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This guide was adjusted rom Bodleian Libraries Getting Started with Endnote
EndNote software is available through Surrey Software.
EndNote is client software that is installed on your computer. For this reason it is fast and will work when your computer is both online and offline.
However, the EndNote program is less suitable if you use several different computers because it will only work on a computer which has the software installed. In addition, even if all the computers that you use have EndNote software, you will still need to carry your library of references from one computer to another on a USB drive or similar. (Please note – we do not recommend storing EndNote libraries on Dropbox).
You can work round these problems by using “ EndNote online ” alongside EndNote on the desktop. EndNote online is a reference manager in its own right which stores your references in an online library in the cloud. The two can be used together: you can synchronise the two libraries so that your full set of references appears both in EndNote (on your computer) and in EndNote online in the cloud. You will find more details about EndNote online in the Additional Feature section below.
Registering/Getting Started Go to Start|All Programs and choose EndNote Program
If a recently-used library opens, close that library and choose File|New
If the Getting Started dialog appears, choose to Create a New EndNote library
Give your Library a name
Next time you start EndNote , it will open the same library
Exporting References from Surrey Search Start a browser such as Firefox, go to the Library webpage
Use the search bar to search for your topic or article name
You will be redirected to the Surrey Search, where at the top right hand corner, you will need to sign
in from icon.
Once logged in, you will see the list of search results, beside the references click on the and
then click the icon to download to the Endnote.If you choose to icon you will save to Endnote Online
If prompted, choose: Open or Save
Endnote will start and you will find the reference listed under imported references.
Your references are then downloaded straight into your EndNote library
Editing a Reference Click (just once) on one of the references, to select it
Some details of the selected reference appear in the panel on the right (if necessary click the
button at the top of the panel on the right)
Scroll down and edit some details if you like
When you leave this reference, if asked confirm that it should be saved
Organising References in Groups Groups are a good way to organise your references (groups are like playlists). On the main menu, choose Groups |Create Group
Your new group will appear in the Groups panel on the left
Give your group a name (e.g. the topic you are researching, or the project)
Drag one or two references into the new group (hold the Ctrl key while clicking, to select more than
one reference)
Create another group, give it a name and drag some references into it – notice that a reference can belong to more than one group
Connecting to Online Sources EndNote can download references from a number of publicly-available services (eg. PubMed) and many university library catalogues.
Check that the triplet of buttons at top left is set to Integrated Mode
Choose an online catalogue from the Online Search list in the Groups panel on the left, or click more
If the Choose A Connection dialog opens, select a database
Enter some search terms in the Search panel at the top, and click Search
The references are then downloaded directly into your library; they are listed temporarily in the Online Search group
Including Citations in a Document (in MS Word) To create and format documents in Word , you use the Cite While You Write add-in. This should already be installed at the time of Endnote install.
In Word , an EndNote tab appears in the Ribbon. You can use these tools to insert citations while writing a document, insert citations in a footnote, edit citations, change output style, and format a bibliography.
Start Word with a new document
Choose a citation style using the Style drop-down on the EndNote tab of the Ribbon: a small number
of styles are listed, you can find more by choosing Select another style (hint: Author-Date may be a good style to start with)
Type a few words and position your cursor at a point where you would like to insert a citation
Click
In the Find dialog, enter some keywords or an author’s name from one of the references in your
EndNote library
In the list of one or more matching references, select one reference and click Insert : the reference
will appear in the Word document
Enter some more text in your Word document. This time open your EndNote library and highlight a
citation. Then click (in EndNote ).
The citation you chose in EndNote will now be inserted in your document
Add a few more citations using whichever method you prefer
Change the citation style using the Style drop-down menu in Word’s EndNote ribbon
The bibliography has been created automatically
Highlighted EndNote Features The current version of EndNote is X7. Special features include:
Attaching full-text documents to multiple references at a click of a button
Importing PDF documents, and creating a bibliographic reference from a PDF
Collaborating using shared folders in EndNote online
