the EndNote Guide

the EndNote Guide
University Library
March 2015
Bibliographic Software:
Installing the Software on a Student
1) Click on All Programs
2) Click on the EndNote X7 folder
3) Click on EndNote X7 Program
Creating an EndNote Library
The first thing you need to do in EndNote is
to create your own library for storing and
sorting your references in
2) Go to File, New and give the database a
name and save as an EndNote Library
(*.enl) file in your own file space
3) You now have a library ready to save or
import references into.
4) Each author has to be entered on a
separate line for the software to recognise
that they are separate authors.
5) Close the reference to save it.
Editing a Reference
Double click on the reference, make your changes
and close the reference.
Sorting Records
Entering a Reference Manually
One way of adding references to the
database is by manually typing them in.
When entering data manually remember
not to italicize, underline or format your
text in any way as the software will do that
for you when you create a bibliography.
2) Go to References, New Reference and
choose the type of reference you are adding
e.g. journal article or book. Type the
reference information in the appropriate
3) Author names should be entered
as surname, initial or first name (e.g. Lock, S
or Lock, Selina).
Go to Tools, Sort Library and Choose the fields that
you wish to use to sort the references.
Customising the Library Window
Go to Edit, Preferences and click on Display Fields.
Then choose the fields you wish to be displayed.
Importing from PDFs
Click on File - Import - File.
Choose the PDF you want to import.
Under Import Option choose PDF.
Press Import.
Edit the reference to add any missing
Importing References from databases
subscribed to by the University of
Here are some examples of databases you can
import from. To import from a database it needs to
be one that the University subscribes to and you
need to follow the instructions below:
AEI, ASSIA, BEI,British Periodicals Online,
ERIC, GeoRef, Guardian/Observer Archive,
PILOTS, Social Services Abstracts &
Sociological Abstracts (Proquest)
Perform your search and tick the records that you
want to export. Click Save - Choose RIS (works with
EndNote). Click continue. EndNote will open in a
new window and the records will be imported.
Art Full Text, Business Source Premier,
EconLit, America: History & Life, Historical
Abstracts, PsycINFO & Regional Business
News (EBSCO)
Conduct your search. Click on Add to folder. Click on
Folder to display references in the folder. Select All
and click on the Export icon. The export choice
defaults to Direct Export in RIS Format (EndNote).
Click on Save. A dialogue box will appear. Select
Open and choose your EndNote library. Click on
Open and the article details will be imported into
the EndNote Library of your choice.
Expanded Academic ASAP
Mark the records which you wish to download. Click
on Marked Items at the top of the screen. Click on
the Citation Tools Symbol and by ‘Export to third
party software’ choose EndNote. Click on Export. A
dialogue box will appear. Select Open and choose
your EndNote library. Click on Open and the article
details will be imported into the EndNote Library of
your choice. You may need to edit records after
Google Scholar
Go to Google Scholar and click on the Settings
option at the top right hand corner of the page.
Scroll down to the bibliographic manager section.
Under "show links to import into" choose EndNote.
Click on Save.
Conduct your search in Google Scholar. The results
will now include a link called "Import to EndNote".
Click on this link and choose Open the file. If a
security/error message appears then choose Allow
The reference will be imported into EndNote. Make
any changes that are needed and save the
ISI Web of Science (WoS) and BIOSIS via Web
of Knowledge
Complete your searches within WoS and tick the
records that are of interest to you. At the top of the
page click on the Save to EndNote Desktop. A
dialogue box will appear. Click on Open and the
article details will be imported into the EndNote
Library of your choice.
Library All Search
Select the items you wish to export by clicking on
the star next to the title. Click 'My Favourites' at the
top of the screen. Tick the boxes next to the items
you wish to export and click on the drop-down
menu titled 'Select how to save'. Choose 'Push to
Export RIS' and click Go.
The items will then be imported into EndNote.
*Some records are being incorrectly formatted
when imported into EndNote. Please check the
references, particularly the place of publication,
after importing.
Medline (Ovid Online - University)
Tick the articles of interest and click Export. Choose
Export to EndNote and click Export Citation. Select
your EndNote Library and click Open.
PubMed (National Library of Medicine)
Complete your searches within PubMed and mark
the records of interest to you. Then Either click
Send To, and select Citation Manager. On campus
EndNote will start automatically. Or: click Send to,
and select File. Change Format to Medline. Click
Create File and Save the text (*txt) file. In either
case, open EndNote, go to File, Import and choose
the text file you have just saved. Under Import
Option, choose the PubMed (NLM) filter (you may
need to select Other Filters to do this). Click on
Import. Note that accents, for example, the é in
Béroud or the ä in Lehväslaiho are not imported
into EndNote. If you wish them to appear in
EndNote you will need to edit the record in
EndNote. You can use Word to produce the
accented letters and then copy and paste them into
EndNote, or use Windows Character Map.
