UNIVERSITY LIBRARY | ENDNOTE X7 for PC
ENDNOTE X7 for PC
TO DOWNLOAD THE LATEST VERSION OF ENDNOTE VISIT:
http://sydney.edu.au/library/skills/EndNote.html
FOR TUTORIALS, HELP, AND ENDNOTE SUPPORT FILES VISIT:
http://libguides.library.usyd.edu.au/EndNote
SETTING UP AN ENDNOTE LIBRARY
We recommend you create one EndNote library that you use for all your documents. You can create separate groupings
within your library for each document you are working on (see Creating Groups)
CREATE A LIBRARY
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Open EndNote
Select FILE > NEW
Choose a name for you EndNote library and then click SAVE.
You should also take note of the location to which the library is being saved (usually the Documents folder) as you
may need to find it later.
THE ENDNOTE TOOLBAR ICONS
Output Style menu
Add A New Reference
Export References (as a formatted word document)
Open URL
Find Full Text
Sync with EndNote Web
Open attached file
OUTPUT STYLE
You can choose what referencing style will be used in your EndNote library to display your citations.
1. Click on the drop-down menu located on the top left of the toolbar
2. If the style you require is in the list, select it. If not, choose SELECT ANOTHER STYLE…
3. Browse for your style in the list and click CHOOSE. The output style can be changed as many times as you like.
If you are after a referencing style that is not included in the larger list, you can search on the Endnote website to see if
it is available to download from there. Visit http://endnote.com/downloads/styles
ADDING A REFERENCE MANUALLY
You will need to add a reference manually if it is a chapter in a book (called a book section in EndNote), web page, or
another resource you cannot find a citation in a database to download.
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From the toolbar select REFERENCES > NEW REFERENCE
UNIVERSITY LIBRARY | ENDNOTE X7 for PC
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The template defaults to a Journal Article reference. Use the REFERENCE TYPE drop down menu at the top of the
screen to change the selection if required (e.g. Book, Web Page)
Fill out the fields as required. Generally you will need the AUTHOR, YEAR, TITLE, JOURNAL TITLE, VOLUME, ISSUE,
and PAGE NUMBERS to create a correct reference for a journal article. Leave punctuation off the end of
sentences and use correct sentence capitalisation (EndNote will display the citation using the information as you
enter it).
AUTHOR and EDITOR FIELDS: Each author/editor goes on a separate line (hit ‘enter’ to create a new line).
You must enter the author name using one of the following formats:
First name Surname (e.g. David Smith), or Surname, First name (e.g. Smith, David). EndNote will also allow you to
use initials (e.g. D L Smith or Smith, D L).
Place a comma at the end of organisation and company names (e.g. University of Sydney,).
Use a double comma if there is a comma in the organisation name. No comma is needed at the end.
(e.g. World Health Organisation,, United Nations)
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Once you have finished, close the reference box by selecting FILE > CLOSE REFERENCE.
Your reference can be previewed in the panel at the right of the screen (select the ‘Preview’ tab if you cannot see
it). Use this to ensure it is displaying correctly for your style and make adjustments to the record (using the
‘Reference’ tab) if necessary.
ADDING A REFERENCE FROM A DATABASE (DIRECT EXPORT)
Most databases allow you to download references from a search results list directly into your EndNote library. There will
generally be a button labelled EXPORT that will allow you to do this although the process can vary between databases.
BUSINESS SOURCE PREMIER or CINAHL (EBSCO PLATFORM)
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Search the database on your topic of interest
Select the record(s) you wish to export by clicking the ADD TO FOLDER icon.
Access the folder by clicking the folder icon at the top of the screen.
Click the SELECT ALL box.
Click on the EXPORT icon (document with green arrow).
Leave the settings as they are and select SAVE.
If prompted, choose to OPEN the file rather than saving it (if you save it, you will need to find the file in your
download folder and double click it to open).
8. If your EndNote library is already open, the reference/s will be automatically imported into your library. If not,
you will be prompted to select an EndNote library to import into.
