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Library Skills for Research

Introductory Guide for Graduate Certificate Research

Training materials

UTAS Library EndNote subject guide has instructions in using EndNote. There are many YouTube videos on using EndNote.

Creating a library

From the FILE drop down menu, select New...


Your EndNote library will be given a default name of My EndNote Library. This name can be changed.
Save your library in your Documents folder on your own computer, within a folder named EndNote.

Mac Users:
Do not
store your libraries in the Documents folder if you have selected the option to optimize storage with iCloud. Create a new folder on your computer to store your library.



DO NOT store and use your EndNote library in cloud-syncing folders such as iCloud, OneDrive, Google Drive, Dropbox or in shared servers such as UTAS servers.
EndNote libraries become corrupted in these locations.


If you move your EndNote library between locations on your computer, move both the library file (.enl) and the associated data file (.Data) which has the same name as the library.
Example: My EndNote Library.enl   and   My EndNote Library.Data


Backup your library

It is recommended that you backup your EndNote Library regularly, and before upgrading to a new version.  A compressed library is easier to save, move or email and this is also the best way to backup your library.

Add references to your library

There are many ways to add references into your EndNote library.

1. Get references from research databases using direct export functions in the research databases

2. Import .pdf documents into your library and EndNote will find the matching references

3. Add references manually by typing in the reference citation data and attaching associated .pdf documents

4. Using EndNote's connection files to search databases and import references


Organise your library with groups

Grouping references is a versatile way of copying your references from your library into manageable collections such as themes, topics or categories, projects, or units of study. EndNote has custom groups where you manually create a copy of the reference into the group, as well as Smart Groups which automatically copies references into the named smart group by matching words in references from defined search words for the smart group.

Selecting and changing to alternative referencing styles

In EndNote, referencing styles are also known as output styles. There are approximately 500 popular referencing styles installed with your EndNote program. Styles can be in-text (Author-Date), in-text numbered, or footnotes. Over 6,000 referencing styles are available from the EndNote Downloads website where you can search for styles to download into your EndNote program.

Selecting existing referencing styles in MACS

Output styles can be selected from the styles drop down menu at the lower right hand side of the library screen.

Inserting references into Word

There are two ways to insert citations into a Word document.
1. Use the EndNote toolbar add-in in Word to locate the reference from your library to be inserted as a citation.
2. From your library, select the reference/s, and use the Insert Citation icon from the library toolbar to add the citation/s into Word.

From the EndNote add-in toolbar in Word, ensure Instant Formatting is On before inserting citations.

Editing and deleting citations

There are many reasons to edit your in-text citations. You may wish to change the in-text (Author Year) format to Author (Year), or you may wish to add page numbers to the citation, or hide the in-text citations so only the bibllography shows in Word, or add other text inside the brackets with the citation.
Click on the in-text citation in Word to highlight the citation, then click the Edit and Manage Citation(s) toolbar option from the EndNote add-in toolbar in Word.