Endnote Guidelines

EndNote is a reference management tool that helps you collect, organize, and cite research materials. Here’s a basic guide to getting started with EndNote:

1. Installing EndNote

  • Download and Install: Obtain EndNote from its official website or through your institution if they provide it. Follow the installation instructions for your operating system.

2. Creating and Managing Libraries

  • Creating a New Library: Open EndNote and create a new library by going to File > New. Save your library file to your preferred location.
  • Organizing References: You can create groups to organize references. Go to Groups > Create Group and name it according to your project or topic.

3. Adding References

  • Manual Entry: To add a reference manually, go to References > New Reference. Enter the details in the fields provided and save.
  • Importing from Databases: Download references from databases like PubMed, Google Scholar, or library catalogs, and import them into EndNote. Use the Import function and select the appropriate file or format.
  • Direct Export: Many databases offer direct export options to EndNote. Look for the "Export" or "Send to" option and choose EndNote.

4. Managing References

  • Editing References: Double-click on any reference to open it and make changes. You can add notes, attachments, and more.
  • Search and Organize: Use the search bar to find specific references. You can also sort and filter references based on different criteria.

5. Citing and Creating Bibliographies

  • Using EndNote with Word: Install the EndNote plug-in for Microsoft Word. You can find it under the EndNote tab in Word. Use the Insert Citation button to add references to your document.
  • Choosing Citation Styles: EndNote supports various citation styles (APA, MLA, Chicago, etc.). You can select your preferred style in the Style drop-down menu within Word or in the EndNote library.

6. Synchronizing and Sharing

  • Syncing Library: Create an EndNote online account to sync your library across devices. Go to Edit > Preferences > Sync to set up synchronization.
  • Sharing Libraries: Share your library or groups with others by using EndNote’s sharing features. Go to File > Share and follow the instructions.

7. Backing Up Your Library

  • Backup Regularly: Regularly back up your EndNote library file and any associated files to prevent data loss. Use File > Save a Copy to create backups.

8. Additional Tips

  • Customizing Output Styles: You can customize citation styles or download additional styles from the EndNote website.
  • Using Notes and Attachments: Attach PDFs or other files to references for easy access. Add personal notes for additional context.