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EndNote versions

The latest version available at UniSA is EndNote X1. This version is compatible with Windows 2000, XP and Vista, and is supported by the University. Information about EndNote versions can be found on the EndNote website (opens in new window).

The University of Queensland Library provides comprehensive Upgrade Notes for New Versions of EndNote (opens in new window)

EndNote Web

Access EndNote Web (opens in new window).

Review a quick comparison between EndNote and EndNote Web (opens in new window)

Apple Mac computers
The library offers the EndNote program for Apple Macintosh, but only supports Microsoft Windows.

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How do I get EndNote?

The University of South Australia has a site licence for EndNote, which permits current staff and students of the University to use the software both on campus and at home

On campus - staff and research students
EndNote is available from the University software server. If you are not authorised to access this yourself, contact your local IT support staff and they can install EndNote for you

On campus - all other students
Access EndNote from UniSA computer barns. It is loaded in the Applications Folder on the desktop

  1. Go to the shortcut on the desktop called X Applications, where X is the location of the barn or pool. For example if you were in the computer barn on Level 4 of the Library at City West, the shortcut would be called CS4-01 Applications
  2. Open the folder called EndNote Net
  3. Open the EndNote Program shortcut

Saving your EndNote library - if you create or edit an EndNote library on these computers, it will not be saved after you log off. You will need to save it to an external device, or email the file to yourself before you log off

Filters, Styles and Connection Files - Any files that you download will not be saved beyond the current session. You will need to download them for each new session that you need to use them

Off campus

OR

External and Offshore UniSA Staff and Students

UniSA Staff and students who do not live in Adelaide or Whyalla and who are unable to download the software, may obtain loan copies from the Flexible Information Service (FIS). Either email or telephone FIS staff with the following information:

You will then be sent a copy of the licensing agreement to complete and return to the FIS. Once a completed copy of the licensing agreement has been received, you will either be sent the software or, if all copies are out on loan, be placed on a waiting list. Students and staff will need to organise and pay for the return of the software to the FIS

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Training

Please note that generic face to face training is not provided at UniSA for EndNote.

EndNote Webinars

Live Webinar classes are available from time to time. They will cover:

Go to the EndNote training site (opens in new window) to find more information and times, or to register for a session. Toll free numbers are available for Australia.

Online training

There are many freely available online tutorials on the web, and some are listed below

Using Connection Files

Using a connection file from within EndNote allows you to connect to, search, and import references from freely available resources such as library catalogues and PubMed.

There are many connection files already loaded within the EndNote program and more are available from EndNote - Connection Files (opens in new window). Save downloaded connection files to your Connections folder in EndNote. You will need to have your EndNote Library closed while doing this, or else close and reopen it after downloading the file. The new connection file will then be available for use

UniSA Library catalogue connection file

The connection file to the University of South Australia Library catalogue is loaded in the student computer pools or barns. You need to load this into the Connections folder on your own computer.

Using different referencing styles

Referencing Styles
Bibliographic or referencing styles are files that are used to control the appearance of references in a bibliography. Each one of these styles is stored as an individual file in the Styles folder in your EndNote folder and is designed for formatting in-text citations and bibliographic entries for all types of references.

Editing a style
To see a complete list of available styles, in EndNote choose Output Styles from the Edit menu, and select Open Style Manager. Each style has information and a preview. New styles can be created, or existing styles can be modified to suit your own needs or the requirements of the University. Editing or modifying an existing style is often preferable to creating a new one, however we recommend that you save the original style by giving your modified style a different file name.

UniSA Harvard author-date referencing style

Learning Connection at UniSA has developed a guide for a modified Harvard referencing style, which is used in many programs. This version of Harvard was chosen because it is the standard for the Australia Government Printing Service, and it incorporates simplified punctuation which is easier to learn, and potentially causes less stress on the wrists. For details of this style see Referencing using the Harvard author-date system (PDF 146kb, opens in new window).

The Harvard style in EndNote is very different from the Learning Connection style, so the Learning Advisers and Librarians have produced a modified Harvard (UniSA) style (June 2004) which you can download to your computer. You will need to have your EndNote Library closed while doing this, or else close and reopen it after downloading the file. The UniSA style will not be updated, so you may need to modify the style as both EndNote and the Referencing guide change.

The Harvard (UniSA) style is loaded in the student computer pools or barns. You need to load this into the Styles folder on your own computer.

Additional styles are available from EndNote - Output Styles (opens in new window)

Legal referencing

This information is based on the University of Queensland (UQ) Library guide Using the Australian Guide to Legal Citation (2nd edition) with EndNote 9 or X (opens in new window).

Legal reference style

The University of Queensland has created two output styles for legal referencing that conform with the requirements of the Australian guide to legal citation (2nd edition) (opens in new window).

  1. Footnotes only (for short documents such as journal articles)
  2. Footnotes plus bibliography (for longer works that require a bibliography such as a thesis or book)

For information about how to download these styles see section 1.3 of the guide Using the Australian Guide to Legal Citation (2nd edition) with EndNote, (opens in new window) or download directly from http://www.library.uq.edu.au/endnote/styles.html (opens in new window)

Legal reference type

The University of Queensland has created a legal reference type using the Modify Reference Types function in EndNote. We recommend that you use the instructions in section 2.4 of the guide Using the Australian Guide to Legal Citation (2nd edition) with EndNote (opens in new window) to create a new type called Legal.

