EndNote: Desktop EndNote

If a database does not provide a direct export feature it is usually possible to save the references in a suitable format that can be imported into EndNote. 

1. Search your database and mark any relevant items (usually a checkbox).
2. Once you have marked the items look for an 'Export' option. In many cases you can select the 'EndNote' or 'RIS' export option and save the file. 
3. Open EndNote and import the references using the correct import option (also known as a filter) for the database you have used.

The import option will map the information in each downloaded reference to the corresponding fields in EndNote. Because the information in each database is organised in different ways, there is a different import option for each database. EndNote comes with a range of import options, others are available to download for Desktop EndNote from the EndNote Import Filters download site (see below).

Once your references are imported, open a couple to make sure the fields have been filled in correctly.

See the following guide for step-by-step instructions:

To find out which import option to use for your database:

Getting additional filters for importing references

If the filter you need is not included in the list provided with EndNote, check whether it is available to download using the link below.

1. Search for the name of the database. There may be several different versions available for different hosts - make sure you select the correct one for the site you are using.
2. Click Download. 
3. Choose the Save option and save the file.

Saving your additional filters

If you download a filter you must save it into a location where EndNote can find it. There are three options depending on the computer you are using:

Option 1: for your own computer
Save it to the Filters folder in the EndNote program folder on your C: drive (or Applications if using a Mac). If you do not have administrative rights on the computer you might not be able to do this. Try Option 2 instead.

Option 2: for a University-owned computer you don’t have admin rights on
Save the Filter to your personal folders on your computer. For Windows 10 users this is in Documents\EndNote\Filters (you might need to create the EndNote\Filters folders if they don't already exist). For earlier versions of Windows save to C:\Users\[Your user name]\Documents\EndNote. You will need to create a folder called 'Filters' in this location (if it doesn't already exist).

Option 3: for computers in the PC labs on campus
Save the style to the following location in your N drive: \\ndrive\[Your user name]\My Documents\EndNote. You will need to create a folder called 'Filters' in this location (if it doesn't already exist). 

On most databases you will see the 'Search for item at Reading' button next to references:

Clicking on this button searches for the item in our online subscriptions, and will link you directly to the full-text where available. 

In some cases you will be taken to the 'Item Finder' screen which displays the full-text links. Also, in the top right corner of this screen is an 'Export' button. Click on this and select the option to Export 'Directly to EndNote, Procite or Reference Manager' and then 'Export'. This will take the reference details and add them to your EndNote library.

The EndNote Online search uses connection files to allow you to connect directly to a database from within EndNote and download into your Library.

We do not recommend using the EndNote Online Search to find references because:

• it offers very limited searching functionality making it hard to refine your search;
• there can be technical difficulties with the z3950 technology it uses.

Searching a database directly and then using Direct export to get the references into your library is the best method, or downloading and importing references if the first option is not available.

However, the Online Search can work well when searching Library catalogues. It is possible to use it to download records from our own catalogue. For best results make sure that your search is specific and well constructed - too general a search might retrieve thousands of useless records and it not easy to refine your search once you have your results.

See our guide for instructions on using the Online Search to download references from our catalogue.

Downloading the connection file for our catalogue

If you don't already have the 'U Reading' in the list of Online Search connections you will need to download our connection file via the link below. You must save the connection file to a location where EndNote can find it. There are two options:

Option 1. Save it to the Connections folder in the EndNote program folder on your C: drive. If you do not have administrative rights on the computer you might not be able to do this. Try Option 2 instead.

Option 2: Save the style to your personal folders on your computer. For Windows 10 users this is in Documents\EndNote\Connections (you might need to create the EndNote\Connections folders if they don't already exist). For earlier versions of Windows save to C:\Users\[Your user name]\Documents\EndNote. You will need to create a folder called 'Connections' in this location (if it doesn't already exist). We also recommend renaming the file as you save it to 'U Reading' (removing the hyphen from the name) so that it files alphabetically with the other connection files.

Please note that this is connecting to the Unicorn catalogue (which just holds details of the University Library books and journals) and not the Enterprise catalogue.

When EndNote is installed it should automatically add the Cite While You Write toolbar in Word.

