EndNote

What is EndNote?

EndNote is software for the organisation and management of bibliographic citations and references. It enables users to:

  • save, organise and edit references
  • link to Word to cite references and create bibliographies

It is available in a desktop and a web version. EndNote Online is ideal for undergraduates, but does not have the full functionality of the desktop version.

For more information see the EndNote corporate website.

Accessing EndNote

EndNote desktop is available on all University-owned computers and can be accessed on Staff and Students' personal Windows machines via AppsAnywhere. It can also be downloaded to personal machines, both Windows and Mac, while you are a member of Lancaster University.

See our guide on Referencing in your work.

External links:

  • Using EndNote

    Collecting References

    There are four ways of entering information about sources into your EndNote library:

    1. manual entry - typing the information in
    2. online search - connecting through EndNote to a range of catalogues and databases
    3. exporting information from a database directly to EndNote
    4. exporting information from a database to EndNote via a text file

    You will not need to use method 1 very frequently, but you will need to use it for resources like web pages.  Method 2 works well when you have a list of resources that you want to enter quickly into EndNote and method 3 is good for integrating your search for materials with your use of EndNote.

    Our EndNote Desktop guide will give you more information about the different methods.

    Output styles

    There are many different ways EndNote can take the information from the EndNote library and display it on the page  -  these are called output styles.  Journal publishers, universities and professional bodies all have their own preferred styles.  Your department will normally tell you which styles it wants you to use in your written work.  For more information, see our Referencing Guides page.

    Linking to Word

    The link between EndNote and Word is called Cite While You Write.  You access it via a tab on the right of the ribbon in Word.  It enables you to insert citations and automatically generate a bibliography or reference list from those citations.  You can also edit the citations to add page numbers or  further text and exclude the author or year in author-date styles.  You can select your output style here and change it easily if required.

    Organising references

    You can copy references from your EndNote library into groups to organise your references if you wish.  There are two types of groups - custom groups which you can populate yourself using the drag and drop method, and smart groups which are attached to a search protocol.  Every time a reference which meets the search criteria comes into the library, it is automatically directed to the smart group.  See the EndNote Desktop guide for more information.

    EndNote and Google Scholar

    You can export information from Google Scholar to EndNote, but first you need to change your Scholar Preferences.  Access those via the options cog icon on the top right.  Then select Scholar Preferences.  Under Bibliography manager select Show links to import citations into, then select EndNote from the drop down list.  Click Save preferences.  Your search results will now have a link called Import into Endnote.  When you click on that the bibliographic information will be exported to your EndNote library.

  • Using EndNote Online

    Signing up for an account

    1. Go to www.myendnoteweb.com. If you are off-campus click on Sign in via your Institution/Shibboleth login.  Select UK Federation from the drop down list under  Institutional (Shibboleth) Users Sign In.  Navigate to the Lancaster University login page and sign in with your network login details.  Then click on Sign Up and create your EndNote Online account;
    2. You can use any email address as your login name; it does not need to be a Lancaster email address;
    3. Be sure to adhere to the password guidelines - at least 8 characters, a letter, a number and one from a list of symbols.

    If you only use EndNote Online off-campus, your account will expire after a year and will become a basic free account which has less functionality - including fewer styles. For increased functionality, you need to reactivate it by logging in on-campus. 

    Collecting references

    There are four ways of entering information about sources into your EndNote library:

    1. manual entry - typing the information in
    2. online search - connecting through EndNote to a range of catalogues and databases
    3. exporting information from a database directly to EndNote
    4. exporting information from a database to EndNote via a text file

    You will not need to use method 1 very frequently, but you will need to use it for resources like web pages. Method 2 works well when you have a list of resources that you want to enter quickly into EndNote. Method 3 is good for integrating your search for materials with your use of EndNote. It works best with Web of Knowledge and Ebsco databases.

    Our EndNote Online Web Quick Start Guide will give you more information about the different methods. 

    Alternatively, these videos from EndNote cover how to collect references, download the link to Word, the Cite While You Write plugin and cite references in your documents.

     

    Collecting References

     

     

    Installing EndNote Online Plug-Ins for Windows 

     

    Installing EndNote Online Plug-Ins for Mac

     

    Citing references using EndNote

     

    Linking to Word

    If you are using EndNote Online on your own pc or laptop, you will need to download the Cite While You Write plugin. You access this via Options - Download Installers. When you have done this, you will have a tab on the right of your Word document saying EndNote Online which enables you to search for, insert and edit citations.

    Browser Add On for Internet Explorer

    When you download the CiteWhile You Write plugin, you will also install an extension to Internet Explorer which enables you to export references directly to EndNote Online from a range of databases including Google Scholar (You need to amend your Scholar preferences to recognise EndNote bibliographic software). You will see the plugin listed on the Add on bar and you can manage it via Tools.

    Organising references

    You can copy references from your EndNote library into groups to organise your references if you wish. You can also share groups with others who have an EndNote Online account - this is useful if you are collaborating in the production of a paper, as citing from the same library reduces the likelihood of problems in the reference list.

