www.library.qut.edu.au
QUT Library
EndNote Essentials
What is EndNote?
 Your references and referencing styles manager
 Software that allows researchers to find, import, export, store, organise,
and use references to information sources
 A client program to create files of references called EndNote Libraries
 Storage with references for full text PDF, figures, pictures, tables, etc.
 Your research database of academic and professional literature
Objectives
On successful completion of this course you should be able to:
• Open an EndNote library and view and sort references
• Search for references within a library
• Select and retrieve a bibliographic style
• Create a new EndNote library and add references manually
• Add database records to a library via Direct Export
• Attach files to an EndNote reference
• Open and annotate a pdf attachment
• Add a reference and pdf using the pdf import filter
• Organize references using Groups
• Insert citations into a Word document and edit citations
• Un-format and re-format a document
• Format a bibliography within a Word document
• Create an independent bibliography
• Backup your EndNote library
Obtain and install EndNote
To install on your QUT desktop or laptop
• Backup your EndNote libraries
and any customised styles to an alternative location
• Uninstall current version of EndNote
• Self-install from the QUT network using ITAssist (Windows 7).
• If you have Administrator Rights to the computer you may also use
download or CD options.
To install on your own desktop or laptop
• Follow instructions on the IT Services software downloads page
• Borrow the CD from the Library, OR
• Download link on the Library EndNote website
►https://www.library.qut.edu.au/research/toolkit/referencing/
Open an existing Library
From within EndNote:
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1. Click on File > Open
2. Select a previously used Library from the drop-down menu
OR
Click on Open Library to locate Libraries saved in other locations
From within Word:
1. Select the EndNote X7 tab
2. Click on
to open EndNote and select your Library
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View references
1. The selected reference displays in the Reference panel on the right
Alternatively, double click on a reference to open to a full screen
2. Click on the double arrow to Hide/Show Empty Fields
Click to select data fields, edit as needed
Tab to the next field
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Sort and Quick Browse
To quickly find a reference by Author, Year or Title:
1. Click any column heading to sort. Repeat to reverse order (e.g. Year)
2. Start typing to browse your library by column heading (e.g. ‘2000’)
Search a Library
Use the Search panel at the top
1. Select the field that you wish to search e.g. Any Field
2. Enter search terms
3. Click on Search
Search results display
4. Click on All References to return to the full list
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Select a Bibliographic Style
1. Select the style of your choice from the drop-down menu
Use Select Another Style.. If your style is not listed
2. Click on the Preview tab to display the selected
reference in the style you have chosen
Retrieve a Bibliographic Style
If the style you need is not already displayed for selection :
1. From the same drop-down menu, Choose: Select Another Style
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2. Search or Browse for your style
3. Double-click to select it
Create a new Library
1. From the EndNote toolbar, go to File > New
A New Reference Library window will open prompting you to save
2. Name your new Library and save it
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Enter References manually
1. On the toolbar,
Click-on the New Reference icon
OR
Click ‘References’
and Select ‘New Reference’
2. In the New Reference
select a required Reference Type
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Enter author names
Options for Personal Name:
Smith, F.
Smith, Frank
Frank Smith (no comma)
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Comma after a corporate author:
Amnesty International,
If there is no author, leave blank (do not enter ‘anonymous’)
Use a new line for each author
Enter titles
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Enter titles on a single line without hitting enter
Enter the full journal title (no abbreviation)
Leave out a full-stop at the end of a title
Ensure there are no blank spaces after the title string
Capitalise as you would like it to appear in your bibliography
Enter data in other fields
Publication Year
Enter four numbers e.g. 2013
Page Numbers
Can be entered complete e.g. 142-149 or abbreviated e.g. 142-9
Edition
Enter 1st not 1
URLs
Include the start of the URL e.g. http://
Label
Assign custom tags for searching your records
e.g. unit codes, assessment items
Research Notes
Store personal notes, quotes etc.
Export from EBSCOhost
1. Select and save: In the list of results, under relevant individual results,
click: + Folder
2. Open saved results: At the right of the screen, click: Folder View
Export from EBSCOhost
► Tick the boxes next to results that you wish to export
3. Export references by Clicking the Export icon
Export from EBSCOhost
Confirm Direct Export to EndNote is selected
► Click: Save.
Export from EBSCOhost
IE: In the file download box
Select Open
In Firefox:
Export from Factiva
1. Do a search in the database
2. Tick the records you wish to export
3. Click on View Selected Articles
4. Click on Display Options
Select Full Article/Report plus Indexing
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Export from Factiva
5. Click on Format for Saving
Select Article Format
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6. Click on File > Save As (Internet Explorer)
Change to a .txt file
Factiva.txt
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Export from Factiva
Extra steps for Factiva – You have a .txt file
You now need a FILTER
In EndNote: Choose File > Import or click on
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1. Import File:
Click on Choose
Locate and select file
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Factiva.txt
2. Import Option:
Select Other filters from the drop down menu
Find the database name and relevant database provider
Select Factiva (DJ)
Click on Choose
3. Click on Import
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Export from Google Scholar: Set up
1. Click on Settings
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2. For Bibliography Manager, from the drop-down menu select: EndNote
►Click Save Preferences
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Export from Google Scholar
1. Under relevant result, click: Import into EndNote
2. In the File Download box, click: Open
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Export from ProQuest
1. Do a search in the database
2. Tick the records you wish to export
3. Hover mouse over Export/ Save
4. Select EndNote...
from the drop down list
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Export from ProQuest
In the Export/Save box :
5. Click on Continue
6. Select Open (Internet Explorer)
Open with EndNote X7..
