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EndNote Desktop

References

Creating a Reference Manually

  1. Click on the References tab in the main toolbar.
  2. Select the “New Reference” option from the drop-down menu.
  3. Use the drop-down menu to select the appropriate reference type.
    • NOTE: The drop-down menu will usually default to the last reference type used.
  4. Fill out the appropriate fields with as much information as you have.
  5. Click Control+S (Command+S on Mac) to save your changes.

Editing a Reference

  1. Double click on the reference you want to add an attachment to to open up its record summary in the right sidebar.
  2. Click on the Edit tab at the top of the right sidebar.
  3. Edit the appropriate field(s).
  4. Click on the Save button.
    • NOTE: Once you modify a record and exit EndNote Desktop, there is no way of undoing your edits. You will have to delete the edited record and reimport it.

Deleting a Reference

  1. Right click on the reference you want to delete.
  2. Select the “Move References to Trash” option from the drop-down menu.
  3. Click on the Trash tab in the left sidebar.
  4. Click on the garbage can icon with an X in the upper right corner to empty the trash.
  5. Click on the Yes button to confirm your choice.

Adding an Attachment

  1. Double click on the reference you want to add an attachment to to open up its record summary in the right sidebar.
  2. Click on the “Attach file” button. 
  3. Select the file you want to attach.
  4. Click on the Open button.

Annotating an Attachment

EndNote Desktop Attachment Screen

  1. Double click on the reference you want to add an attachment to to open up its record summary in the right sidebar.
  2. Click on the file name at the top of the sidebar.
  3. Select the Open option from the drop-down menu.
  4. Click on the text bubble icon (third from the left in the top row) in the pop-window toolbar.
  5. Use the secondary toolbar that pops up underneath the first to annotate your document. You can do the following in EndNote Desktop:
    • Read: note that you don’t need to have an internet connection to read PDFs in EndNote Desktop
    • Highlight/Underline/Strikethrough: you have eight preset colors and an other option to choose your own in case you want to color-code different ideas/sections
    • Notes: you can write create notes that pop up when you click on their icon
  6. When you’re done annotating, remember to save your changes by clicking on the floppy disk icon (third from the right in the top row).

Adding a Figure

NOTE: The ‘Attach Figure’ feature enables the attachment of an image, a chart, or a table into the ‘Figure’ field for citing using CWYW.

  1. Select the reference you want to add a figure to.
  2. Click on the References tab in the main toolbar.
  3. Select the Figure option from the drop-down menu.
  4. Select the “Attach Figure…” option from the side menu.
  5. Click on the “Choose File…” button.
  6. Select the figure file you want to attach.
  7. Click on the Attach button.

Setting Your Preferences

EndNote Desktop Full-Text Preferences Screen

  1. Click on the EndNote 20 tab in the main toolbar.
  2. Select the Preferences option from the drop-down menu.
  3. Copy the link below into both the “OpenURL Path: and “Authenticate with: URL:” boxes: https://imageserver.ebscohost.com/branding/s9001925/FullTextFinder.html.
  4. Click on the Save button.

Finding Full-Text

  1. Highlight the references that you want to find full-text for.
  2. Click on the References tab in the main toolbar.
  3. Select the “Find Full Text” option from the drop-down menu.
  4. Select the “Find Full Text…” option from the side menu.
  5. If this is the first time you’re searching for full-text after opening EndNote Desktop, the system will ask you to authenticate using your institution’s sign-on system.
    • NOTE: You need to set up your institution’s authentication method in your preferences before you can access your library’s full-text holdings. 
  6. The Find Full text menu will activate in the lower left sidebar. Click on the drop-down arrow to view the results. 
    • The system will automatically attach the article PDFs it finds to the appropriate references. Double click on a reference to view the associated PDF. 
    • The system will add found URLs as links to the full-text files in the references’ Summary tab in the right sidebar.

Output Styles

NOTE: If you can’t find a specific citation style, you can always check the EndNote website to see if you can download it from there. 

  1. Go to https://www.endnote.com/downloads/styles/.
  2. Type the name of the style you want in the search box.
  3. Click the Search button.
  4. Click on the Download link next to the style you want.
  5. Open the file you just downloaded.
    • NOTE: It should open automatically using EndNote, but if it doesn’t you can right click and use the “Open with” option to select EndNote.
  6. Click on the File tab in the main toolbar.
  7. Select the “Save As…” option from the drop-down menu.
  8. Input the style name in the text box.
  9. Click the Save button.
  10. Click on the Tools tab in the main toolbar.
  11. Select the “Output Styles” option from the drop-down menu.
  12. Select the “Open Style Manager…” option from the side menu.
  13. Type your style’s name in the text box and hit enter.
  14. Click on the check box to add the style to your Favorites.
  1. Click on the Tools tab in the main toolbar.
  2. Select the “Output Styles” option from the drop-down menu.
  3. Select the “Open Style Manager…” option from the side menu.
  4. Type the name of the style you want to modify in the text box and hit enter.
  5. Double click on the style name in the results list to open the style record.
  6. Click on the File tab in the main toolbar.
  7. Select the “Save As…” option from the drop-down menu.
  8. Give your style a unique name.
  9. Modify the appropriate field(s).
    • NOTE: To truly customize a style, you have to account for all of the iterations associated with the different resource types (e.g. books, articles, etc.). To do this, you need to repeat your modification process for all of the templates under Citations and Bibliography in the left sidebar.
  10. Click on the File tab in the main toolbar.
  11. Select the “Save” option from the drop-down menu.
  12. Click on the Tools tab in the main toolbar.
  13. Select the “Output Styles” option from the drop-down menu.
  14. Select the “Open Style Manager…” option from the side menu.
  15. Type your style’s name in the text box and hit enter.
  16. Click on the check box to add the style to your Favorites.

Coming Soon

Syncing your Desktop and Online Accounts

  1. Click on the “Sync Configuration” tab in the right sidebar.
  2. EndNote will ask you to log into your EndNote Online account and will sync your desktop and online libraries once you do so.
    • NOTE: Every time you make changes to your desktop library, it will ask you to sync with your online library before closing the application.
    • NOTE: You should only sync one desktop library with your online account or else the references from multiple libraries will mix in your online account and possibly sync back down into libraries where they don’t belong.

Manually Add or Edit a Reference

Adding a New Reference Manually 

1. Create a new entry manually by clicking References > New Reference with your EndNote library open