create annotated bibliography endnote

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A Comprehensive Guide to Using EndNote for Managing References

In the academic and research world, references are an integral part of any scholarly work. Whether you are writing a thesis, dissertation, or research paper, organizing and managing your references can be a daunting task. This is where EndNote comes to the rescue. EndNote is a powerful reference management software that allows you to collect, organize, and cite references with ease. In this comprehensive guide, we will delve into the various features and functionalities of EndNote and provide you with tips on how to effectively use it for managing your references.

Introduction to EndNote

EndNote is a reference management software developed by Clarivate Analytics. It is widely used by researchers, academics, and students to streamline the process of organizing and citing references in their scholarly work. With EndNote, you can create a personal library of references from various sources such as online databases, library catalogs, and PDFs.

Once you have imported your references into EndNote, you can easily organize them into groups or folders based on different projects or topics. The software also allows you to add notes and annotations to your references for better comprehension and analysis. Additionally, EndNote offers seamless integration with popular word processing software like Microsoft Word and Google Docs, enabling you to insert citations and generate bibliographies in multiple citation styles effortlessly.

Getting Started with EndNote

To begin using EndNote for managing your references, the first step is to download and install the software on your computer. Once installed, you can create a new library within EndNote where all your references will be stored.

EndNote provides several options for importing references into your library. You can manually enter the details of each reference or import them from online databases using search tools provided by EndNote. The software also allows direct importation from PDFs or text files.

Once your references are imported into the library, it’s crucial to organize them effectively. EndNote provides various features to help you create groups, assign keywords, and add custom fields to your references. These organizational tools will make it easier for you to locate specific references when needed.

Citing and Writing with EndNote

One of the most significant advantages of using EndNote is its ability to seamlessly integrate with word processing software. With the help of EndNote plugins or add-ons, you can cite references and generate bibliographies directly within your document.

To cite a reference using EndNote, simply place your cursor at the desired location in your document, click on the “Insert Citation” button in the toolbar, and search for the reference you want to cite. Once selected, EndNote will automatically insert an in-text citation and add it to your bibliography.

EndNote allows you to choose from a wide range of citation styles such as APA, MLA, Chicago, and more. You can easily switch between different citation styles without having to manually format your citations every time.

Collaboration and Sharing

EndNote offers several features that facilitate collaboration and sharing among researchers. You can share your entire library or specific groups with colleagues or team members working on the same project. This enables seamless collaboration on research papers or collaborative writing projects.

EndNote also allows you to create shared libraries where multiple users can access and edit references simultaneously. This feature is particularly useful for research teams or academic departments working on joint projects.

In addition to collaboration features, EndNote provides options for syncing your library across multiple devices. By syncing your library through EndNote’s cloud storage service or third-party cloud providers like Dropbox, you can access your references from anywhere at any time.

EndNote is a powerful tool that simplifies the process of managing references in academic and research work. With its robust features for organizing references, seamless integration with word processing software, collaboration capabilities, and cloud syncing options, EndNote is an indispensable companion for any researcher or student. By mastering the functionalities of EndNote outlined in this comprehensive guide, you can save time and effort when it comes to organizing and citing references, allowing you to focus on the core aspects of your scholarly work.

This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.

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Creating an Annotated Bibliography

1. Select the citation you want to annotote.

    Double click the citation to open and edit. 

2. Scroll down the page to find the Research Notes field.

3. Type your notes (annotations) into the Research Notes field.

    Click the bottom "X" to close the citation and return to the main EndNote library window.

4. EndNote will ask you if you want to save your changes.

    Click yes to save your changes. (Clicking NO will erase all of the changes you have made.)

5. Now that you have entered all the research notes you want, you need to select the citations you want to include in the bibliography.

6. Click File, then Export to begin the process.

7. Select your Save Location.

    Name your file.

    Set the file type to Rich Text Format (.rft) to preserve the formatting.

    Select the correct (annotated) output style.

    Click Save to complete the process.

8. There should be a new Word icon in your save location.

    Double click to open the document.

9. The Word document should have all of your citations with the appropriate annotations listed.

    You can change the format of this document since it is now a separate Word document.

    These changes will not affect the citations in your EndNote database.

    If you need to make a change in the EndNote citation you will need to o back to EndNote to make the changes there. 

