This document provides a step-by-step guide to using EndNote X7 software. It outlines how to create and manage an EndNote library, select bibliographic styles, import references from databases like Web of Science, insert citations into a Word document, and attach files and figures to EndNote records. The guide is intended to introduce basic EndNote features and functions.

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A Step-by-Step Guide to EndNote X7
David E. Hubbard
hubbardd@library.tamu.edu
September 3, 2013
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Table of Contents
Section Slide Number
Introduction 3
Where to Get Your Free Copy of EndNote 4
Create New Library 5
Select Style 6
Edit Style 9
Select Journal List 16
Download and Import References from Web of Science 22
Using Cite While You Write to Add References to Your Paper 30
Setting Up Full-Text Access from EndNote 38
Attach a File to an EndNote Record 44
Attach a Figure to an EndNote Record 49
Insert a Figure into a Word Document 51
Creating an Independent Bibliography 54
Saving and Sending EndNote Files 56
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Introduction
• EndNote X7 Software allows you to manage and build
bibliographies. It also takes citations downloaded from databases
and converts them into a consistent format that matches almost
any bibliographic style you might need. The Cite While You Write
feature allows you to effortlessly transfer citations from your
EndNote library into a Word document. When you finish your
paper, your reference list and bibliography will be done.
• This brief guide is intended to introduce the basic features of
EndNote X7. There is generally more than one way to accomplish
most tasks within EndNote. As you use EndNote you will
determine the most efficient way to use the various features.
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Where to Get Your Free Copy of EndNote
Texas A&M University students, faculty and staff can obtain a free
copy of EndNote X7 for personal use through the Computing and
Information Services (CIS) website.
Go to Academic Software Sales https://software.tamu.edu to order
your copy. After placing the order, CIS will send a zipped file
containing the EndNote program to install on your computer.
Additional Training Resources
Thomson Reuters offers a number of EndNote tutorials, including
How to Use EndNote in 7 Minutes, Importing PDFs, and Cite While
You Write. http://endnote.com/training.
There is a EndNote Help manual (478 pages) included in the
download of the program. The manual is located in your EndNote
folder (Program Files -> EndNote X7 folder).
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Create New Library
Important: Keep the library you want to use open so
records will go into it when you import. EndNote
does not ask which library you want to use.
1. Decide where to save it. I use My Documents.
2. Give your library a name and click “Save.”
NOTE: If you do not give the
library a name, EndNote will
give it a generic name.
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Select Style
To select the style for your references
or bibliography, use the drop down menu
and choose “Select Another Style.”
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Browse the list
with the scroll
bar or use the
Quick Search to
search by style
name.
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1. Select your
desired style and
click “Choose.”
2. Click “x” to
close window.
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Edit Style
1. To edit the style for your
references, click “Edit.”
2. Click “Output Styles”
3. Click “Edit Accounts
Chemical Res” or the name of
the style your want to edit.
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Select what you want to edit.
Under Bibliography is Templates, which governs
what parts of the reference are shown (e.g.,
whether the article title or issue number are
included or not) in the list of the references.
Layout governs aspects such as indentation,
numbering, how reference wrap around onto
subsequent lines in the references.
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No edits are needed to the journal template.
To edit a style, place your cursor where
you want to add a field or edit the style.
Clicking on the “Insert Field” button gives
you a list of fields that can be inserted.
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If you need to change the indentation or
other aspects of the reference layout,
use “Layout” under Bibliography.
In this case, the indentation and
parenthesis around the Bibliography
Number will be removed from the
layout. See next slide for those edits.
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The layout has been edited. The indentation and
parenthesis around the Bibliography Number
have been removed.
Change the Hanging Indent to “All paragraphs.”
This change will cause the reference to align when
the text wraps onto subsequent lines.
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1. Select “Journal Names”
2. Select “Abbreviation 1”
3. Use the “x” to close window.
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Click “Yes” to save changes.
When asked, give your edited style a different name so it will be saved.
Then be sure to select the modified style.
If your edited style name is not listed in the list of styles, got to Edit/Output
Style/Open Style Manager and put a check beside your edited style. Then
using the “x” to close the window. The edited style should then appear.
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Select Journal List
1. To import a list of journal title
abbreviations, click on “Tools.”
3. Select “Journals Term List”
2. Select “Open Terms Lists”
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1. Select “Journals”
2. Select “Import List”
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1. Navigate to your EndNote folder. This is
often located in your Program Files.
2. Select “Terms Lists” and Click “Open.”
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Select the journal abbreviation list
for your subject and click “Open.”
Note: You can import journal
abbreviation lists from other sources
provided they are text files.
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Click “OK” to
complete the
import process.
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1. Click “Terms” to see journal titles and abbreviations.
2. Click “Close”
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Download and Import References from Web of Science
1. Select “Databases”
2. Enter the name of the database.
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Click “View Online” to open Web of Science
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1. Enter search terms: “liquid alkanes*” and biomass
2. Check the citation databases you want.
3. Click “Search”
Note: You can limit your
search to a particular
journal, year(s), etc.
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1. Select the citations you want to export to EndNote.