9. The imported records are now displayed in the main window.
10. To see all the references in your library select ALL REFERENCES from the left hand side panel.
PsycINFO or Medline (OVID PLATFORM)
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Search the database on your topic of interest
Check the boxes next to the record(s) you wish to export (alternatively scroll up to the top of the list and use the
ALL check box or enter values into the SELECT RANGE box)
3. Click the EXPORT button (located at the top of the search results)
4. Change the EXPORT TO option to EndNote.
5. Select COMPLETE REFERENCE.
6. Click EXPORT CITATION(S).
7. If prompted, choose to OPEN the file rather than saving it (if you save it, you will need to find the file in your
download folder and double click it to open).
8. If your EndNote library is already open, the reference/s will be automatically imported into your library. If not,
you will be prompted to select an EndNote library to import into.
9. The imported records are now displayed in the main window.
10. To see all the references in your library select ALL REFERENCES from the left hand side panel.
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UNIVERSITY LIBRARY | ENDNOTE X7 for PC
NOTE: Some databases may have difficulty exporting citations correctly (for example, the title may be in all upper
case). If the citation does not display properly in EndNote or your word document, check that all the information has
been entered correctly into the appropriate fields.
Information that EndNote does not know where to put ends up in the Notes field so you may find missing information
there.
MANAGING YOUR LIBRARY
FIND FULL TEXT
This feature will attempt to find the full text of the references in your library based on our journal subscriptions. The full
text will then be downloaded to your library and a link attached to the reference. Whilst it may not find all of the full text
that is available, it can be a great timesaver.
NOTE: This works best on-campus using the university’s internet however, you can change the preferences in EndNote so
that it works from home. See the “Enabling "Find Full Text" in Endnote Preferences” video on the EndNote Subject Guide
(http://www.library.usyd.edu.au/stream/endnote/) for more information.
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Select the references for which you wish to find the full text (hold down the command key to select more than
one).
Click on the FIND FULL TEXT button.
If found, the PDF will be downloaded to the .DATA folder on your computer and a link attached to the record in
EndNote.
MANUALLY ATTACH A DOWNLOADED PDF TO A RECORD IN ENDNOTE
If the FIND FULL TEXT feature has not found your documents, you can also manually download the PDF and attach it to the
record yourself. If the record has been downloaded from a library database, you can often use the URL in the record to go
to the record page in the database. From there you can use the yellow CHECK LIBRARY button to find the online full text.
Once you have the PDF saved to your computer, you can attach it by following these steps:
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Select the reference for which you wish to attach the file.
Go to REFERENCES > FILE ATTACHMENTS > ATTACH FILE
Browse for the file and click OPEN. This will make a copy of the selected file and place it in the PDF folder in the
.Data associated with your EndNote library. If you wish, you can now delete the original.
CREATING GROUPS
You can easily organise the references in your library into groups. This does not physically move the citations; it merely
provides you with an easy way of organising citations. You can have a single citation in more than one group if required.
GROUPS
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Go to GROUPS > CREATE GROUPS
Enter the name of the group in the space on the left hand menu and press ENTER.
To add items to a group, click and drag them from the ALL REFERENCES list into the required group. Alternatively,
right-click on the reference and select ADD REFERENCES TO and then select the group to which you would like to
add it.
GROUP SETS
Group sets allows you to create a ‘folder’ on the side panel to which you can add groups. For instance, if you wanted to
place all the groups for first year courses together, you would create a group set called First Year. To do this, just follow
the instructions as above but choose CREATE GROUP SET instead.
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UNIVERSITY LIBRARY | ENDNOTE X7 for PC
USING ENDNOTE WITH WORD (CITE WHILE YOU WRITE)
In WORD, all of the Endnote tools can be found in the EndNote X7 tab on the top menu.
SELECT YOUR REFERENCING STYLE
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From the Endnote X7 tab choose the required output style for the STYLE drop down. If the one you require is not
there, choose Select Another Style… for a full list.
INSERTING A CITATION IN THE BODY OF YOUR ESSAY
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Ensure you have both the Word document and EndNote library you wish to use open.
In the Word document, place the cursor where you wish the citation to appear.
From the Endnote tab choose INSERT CITATION > FIND CITATION.
