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EndNote versions


EndNote (desktop version)
EndNote X3 will be available at UniSA during Study Period 2, 2010. Until then, the latest version available at UniSA is EndNote X2.02. This version is compatible with Windows XP and Vista, and Microsoft Word 2003 and 2007. It is supported by the University. