Getting started
Installing or upgrading EndNote
EndNote 10 (X)
EndNote v. 10.0 (X.0)is available for download from the Deakin Toolkit 2008 and for use on the ITS Computer Labs. EndNote 10.0 for Macs is available via the ITSD Software Library
EndNote 9 libraries are completely compatible with EndNote 10. EndNote 7 libraries can be converted to EndNote 10 but the same issues apply as for conversion from Endnote 7 to Endnote 9
EndNote 9.01 for Windows
EndNote v. 9.0.1 is available for download via the Phoenix Software catalogue, and the ITSD Software Library. It is also currently available on the 2007 Deakin Learning Toolkit.
If you are using EndNote 8 you will be able to upgrade to EndNote 9. This version is completely compatible with EndNote 9. Documents and libraries created with EndNote 8 can be used with EndNote 9 without conversion.
If you are using EndNote 7 (or earlier versions) you will be able to upgrade to EndNote 9. However, please note the following important points:
- Libraries created in EndNote 9 cannot be used with EndNote 7 or earlier versions. If you write papers in collaboration with other researchers, or share EndNote libraries, it is essential that all collaborators use the same version of EndNote.
- Once you have converted your data to EndNote 9 you will encounter considerable difficulties in trying to go back to previous versions of EndNote.
- Due to proxy incompatibilities, the connection files that enable direct access to library catalogues and databases will not work in EndNote 9 within the Deakin network. The Deakin University Library catalogue connection file is the exception. The connection files work outside the Deakin network.
Before you decide whether to upgrade please read this additional important information. (PDF)
Before upgrading
- Back Up Your Files. Make sure that you have back up copies of your EndNote libraries and any output styles, filters or connection files that you have written, edited or obtained from elsewhere.
- Unformat Your Documents . It is recommended (but probably not essential) that you unformat any documents that you plan to do further work with after you upgrade to EndNote 9.
- To unformat a document, open it in Word, and click on the Unformat Citations button on the EndNote toolbar or menu. The references in your document will change from their formatted form, e.g. (Smith, 1998) to their unformatted form, e.g. {Smith, 1998 #77}. Save these changes.
- Uninstall the Earlier Version. It is recommended that you uninstall the earlier version of EndNote before installing EndNote 9.
- To uninstall in Windows, click on the Start menu, select Control Panel and click on the Add or Remove Programs icon. Highlight EndNote and click on the button to Remove it.
After upgrading
- When you open your library for the first time, EndNote will offer to create a converted version of the library, with a new name. The original library will remain intact. You should keep a copy of the original library and store it in a safe place, in case you later decide to revert to an earlier version of EndNote. You can change the name of the original library.
- The references in the new, converted library in EndNote 9 will have the same record numbers as in the original library in your earlier version of EndNote.
- When you open a Word document which you had been working on using an earlier version of EndNote, you can continue to add citations to it in the normal way. You may need to use the Format Bibliography command on the EndNote toolbar or menu to format citations which you had unformatted before upgrading.
- Any output styles, filters or connection files that you had been using in an earlier version of EndNote should still work in EndNote 9. However the output style will not be configured to format the reference types which are new in EndNote 9, such as Electronic Article.
EndNote 7.0 for Windows
EndNote 7.0 can be downloaded from the Deakin University ITSD Software Library and the Phoenix Software Catalogue. Iinstallation instructions
and system requirements are provided.
If you're upgrading from an earlier version, EndNote will give you the option
of saving or backing up existing files. Full instructions on upgrading to EndNote
version 7 are available in the EndNote Manual (installed with EndNote as a
PDF file) Upgrading EndNote will not delete any existing libraries (files)
containing your previously saved references.
Creating libraries
When you open EndNote for the first time you will need to create an EndNote
Library (a library is EndNote's name for the database or file you create to
store your references / citations).
To create a library
- Open EndNote.
- Select Create a new EndNote library, then select OK.
- EndNote will automatically name a new library 'Untitled'. Change this
to your preferred file name.
- Choose a location for your library from the Save in list.
- Select Save to save your new library.
Your library will save automatically with a .enl (EndNote library) extension.
EndNote automatically saves your library as you work with it. 'Save' and 'Save
As' commands are not enabled. However, it's wise to back up your work regularly;
do this by creating a copy of your library.
To create a copy of your library
- From the File menu, select Save a Copy.
- The file name of the copy mirrors that of your existing library, but includes
the word 'copy' at the end of the name.
- Choose a location for your copy from the Save in list, then select Save.
Entering data
You can enter references into your EndNote library manually. You can also
electronically transfer or import references directly from a library catalogue
or database. This section deals specifically with the various ways in which
references can be added into a library. It also provides guidelines for entering
data manually.
Important Tips for Entering Data
Before you start entering any references into your library, it's important
to familiarise yourself with these tips on entering data. Although EndNote
can easily format data into any required bibliographic style, it will not be
able to rectify mistakes and inconsistencies with the raw data.
- To ensure the best results, enter data accurately and systematically.
- EndNote is case sensitive.
- Capitalisation will appear in the final reference
as it is entered.
- Formatting and punctuation should not be included when you enter references
into your library. For example, you do not need to put quotation marks
around titles or italicise journal names. Enter only the raw data
and leave the
formatting to EndNote.
- Enter special characters by copying and pasting from Word, or using
ANSI codes. Look for information on 'Diacritical marks' in EndNote's
Help
topics. You can also
Authors, Editors
- Enter one name per line.
Brown, William
Brown, W.
de Gaulle, Charles
Deakin University,
Apple Computer Inc.,
- EndNote will truncate a list of authors with 'et al.' or 'and others' as
required by the bibliographic style
- Enter full names if possible. EndNote will abbreviate first and middle
names as required.
- Use a full stop after each initial.
- Leave author field blank when no author is listed
- Enter corporate authors (e.g. the name of an organisation) and put a comma
after the name. Do not include any commas within the name. If a comma is required within the corporate author e.g. Faculty of Science and Technology, School of Life and Environmental Sciences, put double commas in the Author field. For example in the Author field type Faculty of Science and Technology,, School of Life and Environmental Sciences,
Dates
- Always use the Year field to enter the date of publication.
- Enter dates as you would like them to appear in your references. EndNote
does not reformat dates.
Titles
- Enter journal names in full, do not abbreviate.
- Quotation marks should only be used if they appear within the title.
- Do not use full stops at the end of articles or book titles.
- Use capitalisation as required by the bibliographic style.
- Enter edition numbers for books numerically i.e. 2nd. EndNote will automatically
add ed.
Page numbers
- Enter page numbers in full (220-225) or abbreviated (220-5). The bibliographic
style you choose will format the page numbers as required.
Keywords
- Use the Keyword field to store keywords/terms that you want to associate
or identify a reference.
- Separate keywords by semi-colons ; or backslashes \ or returns
Notes and abstracts
- Use the Notes field for storing personal reminders, such as the location
of a quotation in a book or the quotation itself.
- You can assign a personal priority to references by using codes, e.g. using
symbols such as stars to assign the level of relevance to a topic.
- Use the Abstract field for a brief description of the contents of the work.
Volume and issue numbers
- Where no volume number is given, use the issue field.
EndNote record numbers
- EndNote automatically assigns a record number sequentially to each reference
as it is added to a library. You'll see this record number, indicated by
#, in the title bar of the Reference window.
- Record numbers are never reused or reassigned within a library. If you
delete a reference, that number is never used again in that library.
Entering data manually
You can enter references into your EndNote library manually.
You can also electronically transfer or import references directly from a
library catalogue
or database into your library.
To manually enter references
- Begin with an open library.
- From the Reference menu, select New Reference
- From the New Reference window, select a reference type from the
pull down list.
EndNote 9 comes with some new Reference Types - Electronic Article, Electronic Book and
Online Database
- Enter data. Use the Tab key or mouse to move from field to field.
- Select the Close button to close and save your reference to the
open library.
To edit a reference, double click on any record within your opened library.

Entering data from databases and library catalogues
An important set of functions within EndNote enables you to transfer or import
references directly from a library catalogue or database into your library.
Hundreds of references can be transferred in a single step. Not only does this
save time, it also helps to ensure the consistency and completeness of references.
All, or as much as you require, of the information in the catalogue or database
record can be copied into your library. This can include library Dewey numbers,
subject headings and journal article abstracts.
There are three different ways of transferring or importing references into
EndNote:
- Some databases offer a direct export feature to transfer references directly
into an EndNote library.
- Import filters provide a way of importing previously saved text files
of catalogue or database records.
- Connection files are used to search databases or library catalogues directly,
transferring references over immediately.
Direct export
Some databases and information providers allow you to save references directly
into an EndNote library. When saving records from within a database, you will
generally see an option to save in direct export format. Once this has been
selected, EndNote will automatically open, prompting you to nominate a library
to drop the references into. You should be able to indicate whether to add
the references to a new or existing library.
The databases and information providers which currently offer Direct Export
are:
(Mozilla Firefox instructions given at the end of the table)

America : History & Life
Historical Abstracts
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- Search for references you want
- Add selected items to Personal list
- Click on Display Personal List (link is under each of the results)
- Click on Export Options (top of results page)
- Select Full Entry
- Select EndNote ProCite Reference Manager
- Click on Export Records
- Click on Export to Citation Manager
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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- Search for the references you want
- Select references and / or choose one of the Send options of all results or this page or selected items (if you are selecting specific reference click on Save checked items and go to next page )
- At the top of the result list select EndNote + Abstract
- Click on Send
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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|
- Search for the references you want
- Select the references
- Click on Export Citations (top of result list)
- Select Citation and abstract for this article
- Select EndNote
- Click on Download references
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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- Search for the references you want
- Select the references
- Click on Export Citations (top of result list)
- Select Yes to include the abstract with the citations.
- Select EndNote under Choose file format:
- Click on Download
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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including CINAHL and pre-CINAHL, MEDLINE, MLA International Bibliography
and PsycINFO.
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- Search for references you want.
- Use the Add icon on each reference to add selected records
to Folder.
- Select Folder has items

- Click on Select All
- Select Export
- Select Direct Export to EndNote, ProCite or, Reference Manager
- Click on Save.
- The EndNote progaram will open automatically.
- Choose an EndNote Library and click on Open
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 |
- Search for the references you want
- Mark the records you require - click on the square next to the record number
- Click on Marked Items (top left of results)
- Click on Citation Tools (under Tools menu - left side of screen)
- Next to Export to third party software select EndNote
- Click on Export
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users click on Open it with the default application (risfile)
- Choose an EndNote Library and click on Open
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- Click on Scholar Preferences and scroll to bottom of page. Under Bibliography Manager select Show links to import citations into and select EndNote
- Click on Save Preferences (bottom right hand corner)
- Search for the references you want.
- Click on Import into EndNote
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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|
- Search for the references you want
- Select the references
- For items checked below: Select download to citation manager
- Click on GO
- Click on the link download citations to Citation Manager (citations and abstracts (if available) will appear in EndNote)
- Click on EndNote
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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|
- Search for references you want.
- Select individual records or click on Select All (top of result list)
- Click on view selected items
- From the Download Citations menu (left side of screen) select Citation & Abstract. From the ASCII Text drop down menu select EndNote,ProCite,Refman and click on

- The EndNote progaram will open automatically.
- Choose an EndNote Library and click on Open
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 |
- Search for the references you want
- Select the references
- From the 'Selected: Choose an action' drop down menu select Download citation and click on Go
- Select EndNote Direct Export from the 'Choose a format' drop down menu .
- Select Citation and Abstract
- Select Download file
- Click on Go
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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|
- Search for references you want
- Mark the records you require - click on the square next to the record number
- Click on Save (middle right of screen)
- Keep Short Labels
- Select Complete Record from the Fields to Save drop down menu
- Untick Save Search History
- Select EndNote Direct from the Output Format drop down menu
- Click on Save Records
- The EndNote progaram will open automatically.
- Choose an EndNote Library and click on Open
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|
- Search for the references you want
- Mark the records you require - click on the square next to the record number
- Click on update marked list (top or bottom of results
- Click on Bookmarking options (right side of screen) and select Marked List
- Click on Export options (right side of screen) and select EndNote
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users click on Open it with the default application (risfile)
- Choose an EndNote Library and click on Open
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|
- Search for references you want
- Click on Save Citation to save selected citations from the search results.
- Click on View Saved Citations (top of search results)
- Click on Directly export citations into EndNote, ProCite, or Reference Manager
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users click on Open it with the default application (risfile)
- Choose an EndNote Library and click on Open
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|
- Search for the references you want
- Mark the records
- Click on Export - top of result list
- Click on Export Directly to ProCite, EndNote or Reference Manager
- Internet Explorer users click on Open
- Mozilla users with EndNote 9 click on Open it with default application (EndNote Plus)
- Choose an EndNote Library and click on Open
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|
- Search for references you want.
- Mark selected records from the search results.
- Scroll towards the top of the screen and select Export Citations.
- Select either Citations, or Citations and Abstracts.
- Keep the file format as RIS (for reference manager, Procite,
EndNote).
- Select Export.
- The EndNote progaram will open automatically.
- Choose an EndNote Library and click on Open
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includes Web of Science and Current Contents
|
- Search for references you want.
- Use checkboxes to select and mark individual references.
- Click ADD TO MARKED LIST
- Click on Marked list
- At the bottom of the Marked List screen, select EXPORT TO REFERENCE SOFTWARE
- The EndNote program will open automatically.
- Choose an EndNote Library and click on Open
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|
- Search for the references you want
- Select the references
- Click on Download Selected Citations (bottom of result screen)
- Select Format : EndNote
- Select Export Type : Abstract and citation
- Click on GO
- Internet Explorer users click on Open
- Firefox users click on OK to Open with...(Endnote or Web Export) - if this doesn't work go to further instructions
- Mozilla users with EndNote 9 click on Open it with default application (risfile)
- Choose an EndNote Library and click on Open
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Mozilla Firefox users will need to follow the instructions below to export references into EndNote if the Open with Web Export Helper (default) does not work :
- Click on the Open with drop down box
- Click on Other
- In the Look in box select C: (Local Disk / Hard drive)
- Program files
- Endnote 9 or Endnote X
- EndNote (application – Endnote icon)

