This resource will take you through the basic steps in using EndNoteX7

1. WORKING WITH ENDNOTE X7
©The University of the West
Indies Mona Library
MILU

2. Why EndNote?
EndNote is the leading bibliographic
software product on the market and
can be used to:
 search for literature
 develop a personal library of
references
 create and format citations for
papers and publications

3. Learning Outcomes
At the end of the session you should be able to:
• create your own EndNote ‘Library’
• add references to your EndNote library manually
• transfer references from databases to your EndNote
Library using “direct export ”
• use “Cite while you Write” commands to add
references from your EndNote Library to your Word
document
• attach full text documents and images to references
• delete references from your library

4. Creating an EndNote ‘Library’
1. Click on EndNote Program icon
2. Cancel ‘Create a new free Endnote
Web Account’
3. Click ‘File’
4. Click ‘New’
5. Name your file and click ‘Save’
6. From drop down menu select your
citation style, e.g. MLA
7. To change citation style, scroll to style
desired or do ‘Quick Search’

5. 8.Write the name of the style then click
‘Enter’
9. To add references click this icon
10. Then select Reference Type e.g. book
11. Click in each Field e.g. Author
12. Enter data for references into the various
fields.
Activity :
Enter your first reference [book] in your
Endnote Library by typing the bibliographic
information into the appropriate fields

6. Format for Entering Names,
Titles etc. in EndNote Library

9. Saving and Adding References
 Save by closing New Reference ( small
black X at top right hand corner of
screen)
 To add another reference, click on this icon
 ((New Reference)
Activity :
Add the other references to your EndNote
library.

10. Transferring References from Databases
You can transfer references from a
database into your EndNote library
without having to manually type in
each record.
One way is
Direct Export from a Database

11. 1.Search database
2.Add the references to be saved
to your folder
Direct Export from a Database

12. 3. Click on folder to open
4. Select records
5.Click on Export

13. 6. Select the Direct Export option
7.Save to your EndNote library
8. Click on ‘unfiled’ to merge references
http://www.newcastle.edu.au/service/library/tutorials/endnote/databases/export1.html
Activity: Search a database and export references to
your EndNote library.

14. Check References
 Open your Endnote library to check
that your records were successfully
imported.
 Click on ‘Unfiled’ to merge
references (will now be in one
alphabetic file)

15. Cite While You Write
 Open Microsoft Word 2007
 Click on EndNoteX3 in the ribbon at top
right
 Begin to type your document
 To insert a reference in the text, click EN
from EN taskbar to go to your EndNote
library
 Select (highlight) the appropriate reference
from your EndNote library

16. It’s Magic!
 Click on this icon to insert citation. The
citation will be inserted in the text at that
point and, at the same time, a full
reference will be added at the end of your
document
 To return to word click on this icon
 You may need to edit citation to conform
to in-text citation standards.
http://www.newcastle.edu.au/service/library/tutorials/endnote/getstarted/page2.html
Activity:
Type the short paragraph given and insert references from
your EndNote library into your document at the places
indicated.

17.  To edit citation click on ‘Edit Citation
(s)’. To remove authors name Click
within the citation in the Word
document, then select Edit Citation .
The Edit Citation Window will appear
 Click the box to the left of Exclude
author, then click OK.
Edit Citations

18.  To omit the year of publication: Click within the
citation in the Word document, then select Edit
Citation . The Edit Citation Window will
appear. Click the box to the left of Exclude
year, then .
 To add page numbers: Click within the citation in
the Word document, then select Edit Citation .
The Edit Citation Window will appear
 Type the page numbers in the Suffix box,
ensuring that a space is included before the
pages (to separate the page numbers from the
citation), then click
Edit Citations (contd.)

19.  To insert text before a citation: Click
within the citation in the Word
document, then select Edit Citation .
The Edit Citation Window will
appear.
 Type the text to be added before the
citation in the Prefix box, ensuring
that a space is included at the end of
the text (to separate the added text
from the citation), then .
Edit Citations (contd.)

20. Attaching Full Text Documents
and Images
 Open your Library
 Highlight a reference in your Library window
 Select References then File Attachments then
move cursor across to Attach File
 Select the file you wish to attach then click Open
(A copy of your file will be copied to the Data/PDF
folder which accompanies your Library and an
icon will appear in the Link to PDF field in the
Reference Window
 You may attach as many as 45 files to each
reference using Attach File

21. Deleting References
 To delete a citation:
 Click within the citation in the Word document, then select Edit
Citation . The Edit Citation Window will appear
 Highlight the citation to be deleted from the left-hand pane, click ,
Remove then click OK. EndNote removes the in-text citation and
automatically updates the list of references.
 You must be sure that you want to delete a reference from your
Library because:
 each record in your Library is assigned a unique record number which is used
when you insert references from your Library into your Word document.
 Therefore you must not delete any references from your Library which you may have
used in your Word documents.
 If you delete any references from your Library which you have used in your Word
document and you need to reformat the references later in that document you will
not be able to do so.
 Therefore you should be cautious when deleting duplicate references from your
Library

22. YOU DID IT!!!

23. Manage Your EndNote Library
 If you want to customise your Library, that is:
 set a default library to open whenever EndNote is opened
 create customised fields to store quotes, course codes, etc
 change the Library Window display
 add text to multiple references simultaneously
 change EndNote fonts
 change the default Reference Type
 Search the content of an EndNote Library
 Use Term Lists to improve consistency and accuracy in your
Library
 Make a back up and compressed copy of your library.
Check this website for an online tutorial to learn how!
http://www.newcastle.edu.au/service/library/tutorials/endnote/man