• Last Updated: Oct 18, 2023 11:47 AM
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Annotated Bibliographies

You can create and save annotations in the Research Notes field of the reference.

1. In your EndNote Web account, click the title of the reference you wish to annotate.

2. Click Show Empty Fields which is located in the top right of the screen.

3. Scroll down to Research Notes:

4. Click in the field to begin typing your annotation.

5. Click the Save button. (EndNote Web periodically saves for you.)

6. Below the Format Tab, select Bibliography.

8. Select that Annotated format as your preferred Bibliographic Style. Select the choices you want from the other drop-down menus, and Save. 

View a brief Video Tutorial that will show you these steps. There is no audio. If you would like a larger video image, click here .  (EL -- saved anywhere else? links broken)

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Overview of Editing an Output Style

The box below shows an example of how to edit an output style (i.e., a citation style) to include an annotation for purposes of creating an annotated bibliography. It is recommended to have a basic understanding of how to edit an output style before proceeding, so refer to the link below on editing an output style. It will make the process of creating an annotated bibliography easier!

• EndNote: Editing Output Styles

Changing the Layout to Add an Annotation to the MLA Output Style

By modifying an established output style (i.e., the citation style), you can display additional parts of the record to create an annotated bibliography. The easiest way to do this is to create a modified version of the output style, which includes the field in which you write the annotation. For this example, we will use MLA.

Before you begin this project, you must decide which EndNote field you will use to store your annotations. For this example, I used the Research Notes field. 

Make sure that MLA is the current output format [it should be displayed in the output window].

• Open the Style Manager by selecting Tools --> Output Style --> Open Style Manager . 
• Select MLA 8th  then click Edit.
• After the style window opens, select  Layout  [listed under Bibliography]
• Click in the text box below the End each reference with section , and select click on the Insert Field  button
• Select End of Paragraph [which will begin the annotation on a new line]
• Place the cursor under the ¶ symbol
• Select the "Insert Field" button and select Tab
• Type in "Research Notes" [or the name of the field that you are using to hold your annotation]
• NOTE: Save the output style under a new name by going to File --> Save As and naming something like MLA 8th Annotated. This is so you do not amend the standard MLA 8th output style.

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• Last Updated: Oct 20, 2023 3:27 PM
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Annotated Bibliography: Using EndNote

• What is an Annotated Bibliography?
• Writing Annotations
• Annotation Styles
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• Using EndNote

Using the APA 7th annotated bibliography style with EndNote

EndNote is the recommended citation management program for UON academics and HDR students. The APA 7th Annotated style provided by EndNote can be used to create an annotated bibliography in the following steps:  

• Make sure you have saved your annotations in the Research Notes field for each citation
• From the Styles drop down menu, select APA 7th-Annotated . If it is not listed, click Select Another Style to open the EndNote Styles window. Double click the APA 7th-Annotated, it should be now the default on the Styles drop down menu. 
• Select the references you want to include in your annotated bibliography: press Ctrl + A to select all references or Ctrl + click to select the individual ones.
• From the Edit menu, select Copy Formatted
• Open Word, right click and select Keep Source Formatting to paste

The annotated bibliography will be created for you in the style of APA 7th. 

If you need help with using EndNote, please refer to the Library's EndNote Guide .

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• Last Updated: Feb 7, 2023 11:00 AM
• URL: https://libguides.newcastle.edu.au/Annotated-Bib

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Answered By: Anne Archer Last Updated: Jun 29, 2023     Views: 583

If you've been asked to create an annotated bibliography, you can use EndNote to insert a full reference list into a Word document without the in-text citations. The instructions to do so are as follows:

• In EndNote, first ensure you have the correct referencing style selected at the top of the screen.
• Now highlight the references you wish to appear in your bibliography (use the Control and/or Shift keys to highlight multiple references).
• Right-click on the highlighted area and select 'Copy Formatted'. Open a blank Word document and paste the references into it.

Now simply type in your annotations between the references as necessary.

You can also drag the references into a Word document using your mouse and selecting the Ctrl key at the same time.

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EndNote 20: Create a Bibliography

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Exporting References

If you just want to quickly generate a bibliography from your references, follow the advice on this page.

If you want to automate your in-text citations AND references as you write, move on to the next page in this guide to learn about Cite While You Write.