Import filters
Where direct export is not available within a database to enable the transfer
of references directly into an EndNote library, import records using a filter.
EndNote uses filters to read downloaded files of references from database searches,
and imports the contents directly into an EndNote library. Filters translate
the references into a format that EndNote can recognise.
NOTE: Not all required filters are available from within EndNote.
If the filter you require isn't listed, it may be available from an additional
list provided by Deakin University Library. Click here for information
on saving records and to download and install
filters. Accompanying instructions on saving records from the database
prior to import have also been provided.
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The Filter Manager lists the names of all the import filters available.
Each filter is unique. It is important to know the name of the database you
are searching and the name of the information provider (or supplier of the
database so that you can select the specific filter you require. Look for these
details when searching the database.
In the example below, you can see the database selected for searching was
ERIC and the information provider is CSA Internet database Service.

To view available filters:
- From the Edit menu, select Import
filters
- Select Open Filter Manager
- When you have located the filter you require click the checkbox. All filters
that are marked will appear in the Import Options list.
Any filter you have downloaded from the Deakin list of filters will be listed under deakinu
For example deakinu_factiva
deakinu_pubmed

To import records using a filter
Connection files
This feature of EndNote makes it possible to connect to selected library
catalogues and databases, and import references directly into a library.
Connection files are best used to access and search the Deakin University
Library catalogue and other Australian and international library catalogues.
The connection file for the Deakin University Library catalogue is part of
the EndNote program.
The only connection file that will work in EndNote 9 on campus through the Deakin network is the Deakin University Catalog but the connection files should work OK from outside the Deakin network e.g home
To connect to the Deakin University Library catalogue
- From the Tools menu, select Connect and Connect again
- Scroll through the list and highlight the connection file required. The
Library catalogue file is Deakin U
- Select Connect
This brings up a window with the heading Search "Library Catalog at
Deakin University Library".

To search the Library catalogue
- Select the fields to search, and type in search term/s
- Click Search button. A Confirm Remote Search box will show
the number of matching references.
- Select OK to continue or Cancel to return and do another
search.
- Records retrieved are displayed in a temporary EndNote library. You will
be prompted to Copy all references to … or select individual
references by holding down Ctrl + left mouse button.
Select Copy all references to …or Copy xx references to
To copy references into a new library
- Select New Library from the drop down box
- Name and save your library
To copy references into an existing library
- Select Choose Library
- Select required library
- Select Open and the reference/s will be incorporated into the library.
To connect to other library catalogues
As every library catalogue or online database is different you need a unique
connect file for each one. Deakin University Library has created specific connection
files for the Library catalogue and many of the Deakin subscription databases.
These do not come as part of the EndNote software and must be downloaded and
installed separately.
These connection files will not work on campus through the Deakin network with Endnote 9 but should work outside the Deakin network e.g home.
Bibliographic Styles
Bibliographic styles control the appearance of references in a bibliography.
Although EndNote includes hundreds of styles, different Faculties/Schools of
Deakin University will have a preference for only one or two specific styles.
It's important to confirm with your lecturer which style your School uses.
However, as a general rule the following styles are preferred:
- Arts students are expected to use Harvard, or Oxford. Academic Skills unit (part of Division of Student Life) have created a guide on how to reference using the Harvard or Oxford styles and also one on how to reference from internet and other electronic sources. The Library have created Deakin EndNote styles for Harvard and Oxford see below
- Business students are required to use Harvard. Please note that
minor modifications to the style may be required to meet faculty requirements. The
Faculty does not use a specific style guide, but students are encouraged
to consult the Communication
Skills Handbook for information about referencing conventions
and styles. Academic Skills unit (part of Division of Student Life) have created a guide on how to reference using the Harvard style and also one on how to reference from internet and other electronic sources. The Library have created Deakin EndNote style for Harvard see below
- The official style manual for the Deakin University School of Law is
the Australian
Guide to Legal Citation. It is available for loan from campus
libraries, or online from
the Melbourne University Law Review website (personal use copies
only may be downloaded for viewing in pdf format from this site.)
- Education - Students are expected to use the Guide to assignment writing and referencing produced by Academic Skills. The main referencing style used by Education is Harvard with the exception of the TESOL area which uses APA. The Faculty of Education modified EndNote style is also available.
Citing Eric documents : From the University of Illinois, comes guidance on various citation styles for ERIC documents. Although the main example given uses APA, suggestions for adding Eric Document numbers to other styles are also given.
Academic Skills unit (part of Division of Student Life) have created a guide on how to reference using the Harvard or APA styles and also one on how to reference from internet and other electronic sources.
The Library has created Deakin EndNote styles for Harvard and APA see below
- Health, Medicine, Nursing and Behavioural Sciences students are expected to use Harvard,
or APA (Psychology) or Vancouver. Academic Skills unit (part of Division of Student Life) have created a guide on how to reference using the Harvard or APA or Vancouver styles and also one on how to reference from internet and other electronic sources. The Library have created Deakin EndNote styles for Harvard., APA and Vancouver see below
- Science and Technology students are expected to use Harvard. Please
note that minor modifications to the style may be required to meet faculty
requirements. Academic Skills unit (part of Division of Student Life) have created a guide on how to reference using the Harvard style and also one on how to reference from internet and other electronic sources. The Library have created Deakin EndNote style for Harvard see below
Which ever style is used, the most important thing is to be consistent and
accurate when citing references.
Deakin EndNote styles have been created for APA, Harvard, Oxford and Vancouver. The styles have been modified from University of Queensland styles created by John East.
These styles can only be used with EndNote 9.
Click on the links and save the styles in C:\Program Files\EndNote 9\Styles
deakinu-APA-2007
deakinu-harvard-2007
deakinu-Oxford-2007
deakinu-vancouver-2007
When you have saved the styles go to EndNote and select the style from the Style Manager (see below)
To see available styles
- From the Edit menu, select Output Styles
- Select Open Style Manager. If your style is not available, any style
can be modified to suit your needs and you can create new styles.
Or
- Select Another Style from the styles list on the general EndNote
toolbar

