EndNote is a reference management software that allows users to organize references and citations and integrate them into word processing documents. The document provides instructions on downloading and installing EndNote, customizing preferences, and utilizing key EndNote features such as creating an EndNote library, importing references from databases and PDFs, finding full texts, and citing references in Microsoft Word. It also briefly outlines backup methods and additional help resources for using EndNote.

1. ENDNOTE FOR WINDOWS
UCT Libraries
2015

2. Outline
• Download & install
• Setting preferences (Recommended)
• EndNote features
• Create an EndNote Library
• Import references (Google Scholar, Web of Science & EBSCO Academic Search Premier)

3. Download & install
• Go to - ICTS Download @
https://www.icts.uct.ac.za/modules.php?name=Your_Account&page=Downloads
&pageop=AddDownload
• Download Endnote from the Windows Applications icon
• Open the Endnote icon on the Desktop
• Go to the File menu, select New and save a new library, e.g. ‘My Endnote Library’

4. Edit Settings
Go to the Edit menu choose Preferences to customize the recommended settings:
• Find Full-text
Search the Web for full-text.
• PDF Handling
Automatic renaming of PDF files, e.g. author, year, title.
• Sync
Allows synchronization with an online account. Set preferences and save a
username and password. Enable Sync button to activate the online account.

5. Find full-text
SEARCH FOR FULL-TEXT
(IF AVAILABLE)
Add OpenURL to allow
searching.

6. PDF Handling
PDF RENAMING OPTION
PDF Handling preferences
allow you to create better
organised and easily
searchable names for your
PDF documents imported into
a library.

7. Sync
SYNC ONLINE AND
DESKTOP LIBRARIES
Allows synchronization with
an online account.

8. EndNote features
SHARE YOUR LIBRARY
Collaborate with other EndNote
users.
INSERT CITATIONS
Export citations and
references directly into MS
Word.
SEARCH EASILY
Access thousands of online
resources within EndNote.
ORGANISE YOUR
REFERENCES
Create groups and drag
and drop your
references into them, or
create automatic smart
groups and EndNote
take care of this for you.
VIEW AND ANNOTATE
YOUR PDFs
Add sticky notes to your
PDFs and search for them
later. Use the built-in email
functionality to quickly share
a reference and its file
attachments with others.
SYNC YOUR LIBRARY
Sync across desktops,
online library as well as
iPad

9. How to get references into an EndNote Library
• Import PDF files or folders.
• Export from Google Scholar and databases, e.g. Web of Science.
• Search from within EndNote and import records.

10. Import PDF files or folders
IMPORT YOUR PDFs
Your PDFs are saved
automatically from a folder
on your PC.IMPORT PDFs
If you already have PDFs of
full-text articles on your
computer, you can start by
importing them into your
EndNote library. With your
library open, go to File>
Import – to import one PDF
or a folder of PDFs.

11. Export from Google Scholar (Method 1)
IMPORT REFERENCES
Many online databases give
you the ability to export
references to your EndNote
library. In Google Scholar
there is an option to ‘Cite’,
click on the link and send to
EndNote. The EndNote
option might also be labelled
as ‘RIS’.

12. Export from Google Scholar (Method 2)
IMPORT REFERENCES
Change Google Scholar’s
Bibliography manager
setting to show links to
import citations to Endnote.

13. Export citations from EBSCO Academic Search
Premier
IMPORT REFERENCES
Many online databases, for
example EBSCO Academic
Search Premier enable you
to export references to your
EndNote Library. Look for the
option to share/cite or
export. You will be prompted
to add your references to a
folder. (Note: should you
only wish to export one
citation you should not have
to export to a folder, but can
export the record directly.)

14. Export citations from EBSCO Academic Search
Premier
IMPORT REFERENCES
The references are in a
‘Folder’ which is created
automatically. You are
prompted to either print, e-
mail, save as file or export.
Choose the ‘Export’ option.

15. Export citations from EBSCO Academic Search
Premier
IMPORT REFERENCES
Save your citations to a file
formatted for option
appears, click on the Direct
Export in RIS Format (e.g.
CITAVI, EasyBib, EndNote,
ProCite, Reference Manager,
Zotero) option.

16. Results from EBSCO Academic - exported to EndNote
IMPORTED REFERENCES
References are saved
automatically into an
‘Imported References’ folder.
Search for the full-text with
the ‘Find full-text ‘option to
attach the PDFs. (Note: Find
full text might not work
with ‘session-based-log-in’
services such as EBSCO,
OVID, JStor, ProQuest.)

17. Export citations from Web of Science (Thompson
Reuters)
IMPORT REFERENCES
Many online databases give
you the ability to export
references to your EndNote
library. Look for the option to
save, export, or send to
EndNote. The EndNote
option might also be labelled
as ‘RIS’.

18. Search from within EndNote and import records
SEARCH FROM WITHIN
ENDNOTE
Online searching via the
Online Search Mode or
Integrated Library & Online
Search Mode allow for
searching from within
Endnote. In this example
Web of Science Core
Collection was the database.

19. Find Full-text
FIND ARTICLES
Use the ‘Find Full’ text
feature to search for
matching full text . (Note:
not all databases are
compatible with this feature.
You may also save a copy of
the article to your desktop
and attach this to the
citation. See also: Import
PDF files or folders)

20. Cite while you write
CITE WHILE YOU WRITE
Cite While You Write is an
EndNote application that can
be used in conjunction with
your word processing
software ,e.g. MS Word. It
allows you to format papers,
essays and other academic
writing by adding ‘markers’
while you write your
academic piece. Once
completed it will ‘format’ in
the style you require, e.g.
APA, Chicago, MLA or
Harvard. (Note: the software
will install automatically
once you download Endnote
to your desktop.)

21. Cite while you write
CITE WHILE YOU WRITE
Insert citations, either via
the Insert citation icon or via
the Go to Endnote icon.

22. Insert citation via Endnote
CITE WHILE YOU WRITE
Insert citations via Go to
Endnote.

23. Insert citation via Endnote
CITE WHILE YOU WRITE
Insert citations via the Insert
citation icon. In this example
the author is excluded as the
author names forms part of
the text.

24. Insert citation from within MS Word

25. Insert page numbers via Edit & Manage Citations
SAMPLE TEXT
Use ‘Edit & Manage
Citations’ to include page
numbers or further
manipulation of citations.

26. APA 6th edition – sample text

27. Back-up
Three recommended back-up methods:
• Back-up of ‘My Library’ by synchronizing to the Online/Web Library.
• From the ’File’ menu, select ’Compressed Library’ (.enlx) and then ’Create’ a back-up. Use the
file dialogue to save to an ‘EndNote Compressed Library’ (filename.enlx) to a location other
than your local drive, e.g. Dropbox.
• With a library open, choose ’Save a Copy’ from the ’File’ menu. Name the new library and
choose a location other than your local drive, e.g. Dropbox. Click ’Save’ and ‘EndNote’ will
create a copy of the library.

28. Additional help
• UCT Libraries Endnote information
• UCT Libraries Endnote Library Guide
• Endnote Training Guides