EndNote X5 Basics Guide

Prepared by

Rasha Al Halawanie

 

1. Set up EndNote Web

• The first time you open EndNote X5, you will see an EndNote Web option box.
• EndNote Web is a web based version of EndNote that you can access from any Internet computer.
• Simply click Finish.

 

2. Create a new Library:

• Go to File> New.
• In the next window, enter a File name:
• Select location (use desktop for this training) in the Save in: box at the top.
• Click

 

4. Set Display Fields

• Go to the Edit menu and select Preferences
• Select Display Fields from the left menu
• Choose the field displayed from the pull down list for up to 8 columns displayed. You may also select [Do not display] to exclude a column.
• You may also change the heading name for the column. The default is the Generic name for the field selected.
• Click
• Click

 

5. Output Styles

• Output styles are used to create bibliographies or format Word documents. Currently there are over 5000 Output styles available. Only 400+ Styles are downloaded with EndNote.
• You can browse the downloaded Styles:
• Go to Edit > Output Styles > Open Style Manager…
• If you would like to download additional Styles, then go to: http://endnote.com/downloads/styles

 

6. References

• Go to References>NEW reference or ,
• Go to Google Scholar>choose the article /book…>click on the cite button > click the Endnote button>import the file.

 

7. Edit References

• If you want to edit the reference type or data Go to Edit reference>reference type or size or font or data

 

8. Group

• Go to Group>create Group>New Group> Rename Group.

 

 

Important Links

 

• http://endnote.com/
• EndNote X5 Basics Guide (Win)
• A Beginner's Guide to EndNote X5 for PC
• Version X5 for Windows