To preview the style of your reference
- With an open library, highlight a reference and select Show Preview
in
the bottom right hand corner of the screen. This will display your reference
in the selected style and allow you to see how it would appear in a bibliography.
Modifying styles
Although EndNote provides a wide range of styles, it's likely that at some
point you will need to modify a style, or even create a new one. It's easier
to modify
an existing style than to start from scratch and create one yourself. The version
of Harvard (author–date) that's provided with EndNote will require some
minor modifications.
To modify a style
- From the Edit menu, select Output Styles
- Select Open Style Manager
- Choose the style to edit, and select Edit
- The most recently used style can also be easily opened by selecting Output
Styles from the Edit menu, and selecting Edit <name
of style>.
Look for the bibliography template panel where the basic layout for references
formatted by the style is located. You can edit these reference types, or create
the basic layout for a new reference type.

To edit a reference type by changing or inserting fields into the template
- Select the required reference type from those displayed e.g. Book or Journal
Article
- Place your cursor where the edit is required
To insert a field into the reference template
- Insert a field name from the Insert Field menu. Field names can
also be typed manually, but the menu is quicker and more accurate.
To insert punctuation or other text into the template
- Type the punctuation or text that you want to appear in the formatted
reference. Carriage returns and tabs can be inserted using the Insert
Field menu.
To modify formatting, including use of italics or bold
- Highlight the text to be modified and select required formatting from the
general EndNote toolbar.
To modify a style to use the abbreviations in a Journals term list:
- Select the Journal Names panel from the list at the left of the
Style window to see the available options
- You can select Abbreviation 1, Abbreviation 2, or Abbreviation 3 if
required. In the bibliography, the journal name for each reference
is replaced with the form of that name in the second, third, or fourth
column of the Journals term list, respectively. For more information,
see the Term
Lists section.
To specify the number of names that appear in a formatted citation
- Select Bibliography in the Style window
- Select Author Lists or Editor Lists
- Some styles require a list of authors or editors, to be abbreviated as "et
al." after a certain number of names. In the Abbreviations panel,
specify the number of authors or editors after which "et al" must
be used.
To differentiate between multiple publications published in the same year
by an author
- Select Citations in the Style window
- Select Ambiguous Citations
- Tick Add A Letter After The year option
Modifying reference types
The Reference Types table displays all available reference types and the fields
that each reference type contains. You can add, remove, or rename fields, or
add a completely new reference type. You may need to modify an existing reference
type to accommodate new sources of information, such as Internet based material,
or journal articles taken from online journal databases.
To modify a reference type
- From the Edit menu, select Preferences
- Select Preferences
- Select Modify Reference Types
To add a new field to a reference type
Choose the reference type to edit. Scroll down the page.
There are 7 fields in each reference type (Custom 1 through 7) that are provided
specifically for customisation. Additional fields cannot be added to the table,
but you may modify existing fields that you do not intend to use. In the following
example you will see that the Journal Article reference type has been modified
to include the additional field of Quotes to
add quotes from the specific article.