    Storage for PDFs etc

    Your EndNote Online account will give you access to 2 Gb of cloud storage for pdfs, Word documents, images etc. If you link your EndNote Online account with EndNote desktop on campus, unlimited storage is available.

  • EndNote FAQs

    Frequently asked questions about using EndNote and EndNote Web

    If your EndNote query isn't answered on this page or in one of our Quick Start Guides, please contact the Academic Services team.

    Click on an FAQ to jump to the answer.

    I've typed in my author - United Nations - but it's not displaying properly in my reference. What can I do?

    In my Word document my citations have suddenly disappeared and have been replaced by lots of code with curly and angle brackets. What has gone wrong?

    I'm using the Harvard style, but I don't want the author names to be in capitals in the bibliography. Can I do anything about this?

    In Online search I can't find the connection to Lancaster University. Where has it gone?

    How do I add letters with accents?

    The EndNote tab in Word has just disappeared. How can I get it back?

    Can I use EndNote over the VPN at home?

    My EndNote tab in Word says EndNote Web, not EndNote X7. Where has the correct tab gone?

    One of my citations is showing the author's initials as well as surname. How can I get rid of the initials?

    I've heard I can export information about my research from an EndNote library to PURE. How do I do that?

    My numbered citations in the Vancouver style aren't in the right order. What is the problem?

    I need the journal titles in my reference list to be in abbreviated format. How do I do that?

    I've created a bibliography using Microsoft Word's reference tool. How can I start using EndNote without losing my work?

    Can I use EndNote with OpenOffice?

    I'm using EndNote Online on a lab/library pc but I can't see the EndNote tab in Word. How can I download it?

    I've accidentally deleted my Endnote library. Is there anything I can do?

    How can I count the words in my essay without the citations and reference list?

    I've typed in my author - United Nations - but it's not displaying properly in my reference. What can I do?

    When you have a corporate author - an organisation or company - you need to put a comma at the end of the name in the Author field when you are entering a reference manually.

    In my Word document my citations have suddenly disappeared and have been replaced by lots of code with curly and angle brackets. What has gone wrong?

    You are seeing the normally hidden field codes in Word, eg:

    <EndNote><Cite><Author>Moir</Author><Year>2002</Year><RecNum>1676</RecNum><Display

    To remove them, select Alt + F9.

    I'm using the Harvard style, but I don't want the author names to be in capitals in the bibliography. Can I do anything about this?

    You can customise the output style if you are using EndNote desktop ( this isn't possible in EndNote Online). Select Edit, Output styles, Edit "Harvard". Then click on Author Name under Bibliography and select Normal in the Capitalization drop down list. Do the same thing for Editor name. Then save the file, which will be named Harvard copy and saved to your H: drive if using a university PC. The new style will now be available to select in the normal way when choosing an output style.

    In Online search I can't find the connection to Lancaster University. Where has it gone?

    If you have loaded EndNote onto a non-managed machine, the connection file for the catalogue here will not be included. You can add the file to your EndNote program - see the Endnote files tab at the top of the page.

    How do I add letters with accents?

    The easiest way is to copy and paste from Word via the insert symbol function. You can also access the Character Map directly via: Start - Programs - Accessories - System Tools - Character Map. Copy the desired symbol to the clipboard, then paste it into your reference.

    The EndNote tab in Word has just disappeared. How can I get it back?

    The link between EndNote and Word has become corrupted. To solve this you need to enable the relevant plugins again. Click on File and Options in Word. Next click on Add-Ins on the left. In the Manage: drop-down list at the bottom of the page, click on Disabled Items and then on Go. Select the EndNote plugins and click Enable.

    Can I use EndNote over the VPN at home?

    You can access EndNote desktop on your own machine either at home or on campus via AppsAnywhere.

    My EndNote tab in Word says EndNote Web, not EndNote X7. Where has the correct tab gone?

    You can restore the EndNote X7 tab: Click on the tab, then Preferences, then Application. From the drop down Application list, select EndNote and click OK. The EndNote X7 tab will be restored.

    One of my citations is showing the author's initials as well as surname. How can I get rid of the initials?

    Initials are used to distinguish between two authors with the same surname. You will also find initials appearing when the name of the same author is recorded slightly differently in separate references. Check all the instances of the same name in the references in your library and ensure that you use the same name format in all of them. Update the citations and the initials should then disappear.

    I've heard I can export information about my research from an EndNote library to PURE. How do I do that?

    In your EndNote library, click on File and Export. In the dialog box select text file in the Save as type drop down box. Click on the Output style drop down box, click on Select another style..., highlight Refman (RIS) Export and click Choose. Uncheck Export Selected References to export the whole library or select the required references in your library and leave this box checked. Click on Save. You can then import this file into Pure.

    My numbered citations in the Vancouver style aren't in the right order. What is the problem?

    You have probably inserted a citation into a text box. Such citations are formatted first at the top of your reference list. If you are using Word 2007 or earlier, you can just covert the text boxes to frames. To do this right click on the text box and choose format - text box. Select the text box tab and click the convert to frame button then click OK to confirm. In Word 2010 you will need to insert a frame, paste in your contents and then enter your citation. To insert a frame, right click on the ribbon. Click on Customise quick access toolbar. Add Insert horizontal frame. You will then be able to insert a frame when needed.

