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Putting Faith to Work (PE018): An introduction to EndNote

This topic provides instruction in preparing an Annotated Bibliography.

An introduction to EndNote

EndNote is a bibliographical tool which allows you to collect reference details, edit them and then use them to add citations to your document as you write it. You can also store PDFs of full-text articles and annotate them with highlights and sticky notes. Here are a couple of introductory videos if you want to start using EndNote. 

Note: EndNote functions quite distinctly on PCs and Macs. Be aware of this and use training videos appropriately.

Some practical tips:

  1. What is the most important thing to ensure that you get good results with EndNote?

Make sure you enter the data correctly. Here are some points that can cause uncertainty. 

  • ​Author's names: Give each author's name exactly as it appears on the title page. If the name includes more than one inital, use spaces between them. 
  • Book Title: List complete book titles and subtitles. Italicise both, and separate the title from the subtitle with a colon. If there are 2 subtitles, use a colon before the first and a semicolon before the second. 
  • Book Title: Capitalise most titles and subtitles headline style; i.e. capitalise the first letter of the first and last words of the title and subtitle and all major words. Preserve the spelling, hyphenation and punctuation of the title, with 2 exceptions:

​i. change words in full capitals (except for initialisms or acronyms) to upper and lower case

ii. Change "&" to "and"

2. It is helpful to set up sub-groups for different subjects, and sometimes even for different assignments within each subject. 

3. You may find it useful to use the "Notes"record in EndNote to record your summaries AND evaluation in your annotated bibliographies. This is a good practice to develop if you progress to higher research in the future. For full details on using EndNote see:                                                                                                                    

  • The Library LibGuide http://morlingcollege.libguides.com/chicagoreferencing
  • University of Chicago Press. The Chicago Manual of Style. Chicago, Ill.: University of Chicago Press, 2017.
  • The Chicago Manual of Style Online. The University of Chicago. Accessed 2 March, 2021 http://www.chicagomanualofstyle.org/home.html.
  • Turabian, Kate L. A Manual for Writers of Research Papers, Theses and Dissertations. 6th ed. Edited by John Grossman and Alice Bennett. Chicago, Ill.: University of Chicago Press, 1996. (Note: This is a very helpful source BUT the library's edition is very dated which will be significant regarding electronic sources.)                                                                                                                                

An introduction to EndNote: Using Windows

An introduction to EndNote: Using MacOS

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