NOTE: To ensure that the additional customised fields appear in your
bibliography, you will need to modify the bibliography template. Please see
the section on Bibliographic Styles for detailed instructions on how to modify
the bibliography template.
To add a new reference type
Two reference types ("Unused 2", and "Unused
3") are provided specifically for customisation.These can be used at any
stage to set up a completely new reference type.
Managing your library
Searching for references
An important feature of EndNote is its ability to search for specific references,
including keywords or personal reminders, that you have previously entered.
To search your library
- From the References menu, select Search References
- Select the field to search by from the drop down list
- If required, select the conditional statement, Contains, Is, Greater than
etc;
- Enter your search term
- Click on Search to find a list of references containing your search
terms.

From the References menu, select Show All to display all references
again.
Sorting references
EndNote automatically sorts the references listed in the library window by
the
- author's last name
- the year
- the order in which they were entered.
However, the Sort Library command enables you to sort all references showing
in the library window for exporting, printing, copying, or just browsing.
To sort your library
- Select author or title or year from the open library toolbar to change
the order of references.
Or
- From the References menu,
select Sort References
- From the Sort Options window, select the field names you wish to
sort by

Term lists
Use term lists to store keywords, authors or journal titles. These are created
automatically as you enter data. You can also create lists manually prior to
entering the data. This helps to ensure consistency and accuracy of references.
Term lists are useful for project work in order to speed up the input of data.
To manually add a term to the list
- From the Tools menu, select Open Term Lists
- Select the list required.
- From the Term Lists window, select New Term
- Enter your term
- Select Save Term if entering more than term.
- Select OK after entering one term, or when all terms have been entered.

Journal term lists are very important for users of any
style eg. Vancouver that requires abbreviated journal titles. This is especially
important for health sciences and science generally. ,Journal term lists provide
the
full title of a journal and up to 3 different abbreviations eg. American Journal
of Law and Medicine has the abbreviations Am. J. Law Med, Am J Law Med, American
Journal of Law & Medicine
Medical, Chemistry and Humanities journal term
lists come as part of EndNote.
If you have more than one Library you will need to activate the lists for each
separate Library.
To activate journal term lists
1. From the Tools menu,
select Open Term Lists
3. Click on Journals Term Lists
4. Click on the Lists tab
5. Click on Import List..

6. Click on the folder Term Lists and click Open
7. Choose a list eg. click on Humanities click on Open and all the journals
will automatically be saved into your EndNote.

Medical, Bioscience, Chemistry and Ancient History and
Classics journal term lists can be downloaded from University
of Queensland. These will need to be saved into the Term Lists folder
in EndNote and then activated as above. If a journal is not included in any
of the journal term lists it can be added manually.
To manually add a journal to the list
1. From the Tools menu, select Open Term Lists
2. Click on Journal Term List
3. Click on New Term..
4. Enter the full journal title then up to 3 abbreviations
5. Click on OK


Merging libraries
At times you may want to merge copies of a single library, or merge two libraries
into one. The easiest way to do this is to import one of the libraries
into the other, discarding duplicates in the process. This will create
a merged
library.
To merge libraries
- Open the library into which you will be importing.
- From the File menu, select Import.
- Select Choose file..to locate the library that you wish to import.
- Select Discard Duplicates.
- Select Import.
Printing
You can create a separate bibliography or reference list by moving the references
from your library to a Word document (see the section on Using EndNote With
Microsoft Word), or by selecting references within the library and printing.
To print from a library
- From the References menu, select Show Selected References
- Select the required style. The references you have highlighted will be
formatted in style requested.
- From the File menu, select Print.
EndNote and Microsoft Word
Cite While You Write
References can be inserted into a Word document and bibliographies
created using EndNote. "Cite
while you Write" commands for inserting references and formatting bibliographies
are automatically included within Microsoft Word after EndNote has been installed.
The "Cite while you Write" commands (displayed as icons) and their
actions are listed below
 |
Find citation(s) – type
in criteria to find an existing citation from current library |
| Go To EndNote – opens/switches to the
EndNote program |
| Format bibliography – select from previously
selected bibliography output styles |
| Insert Selected Citation(s) – inserts
citation(s) that are currently selected in your EndNote library |
| Edit Citation(s) – enables selected
citations to be added, removed, or edited |
| Insert Note – a note can be added as a citation
(only with numbered citation output styles) |
| Edit Library References – opens up the
EndNote library reference ready for editing |
| Un format Citations – removes Bibliography |
| Remove Field Codes – creates a new copy of your
document with field codes unmarked |
| Export traveling library - copy all
of the references used in your document to a library. |
| Find figures - insert a graphic
or file from the Image field of a reference into your document |
| Generate a figures list - creates a
list of inserted figures. |
| Cite While You Write Preferences – opens
up the preferences dialogue box |
| Help – displays EndNote
help window |
You also have the option of placing EndNote icons into your Microsoft Word
toolbar to perform the actions listed above instead of using the drop down
menus.
To display these icons in the toolbar
- From the View menu in Microsoft Word, select Toolbars
- Tick the option for EndNote.
or
- From the Tools menu in Microsoft Word, select Customize
- Select the Toolbars tab
- Scroll down until you see the EndNote option
- Tick the box, and close the window
If the EndNote icons are still not appearing check under Tools, Templates and Add-ins and select the 2 EndNote files (if they appear)
If the EndNote icons do not appear anywhere in Word you will need to download the 2 add in files from EndNote - instructions are given on the following web page - http://www.endnote.com/support/faqs/CWYW/faq1.asp
Inserting references into
Word documents
Enter references either as
you go, or after you have finished typing your document.
To enter a reference
- Begin with an open Word document
- Position the cursor where you want to insert the reference - either within
existing text, after entering new text, or at the end of your document.
- Open EndNote
- Open the library that contains the reference you wish to cite.
- Highlight the required reference
- Return to Word and from the EndNote toolbar select Insert selected
Citation(s) or use icon
.
The reference will display within the document, and is added to the
bibliography at the end of a document.
OR
- Begin with an open Word document
- From the EndNote toolbar select Find Citations or use icon

