Tools for Citation Management EndNote 201: Writing and Citing for

Windows

Beth DowneyAssociate Professor & Instruction Librarian

Research Services

Workshops in the Citation Management Series• EndNote 101: Building Libraries for Windows

• EndNote 201: Writing and Citing for Windows

• EndNote for Mac

• Mendeley 101

• Zotero 101

• Check the workshop calendar for information and times!

Session Overview

• Using Cite While You Write to insert citations and create your “Works Cited” pages.

• Using and editing bibliographic output styles.

• Getting Help

EndNote in a nutshell…

Export

citations from

Research

Databases

Use “Cite While

You Write” to

add citations to

Word

Documents

Organize and

manage them in

EndNote

Cite While You Write (CWYW)

• Insert citations in Word and build your reference lists automatically.

• Place references at the end of your papers, or after each section/chapter.

• Edit and manage the format of your citations in Word.

• Change output styles at the click of a mouse.

• Convert to plain text for uploading/submitting to programs such as Turnitin, My Courses, etc.

Enable CWYW when installing EndNote:

• Install after Word to enable CWYW:

• Do this when updating to new versions of Office or when moving files and software to a new computer.

• If EndNote tab doesn’t appear, go to “Options” (under File) and “Add-Ins” and be sure the EndNote CWYW features are active.

Bibliographic Output Styles

• Standard styles plus those from publishers.

• Reference types help fill the fields in the style templates.

• New reference types are updated and added periodically (press release, podcast, interview, etc.).

Inserting citations

• Citations can be inserted in the parenthetical author/year format, numbered format, or modified parenthetical.

• The type of citation inserted will depend on the bibliographic output style selected.

Inserting a modified citation:

• E.g., “Breen and Maassen (2005) found that students were concerned about acknowledging properly…”

• In this example, we just need to insert the year in the text…

• …BUT have the full reference listed in the bibliography.

Editing citations

• Since the appearance of citations and references in the text are set by the style templates in EndNote, any changes made in EndNote citations in Word will not be saved.

• To make an edit to an individual citation, use the “Edit and Manage Citations” option.

Editing Output Styles

• To modify all of your citations, you can go to “Edit Output Styles” and modify the rules of a selected style.

• Note: you can’t change the initial style, but make a COPY of the modified version.

Troubleshooting

• EndNote Support FAQs can answer most questions.

• Problems can arise dues to

• Old import filters

• Web browser conflict

• Browser plug-ins

• New versions of Windows and Word

• Sometimes a reboot is all it takes!

EndNote Resources

• www.endnote.com

• Updates import filters, connection files, templates, output styles and more.

• View tutorials, sign up for webinars, and join the user communities.

• EndNote Resource Page (MSU)

• Local information and guides

• Links to useful external sources

• FAQs relevant to MSU users

Need more help?

• MSU’s EndNote Research Guide

• http://guides.library.msstate.edu/endnote

• Links to EndNote’s website, YouTube channel with training videos, and tutorials

• Individual office consultations

• Beth Downey, edowney@library.msstate.eduor 325-3834