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Online Guide. Installing EndNote for PC. For installation issues, contact NUS IT Care Tel: 6516-2080, Email: [email protected] Fundamentals of EndNote X5 with CWYW using MS Word 2007. NUS Libraries EndNote Team

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online guide
Online Guide

installing endnote for pc
Installing EndNote for PC

For installation issues, contact NUS IT Care

Tel: 6516-2080, Email: [email protected]


PART I [presented by Winnifred Wong]

Introduction to EndNote & workflow

Adding references to your library

Managing references: groups & duplicates

PART II [presented by Patrick Pu]

Cite While You Write

Backing up and recovering

EndNote vs. EndNote Web

introduction to endnote
Introduction to EndNote
  • A software that:
  • stores and organises references from many sources
  • inserts these references into a Word document, and
  • automatically formats your references according to a predefined citation style
citations bibliography
In-text Citation

Herring and Paolillo (2006) found that the genre of a web entry, rather than the gender of the writer, affects the style of writing.

Citations & Bibliography


Herring, S. C., & Paolillo, J. C. (2006). Gender and genre variation in weblogs. Journal of Sociolinguistics, 10(4), 439-459.

  • Two places to cite the references you have used:
  • within a sentence (in-text citation)
  • at the end of the document (bibliography/references)
the endnote library
The EndNote Library

Contains all your references. No limit to number of references, but <100,000 is recommended

step 1 create an endnote library
Hands-onStep 1: Create an EndNote Library

All programs > EndNote > EndNote Program

File > New

Filename: Project (*.enl)


step 2 add references to the library
Step 2: Add References to the Library

Import PDF



Import .Txt File

Online Search

Manual Inputting

EndNote Library

Cite While You Write

MS Word/Open Office

method 1 direct export
Method 1: Direct Export

Export references directly from a database.


1. At the database, select the records you want

2. Save, output, export or send to EndNote (The EndNote option may also be labeled as “RIS”)

3. Click “Open” to transfer records to your EndNote library

method 1 direct export1
WOSMethod 1: Direct Export

1. Mark the records

2. Click on EndNote

method 2 import txt file
Method 2: Import .txt File

Which filter to use?

Used when references cannot be exported to EndNote.


At the database, select the records you want

Export file and save on desktop.(File format is usually .txt, but for PubMed, it’s .nbib )

In EndNote, go to File > Import

Browse and select the .txt file

Select Import option > Other filters e.g. PubMed (NLM)

method 2 use a filter
PubMedMethod 2: Use a Filter

1. Mark the records

2. Choose Citation manager

3. Create file

method 3 online search
NATLMethod 3: Online Search

Search free databases and library catalogues (e.g. LINC, Library of Congress)


Go to Online Search > More

Select a free database or catalogue, e.g. NATL U of Singapore

In the online search pane, search by exact titleof book

method 3 online search1
Method 3: Online Search

Select more

Search by the exact title

method 4 import pdf files
Method 4: Import PDF Files

Extracts references from PDF files

PDF must contain a Digital Object Identifer(DOI) and is not a scanned document.


In EndNote, go to File > Import

Choose either file or folder, and Import Option > PDF

Note: If the author, title, journal, etc, fields are not auto-populated, the PDF is of the wrong format

method 5 manual inputting
Method 5: Manual Inputting

Link to the video:

add references to the library re cap
Add References to the Library (Re-Cap)

Import PDF



Import Text File

Online Search

Manual Inputting

  • Some databasese.g. Factiva, BAS
  • Library catalogues e.g. NUS, LOC
  • Only for PDFs with DOI no. and is OCRable
  • Use as last resort

EndNote Library

Cite While You Write

MS Word

managing references custom groups
Managing References: Custom Groups

Go back to All References.

Select references and drag into custom group. Alternatively, right click on the references > add references to.

