icon.

E.  Writing papers with Word and EndNote

Microsoft Word and EndNote are designed to work hand-in-hand.  Open Word on your machine in normal view.  Open your EndNote library simultaneously, keeping it in the smaller view.  Make sure the correct citation style is chosen in EndNote.

Type your text as you would normally.  However, when you are ready to cite someone, point your cursor to the place you want your first citation to appear.  You now have several choices of how to insert:

• In EndNote, highlight the reference you wish to cite.  In Word, go to the EndNote toolbar, click on Insert Selected Citation(s) button or use the drop-down Tools menu. 

  Note that first a numbered reference will appear -- not in proper format.  The software will crank away for a bit (sometimes awhile depending on how busy the network is) the first time you insert a citation, but suddenly, the in-text reference will be correct and the bibliography reference will appear at the end of the paper.  Save your Word file and continue.  OR

• Go to the EndNote toolbar and click on Find Citation(s).  In the "Search for" box, type in keywords (e.g. author, significant title word) to identify the source you wish to cite and click Search.  EndNote will list the matching references.  Highlight the correct reference and click insert.   OR

To insert several references together, hold the Control key down while highlighting all the references you wish to place together.  EndNote will insert them as one multiple citation and sort them according the rules of your chosen Style.

Sometimes,  you need to add the page number in the citation or you don't need the full data.  To modify individual citations within Word, highlight the one you wish to edit.  On the EndNote toolbar, click the "Edit citation" button to open the Edit box.

If you need to change the format once you have already entered references or need to change the title of the bibliography, etc., go to the EndNote toolbar in your word document.  The "numbered list" is the "format bibliograpy" icon.  On the first screen you may switch styles; under "layout" you may retitle your bibliography.

F. Adding Key Words to your record

Eventually you will build up a sufficiently large library that you will need help finding articles again. So, it's a good idea to begin to think of topics or keywords you'd like to assign the entries as you add them. Using the references -> search function, you can later pull out all the items on a particular topic:

IF the original record used the word you're looking for
OR if you added the word to the record yourself.

So, it's a good idea to keep a list of topics/keywords you want to be able to search on, and in an empty field of each record, list the relevant ones which aren't already used there.

G.  Saving and Exiting from EndNote

When you close your EndNote library it is saved automatically. The good news is you don't have to worry about forgetting. The bad news is if you really mess things up, you can't close without saving changes. If you're going to experiment in a big way, it's best to copy the original library, retitle the copy and test the new techniques there.

Handout compiled by Kris MacPherson and Charles Priore with the assistance of materials by Sheri Breen.