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EndNote Introduction

EndNote X3 (13.0.0.) (Desktop)

  • Creates bibliographies
  • Manages bibliographies
  • Can be used to share bibliographies
  • Free access to EndNote Web UCSB Only
  • Can be used with MSWord, Apple Pages 09 and Writer to generate notes as you write: “Cite While You Write”

This guide is designed to help the UCSB community use Endnote.  It offers detailed instructions for using Endnote in conjunction with UCSB resources.  This is not an introduction or an all encompassing how-to guide.  For this information please see the “Getting Started Guide” and "Help" material Endnote publishes.

There are three main ways to add entries, called “references” to your library: New Reference (Manual Entry of a Reference); Online Search (books and Web of Science only); and Import Filters.  Each of these methods gathers data from different kinds of places, like library catalogs and article databases.  To learn how to use each of these diffe
rent methods see their individual headings under Collecting References section.

intro diagram

In addition to its ability to store references, the information in Endnote can be exported to help you create bibliographies, shared folders, and in-text citations with Microsoft Word.  See the Exporting Information section.

Finally, your desktop library can be synchronized with an online account.  This will be the final section.

Before You Begin:
Make su
re your software is up-to-date. 

How to Update:

  1. Under Help menu, select Endnote Program Updates.
  2. Click Next, and follow the instructions. 

This guide was written using EndNote X3 and Windows XP and Vista.  If you are using a Mac and having trouble please see EndNote Manual.

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