Why & How to Learn EndNote

Step 1: Setup EndNote software
Step 2: Begin an EndNote Library

Step 3: Checking Styles & References

Step 4: Importing references 
Step 4a: Importing from OneSearch
Step 4b: Importing from a Database 

Step 5: Managing your EndNote Library

Step 6: Using Endnote with MS Word
Step 6a: Adding references in Word
Step 6b: Editing references in Word

Optional Learning Path Steps
Organising your references

Working + full-text PDFs 

Other EndNote import methods
 

Create a new library from EndNote Essential Training by David Rivers

Create an Endnote Library - Activity

1. Click on the EndNote X9 icon   in the Start menu. (For Mac users go to Applications)
2. Navigate to FILE-> NEW and check that the SAVE AS TYPE is set to ENDNOTE LIBRARY (*.enl). 
3. Name the .enl file and navigate to where you would like to save it (eg Documents) and click SAVE.
4. You will see the EndNote X9 toolbar and an empty library ready for you to add references.

NOTE: Your EndNote library is independent of the EndNote program, the same way a Word document is independent of the Word program. When you create a library, a Library file (.enl), and a data folder (.Data ) are created. The .enl  file and .Data folder need to be in the same folder location, with the same name, for your Library to work.

EndNote X9 gives you a range of options to layout your library. 

• In a Windows PC environment, the layout menu can be found on the bottom right-side of the library window.   
• In a Mac PC environment, the layout menu is found to the left of the search box

Depending on how big your screen is, you can choose the REFERENCE PANEL to sit on the right side of your reference library (good for wide screens), or you can choose to have it on the bottom of your screen underneath your reference library  (better for smaller screens and laptops).

Have a go at changing the layout in your newly created library.

Add a new reference manually from EndNote Essential Training by David Rivers

Add references manually - Activity 

1. Click on the new reference icon    [Or select NEW REFERENCE from the REFERENCES menu]. 2. Select a REFERENCE TYPE from the drop-down menu, select "Journal Article" as your format.  3. Type details of the journal citation below into the appropriate fields within the new reference you are creating.   Create a journal article reference  Reference type: Journal article  Title:  Technology Enhanced Learning, Research Impact and Open Scholarship Authors:  Cochrane, Thomas; Redmond, Petrea; Corrin, Linda Source:  Australasian Journal of Educational Technology, 2018, Vol. 34, Issue: 3,  p.i-vii    4. Save and close the reference window. Click on the cross (usually grey) below the cross (usually red) for the program window in the top right corner of the library window.  Click YES when asked to save changes.

Note these important tips for correct entry of your references: 

[Or highlight the reference and click on the REFERENCE tab in the REFERENCE PANEL.  Make changes and click outside the tab.  SAVE when requested.