Reference Management with
G. Pinnen, University Library
Reference Management with EndNote | G. Pinnen | University Library
Program
Starting with EndNote
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Creating a New Library
Adding References to Your Library
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Manually Adding References
Attaching Files and Figures
Display Modes
Online Search
Direct Export
PDF Import
Reference Management with EndNote | G. Pinnen | University Library
Organizing Your References
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Find Full Text
Find Reference Updates
Organizing a Library with Groups
Creating Bibliographies
EndNote and Microsoft Word
 Cite-While-You-Write
 Output Styles
Starting with EndNote: Creating a New Library
Name your Library
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Reference Management with EndNote | G. Pinnen | University Library
Starting with EndNote: Manually Adding References
Select a Reference Type
Author names must
be entered on
seperate lines
 Select a reference type
 Fill in the fields
 Close the window
 Closing a window will save all
your entries.
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Reference Management with EndNote | G. Pinnen | University Library
Do not use
punctuation. The
output style decides
the punctuation.
Starting with EndNote: Manually Adding References
Entering author names
1. Any text preceding the comma is the author´s last name
Smith, John
Institute of Biochemistry,
Ministry of Health,, Sanitation and Social Welfare
2. Any text behind the last blank is the author`s last name
John Smith
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Reference Management with EndNote | G. Pinnen | University Library
Starting with EndNote: Attaching Files and Figures
1. Highlight a reference
2. On the Menu bar click on References
then select File Attachments (or Figure)
 Attach File (or Figure)
3. Alternative: Copy & Paste file (or figure)
attachments in the field File attachments
(or Figure) of your reference
When the file (or figure) has been
successfully attached, a paperclip
(file) or a hook (figure) will appear to
the left of the author.
Figure.
File
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Reference Management with EndNote | G. Pinnen | University Library
Starting with EndNote: Attaching Files and Figures
45 file attachments per reference are possible
Only 1 figure attachment per reference is possible
Name the figure in the Caption field.
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Reference Management with EndNote | G. Pinnen | University Library
Adding References to Your Library: Display Modes
Integrated Library & Online Search Mode
All groups and commands are available. Downloaded references are saved
directly to your open library
Local Library Mode
The Online Search groups are not available.
Online Search Mode
Only the online search groups are available. When you download references
from an online database, the references are stored in a temporary library until
you save them to a permanent library. You can then review the references
without affecting your local library.
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Reference Management with EndNote | G. Pinnen | University Library
Adding References to Your Library: Online Search
With the Online Search command, you can search online bibliographic
databases directly from within EndNote.
1. From the EndNote toolbar select Online Search Mode
2. Select Tools  Online Search
3. Select a database from the list.
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Adding References to Your Library: Online Search
Selected
database
If there are too many results,
cancel them and refine your
search or reduce the number of
results manually
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Reference Management with EndNote | G. Pinnen | University Library
Adding References to Your Library: Online Search
Copy to local
library
1. EndNote downloads
the results to an
temporary group.
2. Review the results and
highlight the ones you
want to keep
3. Select Copy to Local
Library to save the
results
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Adding References to Your Library: Direct Export
Most databases provide direct export of references to EndNote. If
EndNote is not explicitly mentioned in the export options, choose RIS
format for exporting.
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Adding References to Your Library: PDF Import
Setting PDF Handling Preferences
1. Go to the edit menu and then select
Preferences
2. Select the PDF Handling option
3. Select how you want to rename Pdf
documents when EndNote imports
them into a library. The default value
is don’t rename
4. Enable automatic importing check
box to enable automatic importing of
your Pdfs into a library.
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Reference Management with EndNote | G. Pinnen | University Library
Adding References to Your Library: PDF Import
Import PDF files or folders to create new references.
Documents must have been created as a PDF and contain a Digital Object
Identifier (DOI) for this feature to work. This function will not work with scanned PDF
documents. Documents without DOI will display as an attachment and you will need
to add the correct citation details manually
From the toolbar choose
File  Import  File/Folder
Import Option  PDF
Choose how to deal with duplicates
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Organizing Your References: Find Full Text
EndNote locates full text files on the Web by using data stored in your
references. Once found, EndNote downloads and attaches the files to the
references.
