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EndNote: 1. Manual Entry

A guide to using EndNote X9 & X8 with some help for X7 & X6

Tips

1. You do not need to fill-in all fields in a Reference Type.

2. Use the Enter key to go to another line within a field.

3. Use the Tab key to move to the next field.

Adding references manually

Adding references manually

You may need to add a reference manually to your EndNote library if the source is only available in print or online direct export is not available. It is also useful to understand manual entry so that you can edit your entries.

 

  • From the EndNote toolbar select References > New Reference
  • A new reference screen will appear.

 

               

 

  • Select the Reference Type from the drop-down menu at the top of the screen (the default is Journal Article).
  • Different reference types display different fields.
  • You only need to fill-in the fields required by your referencing style.
  • Fields such as abstract, notes, keywords, label are for your benefit and will not appear in the bibliography you generate.
  • Use capitalisation as recommended by the referencing style you prefer.
  • The Options arrow (top right circled in red) allows you to hide/show the Rating field.

Adding information to specific fields:

 

Author Field

Choose from the following ways to populate this field.

  • Enter author surname followed by a comma and their initial(s) or first name e.g. Weiner, C. OR Weiner, Carl
  • Do not use punctuation if you enter the first name followed by the surname e.g. Carl Weiner
  • For organisations place a comma at the end of the name e.g. Cleveland Clinic,
  • Enter each author on a separate line within the field (use the Enter key on your keyboard to go to another line).

Date Field

  • Enter the day and month as required by your referencing style e.g. 28 March
  • Do not enter the year - this is placed in a separate field.

Pages Field

  • Enter either as complete numbers e.g. 120-128 OR with the last page truncated e.g. 120-8.
  • Do not enter p. or pp.

File Attachments

Allows you to attach a copy or link to a document (file).

  • Select References > File Attachment > Attach File. Locate the file and double click on it to attach a copy.
  • If you want to create a link to the file instead, select References > File Attachment > Attach File. Go to the bottom left corner of the page and untick 'Copy this file to the default file attachment folder and create a relative link', find the required file and double click on it.

Saving and Editing

  • Once you have entered all the required information click on the second X at the top right corner. Click Save.
  • Your reference will now appear in the Preview or Tab panel at the bottom of the screen (as will any highlighted reference).
  • To edit - highlight and edit in the PDF & Quick Edit tab in the Preview panel or double click on the reference to open.