Create folders to group (categorise) references

managing references smart groups
Managing References: Smart Groups

Automatically group references based on your search criteria, e.g.: author/year/title contains/is/word begins with…

Note: Any references added to EndNote will be automatically filed in the group, with immediate effect




step 3 duplicate references
Step 3: Duplicate References
  • To find duplicates:
  • References > Find Duplicates


Introduction to EndNote & workflow

Adding references to your library

Managing references: groups & duplicates

PART II … coming up in 5 mins

Cite While You Write

Backing up and recovering

EndNote vs. EndNote Web

cite while you write cwyw
Cite While You Write (CWYW)
  • Use MS Word to insert citations into your paper
  • Create a paper with properly formatted references, bibliography, figures & tables
  • To differentiate citation and bibliography fields, change the MS Word’s Field Shading option.
  • Do NOT edit the references in MSWord, but in EndNote Library only.
setting for field shading in word
Setting for Field Shading in Word

> Word Options > Advanced > Show document content

Field shading > change to “Always” [Word 2007]

endnote tab field shading
EndNote Tab & Field Shading

If EndNote is properly installed, you will see the EndNote tab in Word

After you add references, Field shading shows up as text highlighted in grey.

inserting citations
Inserting Citations

Method 1: Find Citation

a. EndNote X5 tab:

Insert citation > Find Citation

b. Search for a word in any field (e.g. title, author)

c. Select the references that you want to insert into your paper

Method 2: Insert Selected Citation(s)

In EndNote library, select a reference you want

Go to Word and place cursor at insertion point

Click on Insert Citation > Insert Selected Citation(s)

editing citations library references
Editing Citations & Library References

a. This is where you remove a citation if you no longer want to cite it. Or, edit a reference instead of changing it manually on the Word document.

b. Use this to exclude author or year in the in-text reference, or add page number.



which citation style to use
Which citation style to use?
  • Please check with your lecturer or thesis supervisor
  • OR ask the journal for their style guide

To change the citation style

In MSWord, EndNote X5 tab:

Click on Style > Select Another Style…

change create a bib section
Change & Create a Bib Section

To create bibliography section*

Bottom right corner of Bibliography group > Layout > Bibliography title

Type “References (or Bibliography)”

*The bibliography section appears only when you insert a citation

convert to plain text
Convert to Plain Text

Before sending documents to a publisher or IVLE, strip the field codes used for EndNote citations because they may interfere with other software.

EndNote X5 tab > Bibliography Group > Convert Citations and Bibliography > Convert to Plain Text.

A copy of the Word document will be created with no field codes.

backing up library 1
Backing Up Library (1)
  • Method 1: Save a Copy
  • Creates an exact copy of the library  xxx Copy.Data and xxx Copy.enl
  • File > Save a Copy…
backing up library 2
Backing Up Library (2)
  • Method 2: Compress Library
  • Saves the .enl file and .Data folder into a compressed file
  • File > Compressed Library (.enlx)
  • To restore: File > Open > Open Library…
export travelling library
Export Travelling Library
  • Exports all the references used in your current Word document to another (or new) library
      • EndNote X5 Tab > Tools Group > Export to EndNote > Export Traveling Library
endnote vs endnote web
EndNote vs EndNote Web

new in endnote x6
New in EndNote X6
  • Sync your EndNote and EndNote Web libraries’ references, attachments, and groups
  • Track references and find your favorites
  • See more with the expanded layout options
  • Email a reference, including file and figure attachments
  • Use PubMed direct export feature to import records in fewer steps
  • Manage medical journal names and abbreviations with the updated terms list covering over 13,000 journals
  • and more…
more information
More Information

NUS EndNote LibGuide–

Contact NUS Libraries’ EndNote team: [email protected]

Endnote Training YouTube Channel –

EndNote Updates–

Output Styles –

Import Filters

Connection Files

Microsoft Word Templates

Frequently Asked Questions

EndNote X5 Getting Started Guide (PDF)