If you have installed EndNote and the Cite While You Write toolbar is not appearing in Word try the following:

1. Open Word
2. Click on the File ribbon
3. On the list on the left click Options
4. Choose Add-Ins
5. Go to the Manage drop down list at the bottom of the screen There are a couple of things to check here:
   1. Select 'Disabled Items' and click on 'Go'. If any Endnote files are on the Disabled Items list, select them and click on the 'Enable' button
   2. Select 'COM Add-ins'. If 'EndNote Cite While You Write' appears here tick the box next to it and click 'OK'.
6. The EndNote toolbar should then appear in Word.

If this doesn't work try the solutions given in the following guide:

Alternatively contact the Clarivate Analytics support team for technical help:

Guides for PC users

We have created step-by-step guides for the most commonly used features of Desktop EndNote. These guides are worded so that they can be followed when working on Information Technology managed PCs on campus. They can also be followed when using your own computer, you will just need to save your library to another drive as the N: drive will not be available. All guides are in PDF format.

Introductory guides

Use these three guides first to get you started with the basics of populating your EndNote library and using it with Word. 

Further guides

The rest of our guides cover specific features which you might need as you become more experienced with EndNote.

Using Desktop EndNote for a systematic review

Follow the tips in this step-by-step guide for managing your systematic review search results using Desktop EndNote:

Guides for Mac users

We recommend the following external resources for getting started with using EndNote on a Mac.

We run regular workshops in term-time which cover all aspects of using Desktop EndNote.

If you are unable to attend a workshop, you can teach yourself using the step-by-step guides, or watch this recording of a previous workshop (recorded Nov 2021 - University username and password required to view), or contact your Academic Liaison Librarian for a 1-2-1 introduction.

Videos

Watch a recording of one of our workshops (recorded Nov 2021) - University username and password required to view.

Watch this video to find out how to get references from our Summon discovery service into EndNote.

Websites

Your subject liaison librarian can offer individual help on using EndNote. 

They can offer a 1-1 tutorial, or advice on specific questions. Contact them to make an appointment. The link below gives a list of liaison librarians for each department.

For technical issues contact Clarivate Analytics directly:

These FAQs have been checked and updated for Version 20.

Adding page numbers to citations

1. In Word, highlight the citation to which you want to add page numbers.
2. Click on the Edit & Manage Citation(s) button on the Endnote toolbar.
3. This opens a dialogue box. In the box next to Suffix, type a space, followed by a comma, a space, and the required page numbers in the format required by your referencing style, then click OK. Your citation will appear with page numbers eg (Asimov, 1960, pp.7-8).

Updated December 2020

Corporate names - getting them to appear correctly in citations

How do I get EndNote to format a corporate author correctly? It is formatting World Bank as Bank, W.

Just put a comma after the name in the author field, for example:

World Bank,

If your corporate author is made up of initials and has a comma in the name, you will need to put two commas in place of the single one to fool EndNote into formatting the name correctly.

For example:

M & P, Inc. should be entered in EndNote as M & P,, Inc.

This makes EndNote treat M & P as a surname thus formatting the name correctly to display as M & P. Inc.

Updated December 2020

My citations look odd! They are in squiggly brackets. Why?

If your citations within your bibliography look like this example: {Cooper, 2007 #29} and your bibliography does not appear at the end of your document, you are displaying “Unformatted” or “Temporary citations”.

Select the style you want from the Style pick list on the EndNote ribbon in Word, and then select Update Citations and Bibliography. This will change the temporary citations in the text to the style you have chosen and create the bibliography at the end of your document. 

December 2020

Formatting multiple citations

I want to be able to cite multiple references in the text with commas between them and "and" between the 2nd and last. As for example (Smith et al, 2002, Jones, 1999 and Bloggs, 1986). How can I do this?

There is a way to do this but it has to be done to each citation when they have been created in Word. It cannot be done through the output style on EndNote.

1. In Word insert your required citations with no space between them.
2. Make sure the cursor is in the required citation.
3. From the toolbar choose 'Edit & manage citation(s)' (or right click with the mouse).
4. An edit box will appear with all three citations displayed.
5. Click on the last citation and then click in the prefix box.
6. Type 'and' then a space.
7. Click on OK. This will allow the word to appear before the last citation. Unfortunately the comma appears as well, but at least this does allow the 'and' to be added manually, as desired.