For more information about the legal reference type read section 2 of the guide Using the Australian Guide to Legal Citation (2nd edition) with EndNote, (opens in new window)

Help and FAQs

There are a wide range of help products available from EndNote support, and from university libraries.  Generic face to face training is not provided at UniSA for EndNote.

EndNote Manual

Use the comprehensive user manual in the first instance if you are encountering problems with EndNote. It can be accessed from Start > Programs > EndNote > EndNote Manual. In the student computer pools go to the Applications folder to find the EndNote folder.  The EndNote guided tour in Chapter 3 provides a good start.

EndNote Support website:

 

UniSA - Frequently Asked Questions

Connecting to databases from within EndNote

Q: Can I search databases from within EndNote?

A: At UniSA you can only search freely available resources, such as the UniSA catalogue and PubMed when using Connection files in EndNote. Click on the link to download the connection file to the University of South Australia Library catalogue. For other online databases, search from within the databases, and then export or import your references to EndNote. See Exporting references from databases.

Importing manually typed reference lists

Q: is there a filter option that enables you to import a manually typed reference/bibliography list in Word into an EndNote library?

A: The answer to this is both yes and no! Provided that each reference is formatted in exactly the same way, it may be possible to write an import filter. However, if there are different reference types involved, then the writing of a filter becomes more complex. As a general rule, if your bibliography is less than 200 references, then it is recommended that you manually place these references into your EndNote library using the copy and paste method. If your bibliography is over 200 references and your source formatting is consistent, writing your own import filter may be a viable option. Note that a missing comma, spaces in the wrong places, or incomplete references will add time and complexity to the task.

Merging theses chapters

Q: I have nearly finished my thesis and each chapter is a separate word document. I have used EndNote to insert in-text citations. How do I get the list of references to appear at the end of my thesis instead of at the end of each chapter?

A: You could use a thesis template. The University of South Australia has information on thesis templates, in its Word for thesis writing online workshop. Ensure each of your documents are unformatted and paste them into the chapters provided in the template. When you format your bibliography, all of your references will appear at the end of the document. Another method is to use Master Documents. Information can be found in Chapter 10 of the EndNote manual in the section entitled Creating a Bibliography from Multiple Documents. Also consult the Word help files for more detailed information about master documents.

Ensure that your documents are unformatted before placing into a master document. Adepts Scientific's  EndNote list archive (opens in new window)  has information and advice from other users of master documents. Whatever method you choose, remember to preserve your original documents in case a problem occurs

Missing EndNote toolbar in Word

Q: I have installed EndNote but the toolbar is missing and no commands appear in the Word Tools menu. What has happened?

A: This problem sometimes occurs when someone upgrades their system. It is important that the new version of Word is installed before installing EndNote. If this is the case, you will need to uninstall then reinstall EndNote.  See the EndNote FAQ (opens in new window) on this topic for more information.
 

Diacriticals

Q: The quickest way to add a diacritical in EndNote is to hold down the ALT key and type the ascii number using the number pad on your keyboard. E.g. to add an e with two dots you would hold down the ALT key and type 137 = ë

You can store these in a term list for easier access later:

  1. Open your EndNote library
  2. Go to the e Tools menu and select Define Term Lists.
  3. When the box opens click on the button for Create List - another box will open
  4. Give the new list a name e.g. Diacriticals and click OK (you may need to click cancel afterwards to close the second box
  5. To add content before you close the box:
    Select the new list you just created and click on the Terms tab at the top of the box.
    Click on the New Term button and hold down the ALT key and type 137.
    Click OK
  6. To add more content later go to the Tools menu and select Open Term Lists.
    Select the list you want to add content to e.g. Diacriticals.
    Click on the New Term button hold down the ALT key and type the ASCII number
    Click OK and then Close

To insert the character into a new reference (or existing reference):

  1. Open the reference you want to add/edit
  2. Go to the Tools menu and select Open Term Lists - select the list you want to add content to e.g. Diacriticals
  3. Highlight the term you want to insert and click on the Insert Item button
The table showing the ASCII codes is on page 109 of the EndNote Manual.

Numbering Reference lists or bibliographies

Q: How do I add numbers to my reference list or bibliography?

A: You need to edit the style you are using

From within EndNote:

  1. Go to the e Edit menu and select Output styles and then select the style you want to edit
  2. Open the style you want to edit and go to File menu, and Save as. Remember to rename the file eg Harvard modified date
  3. In the left hand menu under Bibliography select Layout
  4. Place your cursor in the box labelled Start each reference with and then go to the Insert field button. From the drop down list select Bibliography number
  5. Go back to the drop down menu and select Tab (this will show in the text box as a small arrow)
  6. Place your cursor in the box labelled End each reference with and go to the Insert field button. From the drop down list select End of paragraph
  7. At the bottom of the screen in the box labelled Hanging indent select All paragraphs
  8. Close to save the changes

EndNote and LaTeX

Q: If I have a list of references in EndNote can I import it into a LaTeX reference list?

A: Yes, you can import EndNote references into a LaTeX reference list. See the following websites for detailed help

LaTeX is a document preparation system for high-quality typesetting. It is most often used for medium-to-large technical or scientific documents but it can be used for almost any form of publishing. It is used for typesetting of complex mathematical formulas, advanced typesetting of mathematics with AMS-LaTeX and automatic generation of bibliographies and indexes.

Naming a new reference type

Q: I cannot rename the default reference type (Unused 1) when creating a modified reference type. How can I edit this field?

A: Place the cursor in the box below the one you want to edit. Use the Up arrow to move up to the Unused 1 box. You can now edit this field