EndNote

Tutorial Handout

Table of Contents
What is EndNote? ............................................................................................................................................................. 2
Getting Started.................................................................................................................................................................. 2
Create a New Library......................................................................................................................................................... 2
EndNote Interface ............................................................................................................................................................. 3
Set the Reference Style ................................................................................................................................................. 4
Adding References to Your Library ................................................................................................................................... 6
1. Enter References Manually ................................................................................................................................... 6
2. Importing/Exporting.............................................................................................................................................. 7
Library Search............................................................................................................................................................ 7
Google Scholar .......................................................................................................................................................... 9
Organising Your References ............................................................................................................................................ 10
Groups ......................................................................................................................................................................... 10
Creating Groups ...................................................................................................................................................... 10
Creating a new Group Set ....................................................................................................................................... 10
Adding references to Group.................................................................................................................................... 10
Working with Endnote and Word ................................................................................................................................... 11
Insert Citation ............................................................................................................................................................. 11
By Searching ............................................................................................................................................................ 11
Insert Selected ........................................................................................................................................................ 12
Edit and Manage Citations .......................................................................................................................................... 12
.................................................................................................................................................................................... 12
Edit Bibliography ......................................................................................................................................................... 12
Format ..................................................................................................................................................................... 12
Disconnect from EndNote ............................................................................................................................................... 13
Exporting a Plain Text Reference List/Bibliography into Word............................................................................... 13
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What is EndNote?
EndNote is a bibliographic management program designed to import, store and organise your references. The
program can automatically create and format bibliographies and in-text citations in many different referencing
styles.

An EndNote library may be equated to a file or folder containing the references you have found. A library can
contain up to 100,000 references. It is possible to create several libraries, but it is strongly recommended that you
work with one library only for a particular assignment or your thesis. If you want to store your references separately
for each section/chapter, use the Groups feature.

For a more comprehensive guide, please go to http://www.waikato.ac.nz/library/study/guides/endnote

Getting Started
The University of Waikato has a site licence that allows students to install EndNote on home computers for free. To
download to your personal computer go to http://digital.liby.waikato.ac.nz/endnote/install/

EndNote is installed on the majority of University computers; if EndNote is not installed on a computer you are using,
please contact the computer support person for your department/faculty. University computers are updated with
the latest filter, connection files and Styles required for correct and current referencing. If you are not using a
university computer please ensure that you visit http://digital.liby.waikato.ac.nz/endnote/

Create a New Library

 Go to Start Programs EndNote.
 Click on Create a New Library. NB: There are a number of
 The first time you start EndNote after installation a screen appears options for accessing your
showing the features of Endnote, close it. library from multiple
 Go to File New. computers, including
synching with EndnoteWeb
and storing it on a USB. Talk
to your subject librarian for
your best option

NB: You can open, close and save a Library

from the file menu.

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EndNote Interface

a b c 2 3 4 5 6 7 8 9 10 11 12 13 14 15
1

1. Search/connectivity mode (local library, online search or integrated mode)

a. Local library
b. Online search
c. Integrated
2. Set the reference style
3. New reference (Add a new reference to the selected group)
4. Online Search (Connect to a database)
5. Import references from a file
6. Export references from Endnote
7. Find full text (Search the Web for full text documents for the selected references)
8. Open link (Open default browser and access the first URL defined in the reference)
9. Open file (Open the first file attachment in the reference with the appropriate program)
10. Insert citation (Into your Word document)
11. Format bibliography (In Word)
12. Go to Word
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13. Sync (Synchronize your desktop and online Endnote library)

14. Share your library
15. Help

Set the Reference Style

 Click on the referencing style (2).
 From the drop down menu select your desired style. If it does not appear on the list, click ‘Select Another
Style’.

Select Another Style: Select your desired style

from this list, which is in alphabetical order.

Note: University of Waikato specific styles can

be accessed from
http://digital.liby.waikato.ac.nz/endnote/

 If the style you need is not on that list, you will need to download the style from the UoW Endnote Support
page.
 You will need to transfer the file from Downloads into the appropriate folder.
 If you can’t find, the style, filter or connection file you were looking for:

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o In Endnote, go to Edit  Preferences  Folder Locations and check that the correct folder is
selected.

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Adding References to Your Library

References can be added to a library by way of:
1. Entering References Manually
2. Importing/Exporting Reference Information from a Database

1. Enter References Manually

 From the Reference Menu, select New Reference or click the New Reference Button (3) on the toolbar.
 Use the drop- down menu to select a template for (e.g. a book, journal article, etc.).
 Type the reference data into all the relevant fields.

