Frequently Asked Questions
Remember to use EndNote’s “Save a copy” command to backup your library on a regular basis; it will copy both files for you automatically. If you want to save your library in more than one location, it’s safest to use “Save a copy” to save the library to each location separately.
EndNote has thousands of different styles to choose from, but, beginning with version X3, not all of them are shipped with the program. First check the Output Style Manager (Edit → Output Styles → Open Style Manager) to see if the style you want is listed there. You can search the Style list by name or category.
If you don’t find the style you need, click the Get More on the Web button, which will take you to EndNote’s Output Style page. You can download all available output styles at one time or search for individual styles (instructions for downloading can be found at the top of the Styles page). If you do not have administrative access to your computer, you’ll have to ask your IT department for help with downloading the files.
Select the citation you need to edit, then click the Edit & Manage Citations button. Make sure that the citation you want to change is highlighted, then in the lower pane, on the Edit tab check the “Exclude Author” box to remove an author. You can also remove the year by clicking the “Exclude Year” box.
To add page numbers, enter the page number in the “Pages” box. You can also add a prefix or suffix (such as “c.f.”) on the appropriate box. Remember that EndNote will not let you make any changes that are not supported by the output style you’ve chosen. For example, if your output style uses numbers only, you can add a page number in the Edit box, but it will not appear in the citation.
Yes, EndNote automatically adds a unique number to each citation as it is added to your library.
If you’d like to make this number visible in the Library pane, go to the Edit menu, select Preferences, then in the EndNote Preferences window, choose Display Fields. Select a field that’s currently visible that you’d like to use, and use the dropdown menu to choose “Record Number”. Click OK to save the change.
Beginning with version X2, there are 3 modes that you can work in. The default mode is Integrated Library & Online Search Mode. When you use Online Search in this mode, all results from searches will be imported into your library. The second mode is Local Library Mode. In this mode, you can work only in your library, but you can't search databases. The third mode is Online Search Mode (Temporary Library). This is the mode to use when you want to do an online search but make selections from your results.
Icons for these modes can be found in the upper left corner of the library window, immediately to the left of the “Bibliographic Output Style” box. Click on the Online Search Mode icon, and conduct your search as usual. Click OK to confirm your online search, then make selections from the resulting list by highlighting. When you’ve chosen the citations, right click on one citation to bring up a menu and select “Copy references to” and choose the library. Then select the Integrated Library & Online Search icon, click OK to discard the rest of the citations, and you’re set. You’ll see a new temporary group, Copied References, which lets you see what citations have been copied to your library (the citations are already in your library also).
EndNote is a desktop-based program, so if you're away from your main computer, you have a few options. You can use EndNote Web to work remotely, saving references to groups and then transferring the EndNote Web group to your main EndNote program. Be sure to sign up for a free EndNote Web account and integrate it with your desktop program to make the transfer process easy.
You can also use the U of M’s Virtual Sites to access EndNote (just make sure that you save the library to a USB drive or to your IFS space). Make sure that the version of EndNote that’s available is the same as the version you use.
Individual users of EndNote can install EndNote on up to three of their computers if they are the only person using the program on these computers. For example, if you have purchased and used EndNote on your work computer, you can also install it on the laptop you use for offsite work, and on your home computer.
You have a couple of options. If you already have the reference in your library and simply want to attach a PDF of the article to the reference, use the Reference drop-down menu to find the File Attachment option to attach the PDF to the appropriate record.
If your PDFs do not have records in your EndNote library, you can drag and drop them into the library. This feature is not yet very accurate in EndNote, as it depends on the article having a DOI, but when it works, EndNote creates a record for the article and attaches the PDF.
You could also use another citation management program, Mendeley, which does this very well. Then you can export the resulting library from Mendeley to EndNote. Mendeley is free.
- From the Edit menu, select Output styles & choose a style to edit. You can edit the style that you're using for your paper or one of the basic styles, such as Author-Date or Annotated. Save this style under a new name ("File", "Save as") before you make any changes.
- Next, from the left-hand menu, under Bibliography select Templates.
- In each type of reference that is used in your library (Journal Article, Book, etc.), insert an uncommon symbol (for ex., ^) between each field (author, date, etc.). Example: Author^ (Year).^ "Title."^ Journal|^ Volume|^ (Issue)|:^ Pages|.^ Abstract ^ Record Number ^ Name of Database ^ Database Provider.
- If you need to add more fields, click the Insert Field button (top right) to add fields such as record number or database name.
- Before closing the Edit window, under Bibliography, look at "Layout" to see if there is any information there that you want to add to your database. For ex., if you edit the Annotated style, you might want to delete the Abstract from the Bibliography Layout and add it to the citation.
Export the references in your library (from the File menu, select Export). Your references will be saved as a text (.txt) file. At the bottom of the "Export file name" box check that the name of the style you just edited is listed in the "select output style" option.
Save the exported references.
In Excel or Access:
- From the File menu, select Open and find your .txt file.
- In the Text Import Wizard, first select Delimited.
- Next, select Other & enter the character you used to separate the fields.
- On the next page, leave General selected.
- Click Finish.
Add a header row; you may also need to delete some extra spaces.
Citation Management Comparison Chart
EndNote guide from the MLibrary.