Select specific citations (preferred method), all citations
on the page, or a range of citations (e.g., 1-48).
2. Click drop down menu
and select “EndNote.”
3. Select “Author, Title,
Source, Abstract “
4. Click “Send”
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If prompted, select “EndNote” and click “OK.”
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Occasionally you might see the following
message, just click “Send” as indicated.
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Click once on a citation to preview.
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A double-click on a citation opens
the record. In addition to being
able to view the entire record, it
can be edited and augmented.
Click the small black “x” to close the
record or use File/Close Reference.
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Using Cite While You Write to Add References to Your Paper
1. Open the EndNote library that
contains the references you wish to cite.
2. Start Word and open the paper you
are writing. Click the EndNote tab.
3. Position the cursor in the text where
you would like to place the citation.
4. On the EndNote tab, click “Insert Citation”
and then select “Find Citations.”
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1. Enter the
search term(s)
2. Click “Find” 3. Select the
citation to insert
4. Click “Insert”
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1. Be sure you are using the correct style,
especially if you modified the default style.
2. The in-text citation was inserted. Superscript number for ACS.
3. The reference was formatted
for the style selected.
Note: If the journal title is not abbreviated, you may need to manually edit
or add the abbreviation (Tools/Open Term Lists/Journals Term List).
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Use “Bibliography” to
change the spacing
between the citation
number and the citation.
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1. To insert a citation from EndNote,
identify and highlight the citation(s).
Note: Remember to place the cursor
where you want the citation to go in
your paper before the next step.
2. Click the insert button.
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Note: To edit or delete a citation, use the “Edit
& Manage Citation(s)” tool.
1. Place your cursor in the Word document.
2. Click “Edit & Manage Citation(s)”
to open the editing window.
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You can make changes to your citations
here. In this case, we will remove the
first citation by clicking “Remove
Citation” and then click “OK.”
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Note: The first citation was removed and
subsequent citations were renumbered.
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Setting Up Full-Text Access from EndNote
Click “Preferences” from the “Edit” menu.
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1. Click “Find Full Text”
2. If needed, check “OpenURL” box and change “OpenURL Path” to:
http://lib-ezproxy.tamu.edu:2048/login?url=http://linkresolver.tamu.edu:9003/tamu
3. If needed, change “Authenticate with” to the following:
http://lib-ezproxy.tamu.edu:2048/login
4. Click “OK”
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1. Click “URLs & Links” 2. Delete “?sid=ISI:WOS&” and have the new
start be “?aufirst=AUFIRST…”
4. Click “OK”
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Selecting “References”, “URL” and
then “OpenURL Link” will result in
EndNote searching for the full-text
via the Libraries’ e-Journals search.
Selecting “Open URL” will link you
back to the source for the record (if
a URL is present). In this case, it links
to the record in Web of Science.
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Selecting “References” and then
“Find Full Text” will result in
EndNote searching for the full-text
and attaching the pdf to the
record in your EndNote library.
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Attach a File to an EndNote Record
To attach files to an EndNote
record, click “References”, “File
Attachments”, and then “Attach
File.”
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1. Navigate to the file that you want to attach and select.
2. Click “Open” and the
file will attach.
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Note: You can also drag and drop a file into an EndNote record
and it will be automatically inserted into the proper field.
File attachments can be opened by double-clicking on the pdf.
You can have up to 45 file attachments per record. Records
with file attachments have a paper clip icon beside the entry.
When closing the EndNote record, it will ask if you want to save since the
record has been edited. Select “Yes” to save the record with the pdf.
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To attach a figure/image to an EndNote record,
select the record and then click “References”,
“Figure”, and “Attach Figure.”
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Browse to find your figure/
image by clicking “Choose File…”
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Attach a Figure to an EndNote Record
1. Browse to figure/image you want. In this case, I
browsed to my desktop and selected an image
from the article I saved earlier.
2. Click “OK”
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Figure was attached.
Enter a caption to aid in
finding the figure later.
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Insert a Figure into a Word Document
2. Position the cursor in the Word document.
1. Open the EndNote library that contains the figure.
3. Click “Insert Citation” and
then click on “Insert Figure.”
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1. Enter the name of the figure (i.e., caption) 2. Click “Find”
2. Once the figure is located,
highlight and then click “Insert.”
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The figure and caption
have been inserted into
the document.
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Creating an Independent Bibliography
1. Select the style you want from the drop down menu.
2. Select the citations you want. Hold down the Ctrl
button to select multiple citations
3. From the “Edit” menu, select “Copy Formatted” to
copy the citations to the clipboard.
4. Open a Word document and place the cursor where
you want the citations to appear. Then Paste using
(Ctrl+V) to create the bibliography.
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Example of an independent bibliography. Use standard
Word commands to edit. For example, use the Ruler to
adjust the hanging indent or Paragraph to adjust the
spacing between citations.
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Saving and Sending EndNote Files
Note: An EndNote library consists of two
files. To save or send your EndNote library
you must save or send the two files together.
You can use the “Compressed Library” to
ensure the two files are saved and send
together.
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