An introductory overview to the citation management program
EndNote.
EndNote is a software program used to store, manage, and search your own database(s) of bibliographic citations. It provides an easy way to insert new citations manually, and it also allows for the transfer of groups of references retrieved from online bibliographic databases (including Orbis) into your EndNote database (or "library") for future use or reference. EndNote can also be used with word processing programs to create bibliographies and citations in a variety of formats.
EndNote is available commercially (for Windows and Mac) and it must be purchased and installed on a personal computer (a free trial can be downloaded from http://www.endnote.com/endemo.asp); this software package is not available on any public computers at the Yale Divinity School.
Bibliographic citations are contained in files called libraries. An EndNote library is a collection of references, each containing the information required to create a bibliography, in addition to other information you may wish to store in your database (e.g. notes, abstracts, etc.). There is no limit to the number of libraries you can create. EndNote v. 4 contains a sample library (in the EndNote directory, Examples folder - PALEO.enl) with which you can practice the following exercises:
- Open a library: File menu -> Open -> Open Library...
- Sort: click on title bar (e.g. Author) to sort by that field
- Open a reference: double-click the reference
Use the EndNote v. 4 sample library (in the EndNote
directory, Examples folder - PALEO.enl) to practice
the following exercises:
1. Entering New References into a Library:
- Once in the appropriate library, References menu -> New
- Choose appropriate Reference Type and enter information
- Close the Reference window to save the information
2. Searching for Citations within a Library:
- References menu -> Search
- Type term(s) into search box(es), noting that additional search boxes can be added by clicking ADD button at top
- Restrict term to specific fields (e.g. Title), or search "any field"
- Select AND, OR, or NOT
- Click Perform Search
3. Format and Print a Bibliography:
- From Search results (see above), File menu -> Output Styles and select appropriate style (e.g. Turabian, MLA), using Style Manager if necessary.
- File menu -> Print
To import citations from a bibliographic database you must first search the database and save the resulting citations as a file. This file may then be brought into EndNote, but it must first pass through an appropriate Filter to format the citations. Filters exist as separate files and have been developed for individual databases; many are included in the EndNote software package, others may be downloaded from the EndNote web site, and still others have been created locally and are available here (see below). Existing filters may be edited to accommodate citations from databases for which there is not an appropriate filter. UPDATE: A filter IS NOW AVAILABLE for the ATLA Religion Database: see the online help sheet.
Here is an Example using the web version of the Eureka database:
- Log in to Eureka
- Select Options from the menu on the left of the screen
- Select Disk File and EndNote/Refer/BibIX
- Select a Search option and perform your search, marking records you want to keep
- Select the briefcase icon (Export) located on the top right of the screen. The records will download to a file on your computer
- In EndNote, under the File menu, select Import
- Find and select the downloaded Eureka file by selecting Choose File and going to the appropriate folder in your EndNote directory
- Select Refer/BibIX from the Import Option menu
- Click the Import button; the citations will be "processed" into your open library
For more information regarding EndNote Import filters (including links to additional filters), see http://www.library.yale.edu/endnote/import.html
V. Remote
Connections
It is also possible to search some databases from within EndNote (including Yale's online catalog Orbis), using special connection files, but the searching capabilities provided are rudimentary; it is usually more useful to search in the database itself and then import the resulting citations into EndNote.
For example, searching Orbis (and saving citations) from within EndNote:
- File menu -> Connect...
- Scroll down to Yale U, select it and click Connect
- Perform search
- Select the citations you wish to keep, ctrl-click for more than one citation, or Edit -> Select All
- Click Copy References To button (top right) and make selection
For more information regarding EndNote connection files
(including links to additional connection files), see
http://www.library.yale.edu/endnote/connect.html
Consult the sources below for more information about EndNote, or contact Diane Goldenberg-Hart (diane.goldenberg-hart@yale.edu), Instructional Technologies Librarian at the Yale Divinity Library.
- Questions & Answers from YDS EndNote Demonstrations, Fall 2000
- Yale University Library EndNote Help Page
http://www.library.yale.edu/endnote - Yale University Library EndNote Instruction Page:
Humanities
http://www.library.yale.edu/humanities/endnote/huminstruct.html - Yale Medical Library EndNote Page
http://www.med.yale.edu/library/reference/training/endnote/welcome.html - EndNote Product Home Page
http://www.endnote.com