NB: By highlighting text and clicking this

button, you can quickly change the
capitalisation as your style requires

 Author names:

 Type the surname, then a comma, then a space, and then the first name(s) with no full stop

 Type the surname, then a comma, then a space, then the initials separated by a space

 For a Corporate author, type the full name followed by a comma

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NB: The comma after a name
tells EndNote that it needs to
remain as entered.
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 Only type one author’s name per line; press Enter for a new line

 Capitalise as per the requirements of your referencing style. You can change capitalisation by selecting the
text then clicking the button shown in the image above.
 Omit punctuation from the end of any entry (other than for the author/s) as EndNote formats the
references.
 Use the TAB key to move to the next field.
 You do not need to type ‘vol.’, ‘p.’, ‘pp.’ in the Volume and the Pages fields.
 Close the New Reference window using the small x at the upper left.
 Select Save.

2. Importing/Exporting
For detailed instructions on importing and exporting data from Databases please refer to the Exporting/Importing to
Endnote from Journal Databases handout. Two examples are shown here using Google Chrome with Library Search
and Google Scholar. Results may vary depending on Browser, Operating System and Database. Broadly speaking,
look for such buttons saying export or download citation, or similar.

Library Search

1. To export a source/s from your results click the ‘save this item’ button. Items are then sent to a ‘saved
items’ folder.

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2. From the ‘Export As’ drop down menu, select EndNote. Items are then saved in the Downloads folder. Open
the file from Downloads by clicking on the icon.

3. If you are prompted to choose a program to open the file with, select EndNote.

4. If you are prompted to select a Reference Library, locate and select your chosen Library.

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Google Scholar

NB: While in settings under the

Search Results Tab make sure
EndNote has been selected from the
dropdown menu under the
Bibliography Manager Heading.

1. To export a source from your results click Import into EndNote. Items are then saved in the Downloads
folder.

1. Open the file from the Downloads bar by clicking on the icon.
2. If you are prompted to choose an application to open the file with, select EndNote.
3. If you are prompted to select a Reference Library locate and select your chosen Library.

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Organising Your References

Groups

Creating Groups
 References can be added to more than one group.
 References can be deleted from a group but will remain available in All References.
 References deleted from All References will also be deleted from the other groups.

Creating a new Group Set

 Go to Groups menu  Create Group Set, or right click in the Groups pane; select Create Group Set, and
name the new group set that now appears.

Adding references to Group

 Select the reference, go to the Groups menu  select Add Reference To and chose the group,
 Or right click the reference, select  Add References To and choose the group,
 Or drag and drop the references to a group.

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Working with Endnote and Word

Once you have installed Endnote, there will be a new Endnote tab in Word. Ensure that you select the correct style.
If you cannot see the style you need click Select Another Style.

Insert Citation

By Searching
1. Click the magnifying glass icon.
2. Search for the citation that you need, either by title or author.
3. Click the citation that you want and click Insert.

NB: By clicking the

dropdown arrow
below to Insert
Citation, you can get
more options to
adjust how the in text
citation appears.

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Insert Selected
1. First select the citation/s from your EndNote Library.
NB: By holding down the
2. In word click Insert Citation on the EndNote toolbar and from
ctrl key and clicking with
the drop down menu select Insert Selected Citation(s).
the mouse you can
select multiple sources.

Edit and Manage Citations

1. On the EndNote toolbar in Word click on Edit and Manage Citation(s). This will bring up a list of all your
citations in your document.
2. You can add information to your in text citations e.g. page numbers, or prefix information like ‘as cited in’.

NB: If you need to remove

an in text citation, then
you must remove by
clicking the downward
arrow next to the citation
in the list and click
‘Remove Citation’.

Edit Bibliography

Format
1. On the Endnote toolbar, in the Bibliography group, click the small arrow in the bottom right hand corner
(pictured below).
2. Select Layout.
3. This is where you can customise your bibliography.

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Disconnect from EndNote

There may be times when you need to break the link between your Word document and the EndNote software for
e.g. if you need to send a chapter of your thesis to your supervisor who does not have Endnote.

1. Click on Convert Citations and Bibliography on the EndNote toolbar.

2. Click Convert to plain text.
3. You will be prompted to resave the document. Ensure you keep a connected copy at all times.

Exporting a Plain Text Reference List/Bibliography into Word

There may be times when you are asked to provide a formatted list of your references that is not connected to your
EndNote Library.

1. Select the citations from your EndNote Library. NB: Although the list will
2. From the Edit drop down menu click on Copy Formatted. appear in your chosen
3. You can now paste (Ctrl + V) these into a Word document. style, it is not connected
to your EndNote Library.

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