The document provides instructions for using various features of EndNote X7 including importing references, searching databases, entering references manually, organizing references into groups, finding full text documents, citing references in Microsoft Word, and formatting bibliographies. Steps are outlined for tasks like opening EndNote, adding references from folders or databases, finding and removing duplicate references, sorting references, and linking files and URLs to references.

1. EndNoteX7
1. Start
Open Program
1. Start > Programs > EndNote >EndNote Program.
2. The first time select Create a new Endnote library.
Entering and Editing References
1. Import Method
Searching Remote Databases (Online Search)
1. Tools menu > Online Search > Select the online database that you would like to
search, and then click Choose
2. Type your keyword and then click Search
3. Click OK to retrieve the references.
Importing Reference Data into EndNote
1. Open the library
2. File menu, select Import > Folder
3. Click the Choose button
4. Select the needed PDF folder, and then click OK.
5. If the selected folder lists subfolders, click the "Include files in subfolders" check box
to include PDF files in those sub-folders in the import operation.
6. Click Import
2. Direct Export form data base (Web browser)
3. Entering References
1. References Menu > New Reference (CTRL+N).

2. 2. Select a Reference Type
Can type Author 2 methods : “First Middle Last” such as “Carol Margaret
Jacobson” or “Last, First Middle” such as “Jacobson, Carol Margaret.” If you have any
author click “enter” for new line.
*** special author
de Young, John Robert, Jr.
University of California,, Berkeley
3. close windows : File menu > Close Reference (CTRL+W)
2. References Management
1. Add References
- Add all reference in the library
- Between libraries > Drug and Drop
- copy and paste Between libraries
2. Finding Duplicate References
1. Form References menu > Find Duplicates
2. Click Keep This Record to save that particular reference and throw the other one in
the Trash.
Click Skip to leave both references in the library.
Click Cancel to stop the Duplicate References operation
3. Deleting Reference and Library
1. Open Library
2. Select (highlight) those references you want to delete.
3. - Drag the selected references and drop them on the Trash group.
- From the References menu, select Move References to Trash.
- From the Edit menu, select Clear.
4. Sort References

3. 1. From the Tools menu, select Sort Library.
2. Select one or more field names from the menus. Enter the field names in the order
you want the references sorted.
3. Click the button to the right of each field to indicate ascending or descending order.
4. Click OK.
5. Search references
1. Tools menu select Search Library (CTRL+F) or click Hide Search Panel on the top
page
6. Link Figure and URL
To link a file to the “URL” field in a reference:
1. Open reference for need link
2. Select field URL type URL :
http://www.endnote.com
ftp://ftp.cuteftp.com
To link a file to the “Figure” field in a reference:
1. Open reference for need link
2. References menu select Figure > Attach Figure
3. Select figure for link
To link a file to the “Link to PDF” หรือไฟล์ประเภทอื่น field in a reference:
1. Select a reference in the Library window
2. References menu > File Attachments > Attach File
3. On the file dialog, select a file to link to the selected reference
4. The check box along the bottom titled "Copy this file to the default file folder and create
a relative link."
o Select the check box to copy the original file and place the copy in the DATAPDF
folder that is part of your EndNote library.

4. o Deselect the check box to always have EndNote look in the original folder for the
inserted file.
5. Click Open
7. Exporting
1. Select References for Export
2. File menu > Export
3. create file name
4. Save as type select Rich Text Format [*.rtf]
5. Click Save
8. Subject bibliography
1. Select Subject Bibliography in Tools menu
2. Select Fields
3. Click OK
9. Groups
Custom Groups
Creating a Custom Group
1. From the Groups menu, select Create Group.
2. Select references in a reference list, then go to the Groups menu and select Add
References To > Select Group.
Smart Groups
Creating a Smart Group
1. From the Groups menu, select Create Smart Group. A search dialog appears.
2. Enter a name for the group

5. Combination Groups
Creating a Combination Group
1. From the Groups panel, select Create from Groups to display the Create from Groups
dialog.
2. Enter a name for the combination group.
3. Use AND, OR, NOT to include or exclude custom and/or smart groups in your
combined group set.
10. Find the Full Text
To find the full text for a reference:
1. Select the reference(s) to which you want to add full text.
2. References Menu > Find Full Text > Find Full Text
3. Cite While You Write with Microsoft Word
1. Single file
MS Word 2007 or 2010
1. Position the cursor in the text where you would like to put the citation.
2. EndNote tab click Go to Endnote.
3. Highlight the desired reference(s) in your EndNote library
4. Form Tools menu > Cite While You Write [CWYW] click Insert Selected Citation(s)
5. Save file
2. Multiple file
Method 1
MS Word 2007 or 2010
2.1 Link references in document file
2.2 Form EndNote X6 tab Click Convert Citations and Bibliography >
Convert to Unformatted Citations
2.3 Save and close all file
2.4 Open new blank

6. 2.5 Select Outline in View menu and then click Show Document in Master Document
group click Insert. Insert all files.
2.6 Go to EndNote X6 tab click Update Citations and Bibliography
2.7 Select style and click OK
Method 2
2.1 Link references in document file
2.2 Form EndNote X6 tab Click Convert Citations and Bibliography >
Convert to Unformatted Citations
2.3 Save as > Save as type to Rich Text Format [*.rtf] and close all file
2.4 Go to EndNote program, Tools menu > Format Paper select the 2.3, respectively
3. Creating Multiple Bibliographies in a Single Document [Sections (Microsoft
Word Only)]
3.1 Form Edit > Output Styles > Edit “…”
3.2 Output style options choose Sections :
- Create a complete bibliography at the end of each document
- Create a bibliography for each section in the document
- When the check box is blank (list number for each section)
- When the check box is selected (list number all document)
- Create a bibliography for each section and a complete bibliography at the end of the
document
3.2 File menu - Save As
3.3 In Microsoft Word click Page Layout - Breaks - Next Page
3.4 EndNote tab select Style
Working with a Manuscript or CWYW (Delete field codes of EndNote)
To remove field codes and save the formatted citations and bibliography as text:

7. MS Word 2007 or 2010
1. EndNote X6 tab click Convert Citations and Bibliography select Convert to Pain
Text
2. File menu select Save As, create file name click OK
Siracheep Khondok
Librarian
Mahidol University Library and Knowledge Center