- Search for a required reference.
- When a single reference matches the search, it is inserted automatically.
- When multiple references are located, highlight the correct reference and Insert.
EndNote instantly formats your citations and creates a bibliography as you
go, according to the selected style.
There may be situations where you would prefer to format the bibliography
when the document has been completed (e.g. with a long document created
as multiple
files). In these circumstances you can turn off, or disable, the instant
formatting feature of EndNote.
To disable instant formatting
- From the EndNote toolbar select Format Bibliography or use the icon .
- Select the Instant Formatting tab.
- Select the Disable Button to turn off instant formatting.
- Click OK

To re-enable this function follow the above instructions and click on Enable and OK

NOTE: When Instant Formatting is enabled or turned on, each time
you insert a citation it is automatically formatted and the bibliography
is updated.
When Instant Formatting is disabled or turned off, a temporary citation displays.
It generally includes the first author’s last name, the year of
publication, and the record number for that reference: {Brown, 2004#7}. The
curly brackets indicate a temporary citation. |
Editing citations
Once inserted citations can be edited at any time e.g. add page numbers, remove
the year, remove the author. To ensure that your changes are retained in Word,
always use the Edit Citations
function.
To include page numbers in a formatted citation
- If your citation is formatted, highlight the citation in the document.
- From the EndNote toolbar select Edit Citations.

- From the Edit citation window, enter page numbers by adding them in the Suffix
field, and not the pages field as you might assume. Any text entered
in these fields must be typed exactly as you wish it to appear in the final
citation, including spacing and punctuation
e.g. , pp. 130-135 or , p. 34
- With EndNote 9 and using either the APA 5th or the Deakin styles - deakin-APA-2007 or deakin-harvard-2007 or deakin-Oxford-2007 or deakin-vancouver-2007 page numbers can be typed into the Pages: field e.g. 14 or
21-22 and the style will add the punctuation to the in text citation
e.g
(Babini 2004, p. 74)
(Brown 2007, pp. 21-22)