To export a formatted bibliography, first highlight the group of references you want included. Then click File-->Export or choose the button at the top of the library for "export."

You will then need to tell EndNote which file type you want to create and which output style to use. Your choice for file types are:

.TXT - This is a simple text file which will not retain all of the formatting.

.RTF - This file extension retains formatting and works with Word and most other word processors.

HTML - This will open the file in a web browser window.

XML - This exports the xml code for your bibliography.

When I find the file and open it with Microsoft Word, I see my references formatted in the style I chose:

You can still edit your references in Word if you notice any mistakes or omissions.

Output Styles

If you don't see the citation style you want listed, you can go back and add more to your favorites. You can download around 6,000 more output styles from the EndNote website's style page , including modified styles for specific journal titles.

There you can search for a specific style or learn how to download and install the entire package.

Annotated Bibliographies

You can also use EndNote to quickly generate a formatted annotated bibliography.

To do so, edit each reference and write your annotation under the "Research Notes" field. Be sure to tell EndNote to save your changes when you navigate to the next reference.

When you export your bibliography, change the output style to one which includes annotations. For example, instead of "APA 6th" choose "APA 6th - Annotated" and the bibliography will automatically include your annotations in your exported document.

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Create a Stand-alone Bibliography in EndNote Web

Use this method to create a bibliography of all the sources you have in one group.

• In EndNote Web, add all the citations to include to the same group.
• Go to  Format  =>  Bibliography .
• Set  References  to the group you want.
• Set  Bibliographic Style  to the style you want
• HTML will create the bibliography in a browser.
• TXT will create it in a text file.
• RTF will create it in a .rtf file, which is the non-propietary version of MS Word.  This file will open in Word.
• Click  Save  to save the file to your computer, or  Preview & Print  to open a temporary version.

Create an Annotated Bibliography in EndNote Web

Use this method to create an annotated bibliography of sources from a particular group. Annotations should be added to the  Research Notes  field.

• Click on the title of a citation in EndNote Web to bring up the Edit Citation page
• Make sure empty fields are showing by clicking  Show Empty Fields  on the top right
• Research Notes  is at the very bottom of the page
• Add all the citations for your bibliography to the same group.

• Choose the group you want to use for your bibliography under  References
• Set the  Bibliographic style  as  Chicago 17th Notes and Bibliography Annotated ,  APA 6th Annotated , or MLA Annotated .
• Set the  File Format  as  RTF (rich text file) - RTF will preserve the page formatting
• Click  Save
• This will open in a Word document on PCs or in Papers on Macs. If on a Mac, open this file through MS Word, then follow the next step.

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Annotated Bibliography

To Create an APA Annotated Bibliography within EndNote Basic/Web/Online

Be sure to have placed your annotation in the "Research Notes" for each citation.

1.  In the EndNote grey ribbon hover over Format.

2.  Below format, click on Bibliography

3. From the References drop down menu, select the folder of references you want to be in your annotated bibliography

4.  Bibliographic style drop down select APA 6th -- annotated.

5.  File Format choose; RTF

6. Click Save

7.  This will create a Word document file of your references in APA 6th annotated format, with a filename of exportlist.rtf

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EndNote Specialist

Creating Annotated Bibliographies in EndNote

EndNote can be used create a list properly formatted citations without the Cite While You Write feature, this is useful for creating annotated bibliographies.

Check to be sure that the correct  Style  is chosen in the EndNote toolbar (i.e. APA, MLA, AMA, etc.)

Using  Ctrl  ( Cmnd  for Mac users) select all of the references in your library that you want to include

Right-click  ( Ctrl+click  for Mac users) -OR- from the toolbar select  Edit  then

Click  Copy Formattted

** There is also a keyboard shortcut for this ( Ctrl+K  for PC,  Cmnd+K  for Mac)

Open a new  Word  document

Right-click  ( Cmnd+click  for Mac) -OR- from the toolbar, select  Edit

Select  Paste

** There is also a keyboard shortcut for this ( Ctrl+V  for PC,  Cmnd+V  for Mac)

Now you can save/submit the bibliography or enter space between the citations for notes

*** This method only copies and pastes text. Any changes made to these citations in Word will not sync with EndNote (and vice-versa) as they do when using Cite While You Write ***

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