EndNote

This video shows how to install a UOW licensed version of EndNote.

Firstly we show the location of the downloaded zip folder in different browsers and secondly how to extract and install the file to ensure that you have the UOW licensed version.

You can download EndNote for Windows and Mac from our Endnote website uow.edu.au/Library/Endnote.

We will be demonstrating using Windows.

Please note that if you are using a Mac we highly recommend you use the Firefox browser when working with EndNote. Safari and EndNote do not always work well together.

Downloading EndNote

From the UOW EndNote website, click “Download EndNote zip file”.

Log in with your UOW username and password.

In this part of the video, the screen shows the location of the zip folder for three different browsers.

In Google Chrome, the downloaded zip folder will be at the bottom left of your browser, click this folder to open.

For Firefox, you will see a pop up box. Select Save As, Click OK. The downloaded zip folder will be at the top right of your browser, click this folder to open.

For Microsoft Edge, you will see a pop up box at the bottom of the screen for the downloaded zip folder. Select Open.

Installing EndNote

This part of the video shows how to install the UOW licensed version of EndNote for Windows.

The screen shows the Downloads folder containing files ending in .inst and .dat. The steps will be the same irrespective of the browser you use.

This next step is important to ensure that you have a UOW licensed version of EndNote and not a 30 day trial.

Place your curser slightly to the right of the .inst file.

Right click and select Extract All.

Make sure “Show extracted files when complete” is ticked.

Click Extract.

Double click the .inst file, this will install the UOW licensed version of EndNote.

Create a new EndNote Library

To create an EndNote Library in EndNote20 click 'File' in the top menu bar and select 'New'. A save window appears. The default file name is 'My EndNote Library', you can change this if you wish. Click 'Save'. Your references will appear under 'All References' once you've added them.

Add a reference manually

There are many ways to add references. We are going to add references manually, through direct export from a database. To add a reference, click on 'References' in the top menu bar and select 'New Reference'. The default reference type is Journal Article. In most cases you can directly export into EndNote, however if you wanted to add a website as a reference you will need to add it manually.

Change the Reference Type to Web Page using the drop-down menu and fill in the other required fields. Please note, if you are entering a corporate author, you will need a comma at the end so that EndNote doesn't think it is a person's name and formats correctly in your bibliography. Example: Australian Taxation Office(comma). Author names should be listed one per line and formatted as follows: surname, comma, space and initial. Be careful of punctuation as an error here will be an error in your bibliography. Once you have filled out the fields, click 'Save' at the top right of the form. Close the window by clicking on the x at the top right. We now have our first reference in our Library, it will appear under 'All References'.

Direct export from Library SEARCH

Go to the Library homepage and search for your topic in Library SEARCH. From your search results, select the references you want to add to EndNote by clicking the pin to the right of each title. This will save it to your favourites. To go to your favourites, select the pin icon from the top menu bar. Select one or more references to send to your EndNote Library by clicking the tick box to the right of the titles. Select the ellipsis beside 'My Favourites'. Select 'EXPORT RIS (ENDNOTE)', click on 'DOWNLOAD'.

Other databases will work in a similar way. Look for an export link or button, this may be under 'Save' in some databases.

Organise and delete your references

EndNote Groups are folders used to organise your references. Your EndNote Library could have hundreds of references, Groups help you organise them. Right click 'My Groups' from the left-side menu. Select 'Create Group' and give your group a name in the field that appears, press 'enter'. Within 'All References' highlight the references you would like to place into groups and drag and drop them into the group folder.

Groups contain a copy of your references. Deleting a reference from a group does not delete it from your Library. You can delete or rename groups by right clicking on 'My Groups' and selecting the relevant option.

To completely remove a reference, click on 'All References' from the left-side menu. Select the reference you wish to delete and drag and drop it into the Trash in the left-side menu. To remove it completely, right click on 'Trash' and select 'Empty Trash'. You will get the warning message that this cannot be undone, click 'Yes'.

Save your EndNote Library

EndNote uses two files to hold your references, your EndNote Library file and the associated data folder. These need to be together at all times. To make sure of this, do not move your EndNote Library into a different folder and always use the compressed Library for saving a backup.

To save your Library, click 'File' from the top menu bar and select 'Compress Library' (this will keep these two files together). A pop-up window appears, click 'Next'. A save window appears. Save onto your computer, a usb or in the cloud. Including the date in the file name is good practice. Do not open this file from the cloud as it may corrupt your Library, simply drag it back onto the computer you want to work on and then open the file and continue working.

In part two we will look at working with the EndNote toolbar in Word.

When you download EndNote, a new EndNote toolbar will be added to your Microsoft Word program. You can use the features of this tool to insert references and format your bibliography.

How to insert a citation in your Word document

Place the cursor where you want to insert a citation.

Select the reference from your Endnote library.

In your Word document, select the small drop-down arrow from the "insert citation" menu and then click on "insert selected citations".

To select multiple references: select them in your EndNote library. Hold CRTL plus click (on Windows computers) and command and click on macOS. In your Word document, click on "insert selected citations".

You can see the in-text reference being inserting correctly and the corresponding references are inserted in your bibliography, formatted to the referencing style you have chosen.

This can be changed to another style from the "Referencing styles" drop down box here (located in the top ribbon menu).

How to add a page number to an in text reference

As EndNote uses hidden field codes you will be unable to edit in Word.

If you need to add a page number, select "in-text reference".

Click "edit and manage citations", enter the page number and click ok.

How to delete a reference in your Word document

To delete a reference, highlight the in-text citation, click on "edit and manage citations", select "remove citation".

Errors in a reference

If you see an error, you will need to make the edit to the EndNote record.

For example, if I knew this was the wrong year, I would go to EndNote, open the record and make the change and save.

Then go back to your Word document and click "update citations and bibliography" to apply the changes.

Remember: the information in your Word document is being drawn from your EndNote library.