EndNote Guide

When you already have a list of resources you'd like to type into your library...

The Online User Manual is your best resource. 
Use Chapter 4, "Entering a Reference."

Use the green citation icon with a + in the circle to bring up a new form.

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Use this document to determine how to download references from databases to your web or laptop library:

When creating references:

Choose the type of source you have on the drop-down menu under "reference type”  (book, journal article, book section/essay/chapter/). 
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.  You still must capitalize proper nouns and the first word of a subtitle (after a colon). 
EndNote will choose the correct lower and upper case letters for the rest of your title 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. It will not take all uppercase titles (as it might come from a database) and transfer them to a mix of upper and lower case – you’ll have to go in and change them.

For titles of 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.

For MLA style, you need to indicate Print or Web.  Put that in the label field. 
For APA format, you need to add the DOI number for each article.  Place it in the DOI field.

 If you have the PDF of an article: (e.g. from Expanded Academic Index or JSTOR), drag a copy to "file attachments" and it will store it for you.

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, Annotated APA style, and in the American Political Science Review (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, APA or APSA, please email Charles Priore, or Kris MacPherson (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 with an entry, 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 (or on the side) as a "preview."  If the preview is not there, click the preview button on the lower (or upper) right corner. Completed references can be edited by highlighting the entry and pressing enter, or by double-clicking on the highlighted entry.