Fundamentals of EndNote X6 - NUS Libraries

Fundamentals of EndNote X6 

with CWYW using MS Word 2010 

NUS Libraries 

EndNote Team 

askalib@nus.edu.sg 

6516‐2029

Online Guide 

http://libguides.nus.edu.sg/endnote

Outline 

PART I 

Introduction to EndNote & workflow 

Adding references to your library 

Managing references: groups & duplicates 

PART II 

Cite While You Write Wi 

Backing up and recovering 

EndNote vs. EndNote Web 

3

Citations & Bibliography 

Two places to cite the references you have used: 

• within a sentence (in‐text citation) 

In‐text Citation 

Herring and Paolillo (2006) found that the genre of a web entry, rather 

than the gender of the writer, affects the style of writing. 

• at the end of the document (bibliography/references) 

Bibliography/Reference 

Herring, S. C., & Paolillo, J. C. (2006). Gender and genre variation in 

weblogs. Journal of Sociolinguistics, 10(4), 439‐459 

459. 

4

Introduction to EndNote 

A software that: 

• stores and organises references from 

many sources 

• inserts these references into a Word 

document, and 

• automatically formats your references 

according to a predefined dfi dcitation ti style tl 

5

Workflow 

1. Create an EndNote Library 

2. Add references to the EndNote Library 

3. Manage references: using groups & finding duplicates 

4. Insert references in MS Word (Cite While You Write) 

5. Change citation style and edit preferences 

6

Installing EndNote for PC 

Contact NUS IT Care (x62080, itcare@nus.edu.sg) for installation issues 

http://libguides.nus.edu.sg/endnote 

7

Installing EndNote for Mac 

Email software administrator for instructions 

8

The EndNote Library 

Contains all your references. No limit to number of 

references, but

Step 1: Create an EndNote Library 

Hands-on 

a. All programs > EndNote > EndNote Program 

b. File > New 

c. Filename: Project (*.enl) 

d. Save 

10

Step 2: Add References to the Library 

Direct 

Export 

Online 

Search 

Import 

PDF 

Manual 

Inputting 

Import 

File 

EndNote 

Library 

MS Word 

Cite While You Write 

11

Method 1: Direct Export 

Export references directly from a database 

Steps: 

1. At the database, select the records you want 

2. Save, output, export or send to EndNote 

(sometimes lbld labeled as “RIS format”) 

3. Click “Open” to transfer records to your EndNote 

library 

12

Method 1: Direct Export (WOS) 

1. Mark the records 

2. Click on EndNote

Method 1: Direct Export (PubMed) 

1. Mark the records 

2. Send to>Choose 

Destination>Citation Manager

Method 1: Direct Export (FindMore)

Method 2: Online Search 

Search free databases and library catalogues (e.g. our 

library catalogue, Library of Congress) 

Steps: 

1. Go to Online Search Mode > More 

2. Select a free database or catalogue, e.g. NATL U of 

Singapore 

3. In the online search pane, search by exact title of 

book 

4. Copy the reference to Local Library Mode 

16

Method 2: Online Search 

1. Click on Online Search Mode (Temporary Library) 

Search by the exact title 

2. Select more 

17

Method 3: Import PDF Files 

Extracts references from PDF files 

PDF must stcontain a Digital Object Identifer (DOI) and is 

not a scanned document. 

Steps: 

1. In EndNote, go to File > Import 

2. Choose either file or folder, and change Import 

Option to PDF 

Note: If the author, title, journal, etc, fields are not autopopulated, 

the PDF is of the wrong format 

18

Method 3: Import PDF Files 

19

Method 4: Manual Inputting 

Link to the video: http://youtu.be/30u5 _ b9d5D4 

20

Method 5: Import File 

Used when references cannot be exported to EndNote 

Note: 

• Very few databases, e.g. China Journal Net, Factiva 

• Requires saving a file and using the correct filter 

• For instructions, check the EndNote LibGuide 

21

Add References to the Library (Re‐Cap) 

Direct 

Export 

Online 

Search 

Import 

PDF 

Manual 

Inputting 

Import 

File 

• Most popular 

databases 

• FindMore@NUSL 

• Google Scholar 

• Library 

catalogues 

e.g. NUS, LOC 

• Only for PDFs 

with DOI no. 

and is OCRable 

• Use as last 

resort 

• Few databases 

e.g. Factiva 

EndNote Library 

MS Word 

Cite While You Write 

22

New In EndNote X6 

23

Managing References: Custom Groups 

Create folders to group (categorise) references 

Go back to All References. 