To include page numbers in an unformatted or temporary citation
- A temporary citation appears in this form {author's surname, year, record
number in EndNote library} e.g. {Brown, 2004 #7}
- Position the cursor after the record number
- Type the @ symbol then the page number eg {Brown, 2004 #7@12}(EndNote will put in the proper punctuation after you have formatted the document)
- Select Format Bibliography (when you want to format the document)
- Select OK
Changing bibliographic styles
EndNote instantly formats your citations and creates a bibliography as you
go, according to the selected style. Styles can be changed, either prior to
inserting citations or during the process.
See bibliographic styles for more
information about working with styles.
To change styles when inserting citations
- From the EndNote tool bar, select Format Bibliography
- Use the With output style option to browse for the required style.
- Check the output style required by your School
- Click OK to format all citations in the chosen style.
Training, support and useful links
Training in EndNote for Windows
EndNote is suitable for postgraduates and researchers. On campus group training courses for the Windows version of EndNote are offered at each campus library
on a regular basis. Online training using eLive real-time conferencing software is also available. Specific dates and times are set in response to researcher
demand.
Individual
training is also available upon request. For further information, or to register
your interest, please contact your liaison
librarian. The training program covers entering data, bibliographic styles, managing libraries, EndNote and MS Word.
Please note that the Library is unable to provide support or training in EndNote for Macintosh. EndNote Interest
E-mail List can assist by providing a forum to ask questions,
make suggestions, and get advice on any EndNote related topic.
The University's Human Resources and Services Division (HRSD) also offers
EndNote training in conjunction with the Library. These sessions are available
for staff and higher degree students. A list of instructor led courses are
available from the HR website.
Support material
EndNote
manuals are available for loan from the Library.
There is no printed EndNote 9 Manual held in the Library collection but it does come as part of the program when it is installed on your computer. Further information about EndNote, and links to helpful tutorials and guides
can be found at the following sites:
Connect files and import filters
General guides
Tutorials
FAQs
Deakin FAQs
When I open EndNote, I’m prompted for a “Sock Cap Username
Password/Authentication”. What does this mean, and what username
and password should I input?
Some internet applications are designed to connect directly to servers
outside the Deakin network. If
you're on campus and using a networked computer, to allow EndNote to
reach the internet to connect to library catalogues and journal databases,
you may require SOCKS client software for your computer. The SOCKS client
provides a "bridge". While SOCKS is running your application
can reach the internet, when SOCKS is not running, the "bridge" is
down and your application is confined within the Deakin network. If
you're connecting from outside the Deakin network via an ISP, you probably
don't require a SOCKS client.
Software can be downloaded
from the ITSD
software library
After opening EndNote, input your Deakin username and password in the
Socks Cap authentication window. NOTE: If the authentication window
doesn't’t display automatically when EndNote opens make sure the Socks
configuration is correct.
I have a problem with output styles in EndNote. How do I modify the
style to show the URL or date viewed for an electronic source?
The best way to tackle this is by adjusting or modifying the
reference type. It’s possible to add, remove, or rename
fields in any reference type. If required, you can also add a
completely new reference type. Instructions on Modifying
Reference Types are included in this guide.
I can't remember how to add page numbers into EndNote citations within
my Word document. Can I just type the page number directly?
Although you can edit citations once inserted in your Word document
by simply typing in page numbers, this isn't the recommended
method. If you do this you run the risk of Word forgetting these
changes when the document is re-opened at a later date. Follow
the instructions in Editing Citations for
the recommended method.
Can you tell me what the difference is between the 'general' and the
'Deakin only' connect files?
In line with publishers' licences which restrict access to journal
databases to Deakin staff and students only, we have created
Deakin specific connect files. These are replicas of the general
files but with additional database password information included.
Download and use the “Deakin Only” files by preference.
One of my references includes an author with a German surname. Can EndNote
cope with special characters?
Yes, EndNote references can include special characters, including characters
with diacritics.Full details of how to enter special characters can be
found in the EndNote Help files. Look for the entry on diacritical
marks.
Can I insert my whole Library into Word in one go to create a bibliography?
The answer to this depends on how many references you have in your
library. Inserting group references is limited to 50. If your library
includes more than that number, you will need to select smaller batches
of no more than 50 each time. In EndNote, hold down the Shift key
and drag the mouse down your library to select a continuous range
of references (no more than 50). From within Word, insert those selected
references and repeat the process un till the entire library has
been inserted.
Can I merge or synchronise two copies of a library?
Yes. The EndNote
Interest E-mail List provides information on a variety of methods
to achieve this. One way is to import one of the
libraries
into the other, and discard
duplicates. This will create a merged library. From the File menu,
select Import. Choose your file and select to Discard Duplicates. Click on Import.
I have already created a bibliography using Word. Can I convert this
into an EndNote library?
It can be done, but not easily. The fastest way to do it is manually,
using a cut and paste method. The Open
University Library website provides information from another source,
which outlines another way to tackle this. They do warn that it could
be time consuming.
How do I get the EndNote commands to appear in Word ?
EndNote commands appear under the Tools menu in Word. To display
the EndNote commands in Word, from the View menu, select Toolbars. Make
sure EndNote is ticked. If EndNote doesn't appear as an option,
you will need to re run the EndNote set up program. Instructions on
how to do this can be found in the EndNote Manual (EndNote.pdf) that
accompanies the software. For instructions on how to download the 2 pieces of software required by Word to use EndNote go to the EndNote FAQ web site.
I've inserted a reference into my Word document, but it looks strange.
What do the funny brackets and # symbol mean?
When Instant Formatting is turned off, a temporary citation displays.
It generally includes the first author’s last name, the year of
publication, and the record number for that reference: {Brown, 2004#7}. The
curly brackets indicate a temporary citation.
To find out more, check the section on formatting a bibliography.
Other FAQs
EndNote Interest
E-mail List Join the listserv, provided by EndNote, and ask questions,
make suggestions, and get advice on any EndNote related topic.
Yale Libraries: EndNote
Help Page