Select OK (Firefox)
Import from databases: PubMed
1. Select and save: In the results list, next to individual results, tick to select
Import from databases: PubMed
2. From the Send to drop-down menu
In the Choose Destination box, select Citation Manager,
then click on Create File
Import from PubMed
In IE: EndNote automatically opens and imports record
In Firefox :
Export from Quick Find
1. Next to relevant search results, click on the Save icon
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2. Click to open your Folder of saved items
Export from Quick Find
3. In your Folder of saved items, click on
Select EndNote from the drop-down menu
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4. Select Open (Internet Explorer)
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Export - Check your References
Check your references for accuracy and completeness
1. Check in Preview for accuracy
2. Display Reference (Double-click to open in a full window)
3. Make any necessary
changes
Add a file to a reference
1. Locate a pdf file relating to a reference in your Library
2. Add that file to the reference
Drag & drop onto the reference in the Library
or Right click on the reference to select
or Open a reference, drag & drop into the File Attachments field
HINT
Enable automatic renaming of pdf files
as you import them
Select Edit > Preferences > PDF Handling
Choose your preferred option
Add a file to a Reference
Try the Find Full Text function in EndNote
First you need to Configure EndNote
1. Select Edit > Preferences > Find Full Text
2. Tick all boxes and enter the following URLs
Open URL path: http://sf5mc5tj5v.search.serialssolutions.com/
Authenticate with: http://gateway.library.qut.edu.au/login?url=
There is a comprehensive FAQ on the Library website
https://www.library.qut.edu.au/research/toolkit/referencing/findftxtfaq.jsp
Add a file to a Reference
Run Find Full Text
1. Highlight references
2. Select References > Find Full Text > Find Full Text OR click on
3. Click OK for the copyright and usage notice
Monitor progress in the Find Full Text group set at the bottom of the
Groups panel
A paperclip icon appears as each new pdf is found and attached
Found pdfs for 4 out of the 5 titles selected!
Open & annotate a PDF attachment
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1. Click on the PDF Viewer tab in the Reference panel
2. Click on
to open your document in the PDF Viewer
3. Highlight text Add sticky notes
Hint: Right click highlighted text or the sticky note
and select Delete annotation if you change your mind
4. Save changes made
Click on
again to close
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Add a reference using a PDF document
You have a pdf document with a correctly formatted DOI
Use EndNote to create a reference for this pdf
In EndNote: Choose File > Import > File or click on
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1. Import File:
Click on Choose
Locate and select your pdf file
2. Import Option:
Select PDF from the drop down menu
3. Click on Import
The imported reference and attached pdf will display
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Sort references into Groups
Create a Group Set for your broad subject area
1. In the Groups panel
Right click and select Create Group Set
2. Name your group set
Sort references into Groups
Create a Group
1. In the Groups panel, right click and select Create Group
2. Name your group
3. Transfer selected references into the group
Drag & drop OR right click, select Add References To, select group
 References can be added
to more than one group
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 References deleted from a
group remain in your Library
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 References deleted from
your Library are deleted from
all groups
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Sort references into Groups
Create a Smart Group
1. In the Groups panel
Right click and select Create Smart Group
2. Name your group
Enter search terms
Click on Create
A Smart Group is created
Search results are saved into this group
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Any changes made to your
Library are checked against
this search query
If there is a match, the
references are automatically
added to the Smart Group
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Find & insert an in-text citation
1. In your document, place the cursor where you want the citation to appear
2. Click on the EndNote tab in Word to display the EndNote commands
3. Click on
Insert Citation > Insert Citation
4. Enter search terms and click Find
5. Select desired reference
Click Insert
Note: Insert drop-down options
Insert an in-text citation from EndNote
1. In your document, place the cursor where you want the citation(s)
2. In EndNote, highlight the reference(s) that you wish to insert
Note: Select multiple references by holding down the Ctrl key
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3. Insert selected citation(s)
In EndNote:
Click on the Insert icon
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OR In Word: Click on Insert Citation > Insert Selected Citation(s)
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Edit citations
In Word, right-click on an in-text citation and select: Edit Citation(s) > More
►Add Prefix:
as cited in
►Add Pages:
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Click OK
Click on the
Edit Reference button
Select
Remove Citation
to delete from
your Word document
Un-formatting and re-formatting
To move citations or text with citations safely
1. Choose Convert to Unformatted Citations
2. Make required moves.
3. Choose Update Citations and Bibliography to re-format
Change bibliographic styles in Word
Expand the Style drop-down menu to select another style
Choose Select Another Style if your style is not shown
Quick Bibliography in Word
1. Select desired references and select desired style
2. Right-click and choose Copy Formatted
3. Paste selected references into your Word document
Back up and move Libraries
Compressed libraries help in creating back-up copies and sharing libraries.
1. With your Library open, from the toolbar at the top,
Select File > Compressed Library
Compressed Libraries:
• Ensure all relevant files are backed up
Compress the Library (.enl file) and
its attached files into a single file to save
(.enlx file)
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Decreases file size
Allows you to move your Libraries safely
Back up and move Libraries
2. Apply any extra desired conditions or just click Next
3. Save in a safe location
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www.library.qut.edu.au
QUT Library
Resources
EndNote Help
QUT Library EndNote
https://www.library.qut.edu.au/research/toolkit/referencing/
EndNote Guide
In Windows: Start > All Programs > EndNote > Help >Getting
Started Guide
EndNote site support
http://www.endnote.com/support/faqs/index.asp
www.library.qut.edu.au
QUT Library
Support and contact
Ask A Librarian
In person at the Library Desk, online Chat, Phone, Email,
https://www.library.qut.edu.au/help/
Your Liaison Librarian
https://www.library.qut.edu.au/about/contact/liaisonlibrarians.jsp
EndNote software installation
QUT IT Helpdesk 31384000
https://www.ithelpdesk.qut.edu.au/