Updated December 2020

Dealing with variant forms of author names

My paper contains multiple references to the same author. In some references the author might be described as 'Benjamin', whereas in others as 'Ben'. EndNote regards Benjamin and Ben as two different authors and in the citation includes the first name to distinguish them. How do I get EndNote to treat Benjamin and Ben as the same person?

1. In EndNote go to the Tools menu and select Output Styles 
2. Edit your chosen output style
3. In the Citations section of the style select Author Name
4. Remove the tick next to 'Use initials only for primary authors with the same name'  

However, if you are using a style such as APA which requires different authors with the same surname and first initial to be distinguished from one another, you should instead edit the individual entries in your library to ensure the same form of name is used for each author.

Updated December 2020

Grouping references by type, for example Books, Articles, Websites

It is simply done by altering a setting in the output style you are using. See our guide to for an introduction to editing styles.

1. When editing the style click on Sort Order under the heading bibliography.
2. You are given a number of options - click next to Other.
3. A new box will appear give you a number of sort options to choose. Select Reference Type from the pick-list. This will re-order the bibliography into alphabetic order of the different reference types in your library.
4. Save the amended style and re-format the bibliography. You will then simply need to add relevant headings to each section in the bibliography.

This works well if your primary sources are all the same sort of reference type. If they are different you could add a customised field or you could use the field 'type of work' and add it as a first sort criterion. Once formatted, simply add the heading as appropriate in the bibliography.

Further information in the Endnote Help - look up 'Sort order: bibliographies and multiple citations'.

Updated December 2020

These FAQs have been checked and updated for Version 20.

Merging references from multiple chapters to create a single bibliography

If you have written a section of a paper in collaboration with others, or separate chapters of a dissertation or book, you can merge the text and have one bibliography at the end.

1. Create a blank document where you will place all the chapters.
2. Make a backup copy of all the documents you wish to merge.
3. Open the documents to be merged in Word.
4. Copy the text of the individual documents, but NOT the reference list. It is important that you do not include the reference list as part of what you copy.
5. Paste the text from the individual documents into the new blank document.
6. Once you have created the merged document, click the EndNote tab and click Update Citations and Bibliography.
    

This procedure will create a formatted Microsoft Word document with one bibliography at the end.

Further information can be found in the EndNote Help under " How to merge chapters into one document in Word".

Updated January 2021

Working on a Word document on multiple computers

If you have EndNote on both your work and home computers and you want to work on one Word document in both places you need to follow these steps:

1. Take backups of both your work EndNote library and your Word document.
2. On your work computer use the sync function to copy all references into an EndNote online account.
3. On your home computer create an empty library.
4. Use the Sync function to download all the references from your EndNote online account. At this point, although the two libraries contain identical content, the unique number (#) for each record can differ between libraries.
5. Open the Word document created on your work computer.
6. In Word's Endnote toolbar, click Update citations and bibliography. This will align the record numbers with library on your home computer.
7. When you open the same document on your work computer, click Update citations and bibliography to re-align the record numbers with the library on your work computer.

Get into the habit of syncing your EndNote library each time you start and finish working with it, at work and at home - or set the library to sync automatically. This will ensure all versions of your library have identical content. Also, update the citations and bibliography in Word before you start work.

Updated January 2021

Recovering a deleted EndNote library

If you accidently delete your EndNote library but still have its .data folder you can recover the Library by following these steps:

1. Use Notepad to create an empty plain text file.
2. Save it with the same name as the data folder and give it the .enl file extension. Make sure you change the Save As Type: to All Files.
3. Open the .enl file you have created and it will be a copy of the original library.

Updated Janaury 2021

I am about to leave the University but want to continue using Desktop EndNote

The University's EndNote licence requires you to remove Desktop EndNote when you leave the University. To continue using it you will need to purchase your own licence directly from Clarivate using this link:

Alternatively you could synchronise your desktop library with an EndNote online account and use that instead. Or export the references to use in another reference management system.

Updated January 2021