EndNote deals with this by using term lists, the
journal term list allows you to store the titles of all
the journals which appear in your EndNote library
and up to three different abbreviations for each of
those titles.
WorldCat (OCLC)
Direct Import: Complete your searches and mark
the records that are of interest to you. Go into the
Marked Records option and click on Export. Choose
EndNote and click on Export. Save the file. Go to
EndNote - File - Import and choose the file you have
just saved. Under Import option, choose Other
Filters - WorldCat (OCLC) and click Import. The
records may need editing after importing.
EndNote includes some standard journal term lists,
which can be imported:
For a full list of import instructions for databases
subscribed to by the University see:
Importing from the Library Catalogue
1) Click the Online Search Mode (globe icon) as
2) On the list of resources click on More...
3) Choose U Leicester.
4) Type your search terms in the search boxes
on the EndNote screen.
5) The number of search results will appear.
6) Decide how many results to display.
7) Your search results will appear.
8) Highlight the search results you wish to
9) Click on the Copy to Local Library icon on
the toolbar, or go to Reference - Copy
References to.
10) The highlighted references will now appear
in your EndNote library when you click on
Local Library Mode (books icon).
1) Open your EndNote library
2) Click on the Tools option from the menu bar
3) Choose Open Term Lists > Journals Term List
4) Delete all existing terms from the list (you
can click and drag to highlight all terms, and
then click Delete Term)
5) Click on Import List.
6) EndNote will open a folder of Terms Lists to
choose from.
7) Select the term list you wish to import and
click the Open button.
Creating Bibliographies
Cite While You Write
Insert Citations
1) Open Word and your EndNote Library.
2) Place the cursor where you want to insert a
citation in Word - Click the EndNote tab.
3) Click Insert Citation - Insert Citation.
4) Enter a search term (.e.g author name or
5) Highlight the reference/s you want to
6) Click insert.
Journal Term Lists
If you wish to insert more than one citation, hold
down the Ctrl key while clicking with your mouse, to
highlight all the citations you want.
Depending on what citation style or system you are
using, you may require your references to state the
full title of a journal or a recognised abbreviation.
Create a Bibliography
Once you have finished inserting all your citations:
1) In Word go to the EndNote tab.
2) Choose the EndNote style you want from
the drop down menu.
3) Click Update Citations and Bibliography.
Inserting Citations in Footnotes
1) Create the footnote.
2) Place the cursor in the footnote.
3) Follow the instructions above.
Editing Citations: Adding Page Numbers
1) Click on the Update Citations and
Bibliography in the EndNote tab in Word.
2) Click on the citation you wish to edit.
3) Go to the EndNote tab in Word.
4) Click on Edit & Manage Citation(s).
5) Make the changes to the citation that you
require e.g. Add a page number
6) Click on OK.
7) Click on Update Citations and Bibliography
again to see the changes.
If adding the page number in the page number field
does not work, use the suffix field.
Editing Citations: Excluding the Author or Year
1) Right-click on the citation.
2) Choose Edit Citation.
3) Click Exclude Author or Exclude Year.
Creating Independent Bibliographies
1) Open your EndNote library.
2) Highlight the citations you want to include
in the bibliography by clicking on the
relevant references in EndNote while
holding down the control key.
3) Select the citation style from the Style drop
down list.
4) Go to Edit.
5) Select Copy Formatted.
6) Open Word.
7) Go to Edit - Paste.
8) The references will then be pasted straight
into your Word document.
Subject Bibliographies
1) Open your EndNote Library.
2) Go to Tools - Subject Bibliography
3) Choose the field of interest e.g. author or
4) Click OK.
5) Select the term of interest.
6) Click OK.
7) EndNote will display a preview of the
8) Select the appropriate style from the Style
drop down list.
9) To print, click the Print button.
10) To save, click the Save button.
The Traveling Library
A Traveling Library ("traveling" is spelt in the
American way, with one "l") is basically a library of
the references in a particular document. If you are
sent such a document containing references
inserted with EndNote, you can import the
document's Traveling Library into your own
There are two ways to do this:
1) Open the document in Word.
a. In Word, on the EndNote
tab, click Export to EndNote >
Export Travelling Library.
b. EndNote recommend choosing
a new EndNote library as the
destination for the references,
so that they can be reviewed
before being added to your
existing libraries.
2) Alternatively, open the Word document
and an EndNote library.
a. In EndNote, go to Tools . Cite
While You Write > Import
Travelling Library.
Note that when you use the Export/Import
Travelling Library commands, the exported
references are renumbered and do not retain their
original reference numbers.
Further Help
Individual or group training sessions can be
organised by contacting
If you require further help with bibliographic
software then please contact the above.
University Library website for EndNote:
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