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A collection of references in EndNote is known as a library. You can build up your EndNote library in various ways:
You can manually add individual references to EndNote. If you have references already stored in Word you can create a record in EndNote for each item and copy and paste the data into the appropriate fields.
To add a new reference to your library:
This is a quick and easy method of building your EndNote library, useful if you already have a number of saved PDFs. You can import PDFs into EndNote individually or in batches. EndNote will create a record for each and automatically attach the PDF to it. Note that it is necessary for the PDF to include a DOI for this to work properly. If a PDF does not include a DOI then most of the fields in the EndNote record would be blank and you'd have to manually add the details (see Adding references manually, above).
To import one or more PDFs into EndNote:
EndNote allows you to store PDFs alongside the associated references in your library. As you import a reference or set of references, EndNote desktop will automatically search for the full text, and will attach a PDF to the reference if one is found. Results of this automatic process are shown at the bottom of the groups panel.
You can also ask EndNote to search for and attach a single PDF for an existing reference:
Note that EndNote does not automatically search our subscription databases so you may need to manually attach PDFs to some references. To do this:
You can manage your references in EndNote Desktop in various ways:
You can store references within a Library in groups, and references can belong to more than one group. This is more versatile than having separate libraries as you do not need to duplicate key references and can have a group for each project you are working on. Groups appear under My groups on the left of the EndNote desktop screen.
To create and add references to a group:
There are a couple of ways of editing multiple references in EndNote desktop, for example to insert the name of the database where you found them.
When you have selected your references, you can edit them in the following way:
Once you've edited your references, it's easy to locate them in your library. Use the search box at the bottom of the screen and search, for example, for ASSIA in the appropriate field.
EndNote desktop and Web versions are designed to work with each other, so you can use both products if you wish. For example, you might choose to use EndNote Web at home in conjunction with EndNote desktop while on campus.
References can be transferred from your EndNote desktop Library to your EndNote Web Library and vice versa. Note that these will be 2 separate Libraries and you cannot automatically synchronise them, so when you add a new reference to one of the Libraries, it will not appear in the other Library unless you choose to transfer it.
Below are instructions on how to transfer references between EndNote desktop and EndNote Web.
If you are currently using several EndNote desktop Libraries and wish to merge them into one:
Note that each reference you add to an EndNote desktop Library will be assigned a unique record number. If you merge 2 or more EndNote desktop Libraries as described above, the references from the imported Libraries will be assigned new record numbers in the order they are added, so a reference that was #15 in one Library could become #225 in the merged Library.
If you try to combine several Word documents and EndNote Libraries, the codes in the Word document will be pointing at the old EndNote reference number (e.g. #15) not the new reference number (e.g. #225), so all the in-text citations and consequently the bibliography will be inaccurate. If you have started doing this the situation is retrievable but will take time to sort out, depending on the size of the manuscript. Firstly, if you have been formatting references as you go, you will need to unformat all the citations. Next format the bibliography. EndNote will go through the entire document stopping at each in-text citation and asking you to re-select the correct reference. When this process is completed you can format the bibliography again.