Setting Find Full Text Handling
Preferences
1. Go to the edit menu and then
select Preferences
2. Select the Find Full Text option
3. Check all boxes
4. For Open URL Path enter 
http://sfx.hbz-nrw.de/sfx_rwth
5. Click OK
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Organizing Your References: Find Full Text
1. Highlight references
for a Full Text
search (up to 250)
2. From the toolbar
select References
 Find Full Text
When the find full Text search is completed, you may see a combination of three different
groups under the find full Text group set.
URL`s instead of PDF`s are found because e.g.
1. RWTH does not have a subscription to the journal and there is no free access
2. Publisher`s website does not allow or support this capability
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Organizing Your References: Find Reference Updates
Individual references can be updated by retrieving additional or new information from
sources such as Web of Science and PubMed.
 Select a reference to up date and select Find Reference Updates from the
Reference menu
 The Review Available Updates dialog box will open and display both the existing and
updated reference
 Click the Update All Fields button to
accept all available field updates,
this will overwrite any existing data
in these fields.
 Click the Update Empty Fields to
update only those fields which are
currently empty.
 If you wish to update only specific
fields you can copy and paste data
from the new reference into the
existing reference.
 Click Save Updates to save any amendments.
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Organize Your Library with Groups
Create custom groups to help organize your library. You can have up
to 500 custom groups. In the left-hand panel click on My Groups 
Create Group
 Groups are sorted alphabetically or numerically
 By creating Group Sets you can break this order
 Add references to your groups by drag & drop
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Creating Bibliographies
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1
3
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You can create a bibliography from your Library that is divided
into subsets of your choice. E.g. the subsets might be the
different reference types, or keywords, authors, or publishers.
1. From the toolbar select Tools  Subject Bibliography
2. Choose a field  click OK
3. Select All terms or some
4. Select an Output Style
5. Change Layout
Reference Management with EndNote | G. Pinnen | University Library
EndNote and Microsoft Word: Cite-While-You Write
• Open a Word document
• Open the EndNote Toolbar
• Click on the magnifying glass
symbol
• In the box to the left of the
Find button, enter the letter a,
then click Find – a list of
references should appear
• Double click to add it to your
Word-document
In the box to the left of the Find button, enter the letter a,
then click Find – a list of references should appear
Double-click on a citation to add it to your Word document
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at Insert Citation
•In the box to the left of the Find button, enter the letter a,
then click Find – a list of references should appear
EndNote and Microsoft Word: Cite-While-You Write
To edit a citation, choose Edit & Manage Citation(s) from the
EndNote toolbar in Word. By this you get a list of all citations in the
document, which you can edit one by one. You can:
 Exclude an author or an publication year
 Add page numbers and text
 Remove a citation (always do it this way, using backspace may
corrupt your document)
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EndNote and Microsoft Word: Cite-While-You Write
Collaboration
EndNote’s ‘Traveling Library’ feature can for be used for collaboration on group
projects. All group members will need to share their formatted Word document
containing EndNote citations.
Group members:
 Create their own EndNote library.
 Add Endnote citations in Word using Cite While You Write.
 Email formatted Word documents (with Endnote citations)
to a collaborating person
To import the citations:
 Open the formatted Word document/s.
 From the EndNote toolbar in Word select Export EndNote
then Export Traveling Library.
 Choose to import the citations to an existing EndNote library
or create a new library.
 The citations will automatically be imported into the EndNote library
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Output Styles
The EndNote styles collection contains more than 6000 styles for a variety of
disciplines.
Generally there are 3 citation styles:
Author Year (e.g. APA)
Non-superscripted Number (e.g. Vancouver)
Footnotes (e.g. Chicago)
This is an example (Meier 1956).
This is an example [43].
This is an example6
Selecting a
style in
EndNote
Selecting a
style in
Word
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Output Styles
More styles can be found and downloaded on the EndNote website
http://endnote.com/downloads/styles
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Thank you for your kind attention
Contact
Reference Management Helpdesk
Phone: +49 241 80-97723/90206
E-Mail: ik@ub.rwth-aachen.de
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Reference Management with EndNote | G. Pinnen | University Library