Type the author into the search bar (or the letter ‘a’ if you wish to see all the references in your library) and hit
the RETURN key.
Select the reference(s) you wish to insert (hold down the ctrl key to select more than one) and click INSERT.
You may wish to enter a citation with the author outside of the brackets such as;
EDITING A CITATION
In a landmark study, Phillips and Smith (2004) discovered that…..
ADDING PAGE NUMBERS
Place the cursor and follow the procedures as above for entering a citation. Instead of clicking INSERT, click the down
1. next to it and choose INSERT & DISPLAY AS: AUTHOR (YEAR).
arrow
EDITING A CITATION
ADDING PAGE NUMBERS
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Move the cursor to the citation you wish to edit. From the Endnote Tab choose EDIT & MANAGE CITATION(S).
Ensure the correct citation is selected in the top window and enter the page number into the pages field below
and click OK (do not include any annotations i.e. p. or pp.).
If the page number does not appear, the style you are using does not support page numbers. Follow the
procedure above but instead add the numbers to the SUFFIX field, including a space before and any annotation
required (e.g. pp. 278-9).
DELETING A CITATION
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Move the cursor to the citation you wish to delete. From the Endnote Tab choose EDIT & MANAGE CITATION(S).
Ensure the correct citation is selected in the top window and click the down arrow next to the EDIT CITATION
drop down (to the right of the citation) and select REMOVE CITATION. Click OK.
CREATE A PLAIN TEXT VERSION OF YOUR DOCUMENT
If you want to submit your document electronically, it’s best to create a version that retains the formatting created by
EndNote, but removes all connections to the software. This ensures the citations won’t be messed up along the way (and
you can also manually make an edits you need).
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UNIVERSITY LIBRARY | ENDNOTE X7 for PC
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Ensure your document is saved first and then go to the Endnote tab and select CONVERT CITATIONS AND
BIBLIOGRAPHY > CONVERT TO PLAIN TEXT.
Endnote will now create a copy of your document that has no connections to Endnote.
CREATE A COMPRESSED VERSION OF YOUR LIBRARY
If you need to send your library to a colleague or create a backup for safe keeping, the best way is to compress you library.
This will combine the library file and the .Data folder into a single file (.enlx).
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In EndNote, select FILE > COMPRESSED LIBRARY (.enlx)…
A dialogue box will open up. Ensure Create and the correct library is named in the All References in Library
section.
Decide whether or not you want the PDFs saved with the compressed file. If you are creating a backup it is a good
idea to keep them, in which case select With File Attachments otherwise, if you are sending the library to
colleague who won’t need the PDFs choose Without File Attachments.
Click NEXT. It will then ask you to name the file and choose a location to save it. Once you have done this click
SAVE.
You can now move the file to a back-up location or attach it to an email to send.
To open the file, just double click as you normally would. Endnote will then begin uncompressing the file.
NOTE: If you plan to move between computers you must be careful to keep the Endnote library file and the associated
.Data folder (e.g. MyEndNoteLibrary.enl and MyEndnoteLibrary.Data) together in the same location on your USB. The
.Data folder is where your Endnote Library stores the attached PDFs and the GROUPS information.
If you leave the .Data folder behind you will lose all the attachments and GROUPS data.
ENDNOTE WEB
EndNote has a cloud service called EndNote Web which allows you to keep a library stored on different computers in sync
(perfect for sharing a single library amongst a research group or ensuring your laptop and desktop copies are the same).
You can also import and edit references via EndNote Web and then cite the references in papers and create
bibliographies.
To create a free 2 year online account, visit www.myendnoteweb.com
Once you have created your account, follow these steps to sync your online, and offline libraries.
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Click the Sync button in the Library toolbar to go to an EndNote Web Login dialog.
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Enter your e-mail address.
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Enter your EndNote Web password.
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Press OK to initiate the Sync process.
You can adjust how your EndNote libraries sync by altering your Sync Preferences. To do this, go to the EDIT menu, select
PREFERENCES, and then click SYNC in the list of preferences.
Before synchronizing for the first time we recommend you watch the video at
http://www.youtube.com/watch?v=xjsJaKRp3s4.
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8 February 2016
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