EndNote tutorial

EndNote manages the references (citations) you collect and reduces the time spent on the routine production of bibliographies in papers or theses. This tutorial can be used for EndNote 7, EndNote 9 or EndNote X (10) if you allow for minor variations in instructions. If you are new to EndNote, start with the highlighted sections which cover EndNote's most important functions.

Unit 1. Using EndNote: introduction

1.1 Open an EndNote library
Select, open, copy and delete references
Link to web sites

1.2 Change the fields displayed
Sort references

1.3 Search an EndNote library
Search a single EndNote reference
Find duplicate references

Unit 2. Adding and editing references manually

2.1 Basic steps:
Create a new EndNote library and add a new reference
Rules for entering author, title, etc
Entering special fonts, styles and characters

2.2 Special features:
Add pathways to images or files stored on your computer
Store images or files with an EndNote library
Make global text changes

Unit 3. Adding references automatically from Library database searches

3.1 Import saved search results to EndNote

3.2 Direct export to EndNote

3.3 Search databases through EndNote

Unit 4. Citations and bibliographies

4.1 Insert citations and format bibliographies: basic steps
Turn off instant formatting
Insert citations
Select an output style
Format the citations and bibliography
Submit the final paper to a publisher

4.2 Insert citations and format bibliographies: special features
Edit temporary unformatted citations - add pages etc
Insert and format citations in Footnotes
Insert Figures into Word documents
Find extra citation styles
Share Word documents with colleagues
Manuscript templates

4.3 Print or export a separate bibliography

4.4 Journal term lists for journal abbreviations

Frequently asked questions