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Managing references with EndNote

Rachel Woolley
by Rachel Woolley

EndNote is a great reference management system that’s much more efficient than using Microsoft Word’s citations functionality and infinitely better than doing the references manually. EndNote is a program that manages a collection of reference information that relates to a particular project. EndNote integrates with Microsoft Word and you can easily insert a reference into the text from your EndNote library. EndNote automatically generates a bibliography at the bottom of the Word document.

One of my favourite EndNote features is the ability to easily change the style of referencing for a whole document. If you want to change from numbered referencing to Author-date for a 300 page document all you need to do is change the value of the Style field on the EndNote tab.

When perusing journal articles or books online it is possible to import reference information from the site directly into your EndNote library. This can save you a significant amount of time compared to Microsoft Word’s citation capabilities which requires you to type in all the reference information manually.

To use EndNote to manage your references:
  1. Download EndNote.
  2. Create a new reference library for your project.
  3. Export references from an online article database or enter them manually.
  4. Insert references into Microsoft Word as you type using the EndNote tab.

Creating an EndNote reference library

To create a new reference library for your project:

  1. Open EndNote.
  2. Go to File > New…
  3. Name your EndNote library.
  4. Click Save.

Exporting references from an article database

To export references from an online article database:

  1. Locate the journal article or book you want to cite.
  2. Find an Export button.
  3. Export the reference in RIS format.
  4. Open the downloaded file in EndNote.

Entering references manually

To enter a reference manually:

  1. Open EndNote.
  2. Open your current reference library.
  3. Select References > New Reference or press Ctrl+N.
  4. Type in the reference information in the relevant fields.
  5. Select File > Save or press Ctrl+S.

Insert references into your Microsoft Word document

To insert references into a Microsoft Word document:

  1. Put your cursor in the place you want to insert the reference in Microsoft Word.
  2. Click the EndNote tab in Microsoft Word.
  3. Select Insert Citation.
  4. Search for your desired reference.
  5. Click Insert.

An alternative way to insert references is to:

  1. Select the reference in EndNote.
  2. Put your cursor in the place you want to insert the reference in Microsoft Word.
  3. Open the EndNote tab.
  4. Select the Insert Citation dropdown list.
  5. Click Insert Selected Citation(s).

This option is easiest if you have just imported or entered the reference you want to enter, as the reference will already be selected.

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