February 2008 Page 1 of 27
Introduction to Endnote X1
and Endnote Web
Medicine & Health Sciences Faculty Team
University of Nottingham
February 2008 Page 2 of 27
EndNote is a reference database--it specializes in storing, managing, and
searching for bibliographic references in your private reference library.
EndNote is a bibliography maker--it builds lists of cited works automatically. Use
EndNote to insert citations into word processing documents and later scan those
documents for in-text citations to compile a bibliography in any format that you
EndNote is an online search import tool--it provides a simple way to capture
references from online bibliographic databases, library catalogues etc and import
them directly into EndNote.
The University of Nottingham has a site licence for Endnote and the software can be used
via the Novell Applications Launcher on PCs in the libraries, Computing Centre and other
If you use a University PC, you can install the Endnote software. Contact MHS-IT-
[email protected] to make a request for the installation. For further information
For off-campus use a personal licence is required. Students can purchase a copy at
http://edustore.adeptscience.co.uk for approximately £66.
Adept Scientific plc,
Herts, SG6 1ZA. UK
Tel: 01462 480055
Fax: 01462 480213
e-mail: [email protected]
More information about Endnote and a free demonstration version can be obtained from the
EndNote web site at http://www.endnote.com/
February 2008 Page 3 of 27
Introduction to the EndNote Library
Start EndNote and use a sample library
During the session, you will be using Endnote on the NAL. A sample Endnote Library has
been made available, in order for you to practice using some of the features of Endnote
1. From the NAL menu click Microsoft Office & Tools and then click on the Endnote X1
icon in the right hand box to start the package.
2. Click on cancel, to open Endnote. Endnote needs to be open to enable access to the
3. Once Endnote is open, go to File >Open >Open Library
4. Browse to Endnote_examples on Apps2
5. Click on Paleo.enl and click on open. A message will inform you that you cannot
save changes, click through this.
6. To be able to practice using the Endnote library you will need to save a copy of it.
Go to File >Save a copy. Save the file to your personal space on the Z drive.
Creating your own Endnote Library
1. When opening Endnote for the first time, Endnote will automatically default to give
you the option to „Create a new Endnote Library‟ Click on OK or choose to „Open an
existing Endnote Library‟. You can set the default to open an existing library once
you have created one.
2. Type in a filename for your library eg Newrefs and save the file.
3. Start adding references to your new library. There are two ways of adding
Typing in references manually
Importing references automatically from an online database
Opening the Endnote program on your own PC
1. Go to Start >Programs
2. Follow the instructions as above for creating your own Endnote Library
February 2008 Page 4 of 27
Create a New Reference Manually
Choose New (Ctrl+N) from the References menu. An empty Reference window opens with
the words "New Reference" displayed at the top.
New references always appear as journal articles but can be changed to any other type of
reference using the Reference Type menu at the top of the Reference window.
Enter the information in the relevant fields: author, title, date etc. Move between fields by
pressing Tab. No extra punctuation is entered into the reference; EndNote adds the
necessary punctuation and text style changes to the references when it creates a
Close the Reference window by clicking the cross in upper right-hand corner of the window,
or by choosing Close Reference (Ctrl+W) from the File menu. All information is
automatically saved when you close a window. Your new reference should now appear in
the Library window.
You have now created a library by inputting references manually. The next set of
exercises look at handling references in a library.
When you open a Library you see the Library window listing all of the references that the
The parts of the reference which are displayed in this brief view are usually; author
surname, year, title, reference type and URL. . If you highlight a particular reference and
select the „Show preview‟ option in the bottom right hand corner of the screen, more detail
is shown in the lower half of the window. You can browse through your reference library by
using the scroll bar, the scroll arrows, or the Page Down, Page Up, Home, End, and Arrow
February 2008 Page 5 of 27
February 2008 Page 6 of 27
Select & Open a Reference
To work with specific references you must first select them in the Library window by double
clicking on the required reference.
The Reference window opens to display all of the information associated with the reference.
This is where you enter or edit information for a reference. The citation information
displayed at the top of the Reference window (eg. Veenema, 2001 #8) is used by EndNote
to match citations in a word processed document to references in a library. (See using
Endnote with a Word Processor on page 12).
To view the rest of the reference, use the mouse to scroll down through the Reference
window, or press the Tab key to move forward from one field to the next. Press Shift+Tab
to move backwards through the fields.
The window may also be resized by clicking and dragging the lower right window corner. To
reposition the window, click on the title bar and drag the window to the desired location.
Closing and saving a reference
Close a reference by clicking the cross in the upper right-hand corner of the Reference
window. You can also choose Close Reference (Ctrl+W) from the File menu. EndNote
automatically saves all changes made to a reference when the Reference window is closed.
February 2008 Page 7 of 27
Search for a Set of References
Choose Search...(Ctrl+F) from the References menu, use the Quick Search or click on the
Use the quick
search to enter a
keyword in or click
on the binoculars to use the advanced search.
Type in a search term in the first search item field/box.
Select where you want the search term to be found using the drop down menu next to Any
Field, e.g., Any Field, Author, Title.
To find references from 2000 or later, type „2000‟ in the second search box. Choose Year
from the Any Field list box in the second search item box/field. Choose Is greater than or
equal to from the third drop-down menu box.
Search terms can be linked with AND, OR or NOT .
The Add Field button allows you to add another search term to your search strategy, click
More Options to locate this button.
A new window will appear showing just the references which match the search.
To return to the full set of references in your library, select All References from the Groups
Print the Found References
In order to print references as a standalone bibliography, first select a reference style (see
Select Other Bibliographic Styles) eg Author-Date or Numbered.
Highlight the references you wish to print out, using the Ctrl-Alt keys to select more than
February 2008 Page 8 of 27
Choose Print from the File menu. A standard print dialog will appear.
Click OK to begin printing.
Use the Print Preview option to review the format before printing.
February 2008 Page 9 of 27
References can be sorted from the display window. The references below are sorted
alphabetically, but by clicking on the header (e.g. Year, Title) references can sorted.
The Sort command can also
be used to sort the references in the Library window.
By default, the library window is sorted alphabetically by first author. To sort references by
other fields, choose Sort References from the References menu.
Use the drop-down menus to choose the field(s) to be used for sorting. Click on the button
to the right of the field to specify ascending or descending order. Click OK to sort.
Sort by author, year or title by
clicking on the header
February 2008 Page 10 of 27
Organise your references using groups
You can assign references into different groups to help you to organise your Endnote
Library. For example if you want to group all your references for Chapter 1 of your t