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EndNote 21 Guide

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How to use EndNote 21 reference management software

The Capture tool scans the bibliographic information presented on a web page from a select list of sources and creates a reference that you can save to a new or existing group. If no group is specified, the reference is saved to Unfiled.

EndNote Capture button location

To install the Capture tool:

  • Open EndNote Web
  • Select the Download tab
  • Drag the Capture Reference button to your Bookmarks or Favorites toolbar
    • In some browsers, you may need to right-click and select 'Add to Favorites' or 'Bookmark This Link'

To capture a reference:

Capture New Reference pop-out window

  • Navigate to the web page
  • Click the Capture button in the EndNote online toolbar or the Capture References bookmarklet button
    • the Capture Reference window will open
  • Follow the instructions in the window
  • Complete or modify any of the reference fields in the pop-out window
  • Click the Save to button and select EndNote Web

The EndNote Click tool enable you to easily access the full text PDF of an article, then export it to EndNote.
It uses the Murdoch Library's subscriptions to databases.
If an article is not in a subscription database, EndNote Click automatically searches for an open access version of the article.

To install the Click tool:

  • Select the Create your EndNote Click account button
  • Complete your details using your Murdoch University email address
  • Once completed, you should see an extension beside the address bar at the top of your web page.

Location of EndNote Click's extension button beside address bar

Location of EndNote Click's View PDF button on PDF of articleTo access the Click function:

  • Login using your Murdoch login so that you can access the subscription databases (so that the subscription databases know you have a current affiliation with Murdoch University)
  • When accessing an article, click on the EndNote link on the page to import the PDF of the article to EndNote

There is no need to open the PDF version of the article, then save it to your computer when using Click - it does this with one Click!

 

The Vancouver style requires the use of specific journal title abbreviations. EndNote refers to these as ‘term lists’, which need to be added separately.

To upload a terms list:

  • Go to Library > Open Term Lists > Journal Terms List
  • If there are existing terms, select all the existing terms (use Ctrl+A), and click Delete Term
  • Switch to the Lists tab and click Import List…
  • Double-click the ‘Medical’ file.
  • This will begin the import. Click OK when done
  • You should now see all the journal abbreviations in the term list.

The Texas A&M University Libraries' Annotated Output Review Style can be used to read research notes and abstracts added to EndNote records. 

To add the Texas A&M University Libraries' Annotated Output Review Style to EndNote, click on the link below; download the file.

The Annotated Review Output Style will open in a Style Editing window.

  • Select File
  • Select + Save as
  • Remove the word copy from the Style name text box

To select the Annotated Review Output Style, from the top menu, select: 

  • Tools
  •  Output Style
  • Annotated Review

Once the Annotated Review Output Style is selected, the Preview pane includes Research Notes and Abstracts.

Research Notes are useful for adding a synopsis for an annotated bibliography, reminders, or quotes to use in your paper.

To access the Research Notes field:

  • click on the reference to open the Summary pane
  • select the Edit tab
  • scroll down to the Research Notes field
  • add quotes (include the page number), annotations, reminders, etc.
  • click Save

Research Notes are not included when citations are added in Word.

Research Notes are searchable using PDF Notes or Any Field + PDF with Notes.

How to change the search field to search Research Notes

 

It is difficult to import references from Word into EndNote, and not recommended.
Rather, you should be using the methods previously discussed: manual entry, or exporting from databases or Library Search.

However, there may be partial solutions to help with this, including the use of other citation-management software such as Zotero (in combination with CrossRef) or WizFolio.

 

Zotero and CrossRef method

  1. Install Zotero.
  2. Go to CrossRef and paste your bibliography into the query box. You will need to register for a CrossRef account.
  3. Extract the references using Zotero
  4. Export the references from Zotero to EndNote.
  5. Instructions for adding references from Zotero to EndNote

Other methods

For Apple Macintosh

Install Ref2RIS to convert your bibliography into the RIS format, and edit it. Then import the RIS file into EndNote.

Note: if you wish to add references from a Word Document that has already been formatted by EndNote, see our Travelling Libraries tab for further instruction.

Google Docs allow multiple users to insert citations using EndNote's Cite While You Write at the same time.
(The user can see the references added by other users but cannot track who has inserted which references.)

Location of Get Add ons in ribbon

  • Open Google Docs
  • Select the Extensions tab
  • Select Add-ons
  • Select Get add-ons

Search for EndNote Cite While You Write in Google Workspace Marketplace: https://workspace.google.com/marketplace/app/endnote_cite_while_you_write/948545547135

Location of EndNote Cite While You Write link

  • Select EndNote Cite While You Write
  • Select Install

Location of Install button

Location of EndNote Cite While You Write extension


Sign into your Google account and allow Cite While You Write access.

Open EndNote Cite While You Write Extension


Insert and edit citations as described for Word documents.

Google doc with references
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robots: checked via crawler-commons 1.5-SNAPSHOT (https://github.com/crawler-commons/crawler-commons)
format: WARC File Format 1.1
conformsTo: https://iipc.github.io/warc-specifications/specifications/warc-format/warc-1.1/