    I need the journal titles in my reference list to be in abbreviated format. How do I do that?

    You can only work automatically with journal title abbreviations in EndNote desktop, not in EndNote Online. In the desktop application you need to import one of EndNote's abbreviation files. To do this, click on Tools, Open term lists, Journals term lists. Highlight any terms currently there and click Delete terms. Now click on the Lists tab, and on Import list..., select the relevant list and click Open. The abbreviations list will be loaded into your EndNote program. Now if your style requires abbreviated journal titles, they will be supplied automatically.

    I've created a bibliography using Microsoft word's reference tool. How can I start using EndNote without losing my work?

    You can transfer all the references you have created in Word to EndNote. In the EndNote tab click on Export to EndNote, Export word Master List. All the references will be transferred to your EndNote library.

    Can I use EndNote with OpenOffice?

    You can use EndNote desktop's Cite While You Write tool with OpenOffice Writer 3.x. The tool is installed automatically, but if you install EndNote after Open Office you will need to activate CWYW: close OpenOffice then in Control Panel select uninstall or change a program, find EndNote, click Repair and restart OpenOffice.

    EndNote online does not have a CWYW plugin, but you can insert your citations manually and then create an independent reference list using the Format - Bibliography options. You can also format your citations and bibliography using EndNote online: type your citations in the format {Smith, 2009} and save your file as Rich Text Format (.RTF). In EndNote online select Format then Format paper. Browse for your saved file, select your output style (eg Harvard Lancaster) and click Format. You can then view or save your document.

    I'm using EndNote Online on a lab/library pc but I can't see the EndNote tab in Word. How can I download it?

    To see the tab, you need to launch EndNote desktop via AppsAnywhere (make sure Word is closed before you do this). When you have launched the program, minimise the window and open Word where you will see a tab which says EndNote X8. Click on the tab, then Preferences and Application. From the drop down Application list select EndNote online and click OK. At the next box log in to your EndNote online account. The tab will then enable you to access your EndNote online account and insert citations.

    I've accidentally deleted my Endnote library. Is there anything I can do?

    If you still have the .Data folder, which should be in the same location as your library, you can try to recover the references: Locate the .DATA folder which was associated with the EndNote library e.g. for Paleo.enl this folder is called Paleo.DATA. Launch Notepad via Start, All Programs, Accessories and click on File, Save As. Change the Save As Type option to 'All Files'. Save a blank Notepad file with the name of your library followed by .ENL e.g. Paleo.enl in the same location as the .DATA folder. Close Notepad and launch EndNote. Click on File, Open, Open Library. Select the Paleo.enl file you have created in Notepad and your references should appear.

    How can I count the words in my essay without the citations and reference list?

    EndNote has a style which will do that for you. EndNote online: In your Word document select the style called “Lancaster – word count” via Select Another Style… in the Style box’s drop-down list. Click on Update Citations and Bibliography to apply it to your document and obtain a word count which excludes citations and bibliography. Then change back to your normal style. EndNote desktop (X8): Copy the "Lancaster - word count" style to the Styles folder in your EndNote program. Then select the style via Select Another Style… in the Style box’s drop-down list. Click on Update Citations and Bibliography to apply it to your document and obtain a word count which excludes citations and bibliography. Finally change back to your normal style.

  • EndNote Files

    Connection files for integration with OneSearch, terms lists and style files.

    Connection files

    Connection files enable EndNote to link to and search online bibliographic services (library catalogues and bibliographic databases) and download the references found directly into EndNote libraries.

    The default EndNote installation contains almost 500 connection files for commonly used online services. The connection files are usually located in the folder "C:\Program Files\EndNote n\Connections", but this depends on the options selected when EndNote was installed.

    The connection file for the Lancaster University Library catalogue is not included in the default installation, so if you have purchased EndNote you will not have this connection, but you can copy it from this page to the EndNote Connections folder on your computer.  Save the file and then copy and paste it into your connections folder.

    EndNote Lancaster Connection OPAC File

    Medical Journal terms list

    If you use the Vancouver style (for medical students), you need to import the medical journal terms list to ensure that you have access to journal title abbreviations.  In EndNote click on Tools, Open Term Lists and Journals Term List.  Delete the entries in the Terms tab and click on the Lists tab.  Import the Medical Journal terms list file available below - save it to your computer first.

    EndNote medical journal terms list

    Vancouver (Liverpool) for medical students

    You can use the Vancouver (Liverpool) style to format your documents.  Paste the style in to the styles folder in the EndNote X8 program in your C drive (in program files), or if you can't access this, in the EndNote, Styles folder in the My Documents section of the H drive.  You will need to save the file to your computer first.

    EndNote file: Vancouver (Liverpool) for Medical Students

     Word count style

    A blank style which enables you to count the words in your document without the citations and reference list.  Paste the style in to the styles folder in the EndNote X8 program in your C drive (in program files), or if you can't access this, in the EndNote, Styles folder in the My Documents section of the H drive.  You will need to save the file to your computer first.

    Lancaster - word count