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EndNote X1 Basics. Dr. Christiane Holtz holtz@ulb.uni-bonn.de , 24. November 2009. Introduction. The EndNote Library. EndNote Library = [your references].ENL

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Endnote x1 basics

EndNote X1 Basics

Dr. Christiane Holtz

holtz@ulb.uni-bonn.de, 24. November 2009

The endnote library
The EndNote Library

  • EndNote Library = [your references].ENL

  • Figures, groups and other significant files are stored in a [your references].DATA folder. Move, copy or rename both the ENL-file and DATA-folder.

  • Save ENL-file and DATA-folder together in a compressed library [your references].ENLX.File >> Send to >> compressed library

  • To restore a compressed library open the ENLX-file in EndNote. ENL-file and DATA-folder will be extracted.


  • Multiple users can not edit one library at the same time

  • Multiple users can access one library at the same time: use Windows Explorer to select the Read-Only attribute for ENL-file and DATA-folder

  • Use the network‘s system of file permissions to control the typ of access allowed for users

Endnote web
EndNote Web

  • Students and staff of Bonn University have free access to EndNote Web (http://www.myendnoteweb.com) as a component of Web of Science (via Bonn University Network)

  • Web-based

  • Limited functions

  • Sharing groups with other EndNote Web users

  • Easy transfer to desktop

The library window
The Library Window

Reference listpane

clickoncetoselect a reference

double clickingto open a reference

Groups pane

Preview toviewformattedreferences


  • Permanent Groups

    • All References

  • Custom Groups

    • Create a new Group: Group >> New Group

    • Move references from the All References groupto the custom group bei drag and drop or choose References >> Add References To

Output styles
Output Styles

  • Determine how references are formatted in the preview and for the Format Bibliography, Format, Print, Export commands

  • Output Styles on the Main toolbar: List with some common styles

  • Edit >> Output Styles >> Output Style Manager: Over 2,800 Styles.

Output style manager
Output Style Manager

Mark your favourite style for quick access from style menu on the main toolbar


Edit >> Preferences ...

  • Reference Types

    • Default Reference Type: Choose which type is default when creating a new reference

    • Modify Reference Type: Rename, sort or hide input fields

    • Reference Type Table >> Export/Import:Save Preferences and import it in other libraries

  • Display Fields: Change Reference List pane

  • ...

Searching in endnote
Searching in EndNote




Boolean operatorlist



Match case and match words
Match Case and Match Words

  • By default Endnote ignores capitalization and finds partial-word-matches

  • Use Match Case to find "AIDS" but not "aids"

  • Use Match Words to find "state" while ignoring "statehood" or "understated"

Entering a new reference
Entering a New Reference

  • Reference >> New Reference

  • Select a Reference Type

  • Enter bibliographic data (mind citing rules)

  • Close the reference to save it

Reference Type list

Author field
Author Field

  • One name per line

  • (first name) (second name) or (second name), (first name) - EndNote recognizes first and second name. Problem:

    • Entering "Li Peng" => Output "Peng, Li" wrong

    • Entering "Li, Peng" => Output "Li, Peng" ? depends on citation rules of your institute or publisher

    • Entering "World Bank" => Output "Bank, World" wrong

      Entering "Li Peng," => Output "Li Peng"

      Entering "World Bank," => Output "World Bank"

Searching databases with endnote
Searching Databases with EndNote

  • Connection files tells EndNote

    • which database

    • where to find it

    • what search options are available

  • Access restricted databases

    • via Bonn University Network

    • via VPN-Client

    • no access to databases without licence at Bonn University

Selecting databases
Selecting Databases

  • Edit >> Connection Files >> Open Connection File Manager

  • Select databases

  • Your favorite databases: Tools >> Online Search

List of all databases

Selected databases

Searching and retrieving references
Searching and Retrieving References


Saving references
Saving References

  • Destination libraryisclosedornew: Copy References to

  • Alternativlyifdestinationlibraryis open: Drag anddrop

Importing reference data
Importing Reference Data

  • Open database, search and save results

  • Open EndNote, from File Menu choose Import

  • Choose saved results

  • Select Import Option

Import options
Import Options

  • EndNote Library: From one EndNote library to another

  • EndNote Import: downloaded from database which offer EndNote format

  • Tab-Delimited: text files in which the fields are separated by tabs

  • Reference Manager (RIS): a common export format to export bibliographic data

  • ISI-CE: text files downloaded from Web of Science

  • Other filters: special filters configured to import data from a variety of databases

Importing data from ulb main cataloque
Importing Data from ULB Main Cataloque

  • Search DigiBib (see www.ulb.uni-bonn.de)

  • Save results as „Lesbarer Text in deutsch“

  • Open EndNote, choose Import Option „Other Filters“, select Digibib (HBZ)

  • A new version of DigiBib is under way. It will offer EndNote format.

Cite while you write
Cite While You Write

  • Cite a reference and generate bibliography with MS Word 2000, XP, 2003 or 2007

  • Open the EndNote Library

  • Start Word and open the paper your are writing

  • Position the cursor in the text where you would like to put the citation

  • Word 2007: EndNote tab >> Citations >> Insert Citations >> Find Citation(s)

Cite while you write1
Cite While You Write

  • search EndNote library (any term or combination of terms found in the reference)

  • select reference

  • insert reference

Changing bibliographic format
Changing Bibliographic Format

  • Citations are automatically formatted

  • A bibliography is updated at the end of the document

  • To change formate in Word:EndNote tab >> Bibliography>> Format Bibliography

Select output style

You don t use ms word
You don't use MS Word?

Format Paper feature: copying temporary citations from EndNote and pasting them into your word processing document.

  • Open your word processor

  • Have EndNote runnig in the background to switch between the two progams

  • RTF (Rich Text Format):first save a copy of your paper as RTF, then scan that copy

  • ODT (Open Office):you can scan Open Office documents directly

Scanning files
Scanning Files

  • Open your document

  • Position the cursor in the text where you would like to put the citation

  • Switch to EndNote, select references that you want to cite

  • Edit >> Copy, return to your word processor and Paste -or drag and drop

  • Citations appear in EndNote temporary format: Moorhouse, 1993 # 125

  • When you have finished additing citations save your document

Formatting files
Formatting Files

  • Return to EndNote

  • Tools >> Format Paper, select your RTF or ODT document

  • Check the Citations window to make sure that EndNote was able to find matching references for all of the citations.

  • Select an output style

  • Format: EndNote creates a copy ofyour paper with formatted citations and a bibliography

Exporting references
Exporting References

Use Export to create a file of references formatted according to the chosen output style.

  • Text File:for draft purposes or to import into another database.

  • Rich Text Format (RTF):preserves font and text style informations, ideal for editing or printing a stand-alone-bibliography using a word processor.

  • HTML or XML:for World Wide Web

Endnote x1 basics

  • Tutorials and Webinarswww.endnote.com/training/

  • More Output styles, Import filters, Connections files ...www.endnote.com/support/ensupport.asp

  • Administrator: Updates and Patcheswww.adeptscience.de/bibliographie/endnote/