Select references and drag into custom group. Alternatively, 

right click on the references > Add References To > My Groups 

24

Managing References: Smart Groups 

Automatically group references based on your search 

1 

criteria, e.g.: eg:author/year/title contains/is/word 

2 

begins with… 

Note: Any references added d to EndNote will be 

automatically filed in the group, with immediate 

effect 

25

Step 3: Duplicate References 

To set criteria: 

• Edit > Preferences > Duplicates 

To find duplicates: 

• References > Find Duplicates 

26

Recap 

PART I 

Introduction to EndNote & workflow 

Adding references to your library 

Managing references: groups & duplicates 

PART II 

Cite While You Write Wi 

Backing up and recovering 

EndNote vs. EndNote Web 

27

Cite While You Write (CWYW) 

• Use MS Word to insert citations into your paper. 

• Create a paper with properly formatted references, 

bibliography, figures & tables. 

• Do NOT edit the references in Word, but in EndNote 

Library only. 

• To locate citation and bibliography fields, change the 

MS Word’s Field Shading option. 

28

EndNote Tab & Field Shading 

If EndNote is properly installed, you will see the EndNote 

tab in Word 

After you add references, Field shading shows up as text 

highlighted in grey. 

29

Setting for Field Shading in Word 

Top left corner: Drop down arrow > More Commands > 

Advanced > Show document content > Field shading > 

change to “Always” 

30

Inserting Citations 

Method 1: Find Citation 

a. EndNote X6 tab: 

Insert citation > Find Citation 

b. Search for a word in any field (e.g. title, author) 

c. Select the references that you want to insert into your 

paper 

Method 2: Insert Selected Citation(s) 

a. In EndNote library, select a reference you want 

b. Go to Word and place cursor at insertion point 

c. Click on Insert Citation > Insert Selected Citation(s) 

31

Editing Citations & Library References 

b 

a 

a. This is where you 

remove a citation if you 

no longer want to cite it. 

Or, edit a reference 

instead of changing it 

manually on the Word 

document. 

b. Use this to exclude 

author or year in the intext 

reference, or add 

page number. 

32

Change Style & Create a Bib Section 

To change the citation style 

EndNote X6 tab: 

Click on Style > Select Another Style… 

To create bibliography section* 

a. Bottom right corner of Bibliography 

group > Layout > Bibliography title 

b. Type References (or Bibliography) 

*The bibliography section appears only when you 

insert a citation 

33

Convert to Plain Text 

EndNote X6 tab > Bibliography Group > Convert 

Citations and Bibliography > Convert to Plain Text 

A copy of the Word document will be created with no 

field codes. 

Used before sending document to a publisher or IVLE, 

as the field codes may interfere with other software 

34

Backing Up Library (1) 

Method 1: Save a Copy 

Creates an exact copy of the library xxx Copy.Data 

and xxx Copy.enl 

• File > Save a Copy… 

35

Backing Up Library (2) 

Method 2: Compress Library 

Saves the .enl file and .Data folder into a compressed file 

• File > Compressed Library (.enlx) 

• To restore: File > Open > Open Library… 

36

Export Travelling Library 

Exports all the references used in your current Word 

document to another (or new) library 

• EndNote X6 Tab > Tools Group > Export to EndNote 

> Export Traveling Library 

37

EndNote vs EndNote Web 

Feature EndNote EndNote Web 

Organize references Yes Yes 

Store and cite images and objects Yes Yes 

Find full text articles automatically Yes No 

Link to PDF files Yes Yes 

Format bibliographies Yes Yes 

Online database searching Yes Yes 

Import filters for online databases 700+ predefined; create your own 700+ predefined 

Operating System MacOSX&Win Win, Mac & Linux 

Access to references Desktop & Network Web browser 

Multi-user access (network or Web) No Yes 

# of output styles 5,000+ predefined; create your own 3,400+ predefined 

Database size Unlimited Unlimited 

Max # of References Unlimited 25,000 

Max # of fields 52 50 

Max # of Reference Types 46 39 

Create table and figure lists Yes No 

Subject Bibliography Yes No 

Spell Check Yes No 

Create a list of "favorite" styles Yes Yes 

Reference grouping Yes Yes 

Create Smart Groups for instant sorting Yes No 

Advanced searching capabilities Yes No 

Search across multiple databases Cite While You Write No 

Integrated in MS Word Cite While You Write Cite While You Write (optional installation) 

http://www.myendnoteweb.com/ 

38

More Information 

EndNote LibGuide 

EndNote X6 User’s Guide 

Endnote Training YouTube Channel 

EndNote Updates 

Output Styles 

Connection Files 

Microsoft Word Templates 

Frequently Asked Questions 

Contact NUS Libraries’ EndNote team: askalib@nus.edu.sg 

39

Thank You! 



Email: askalib@nus.edu.sg 

Tel: 6516‐2029

Fundamentals of EndNote X6 - NUS Libraries

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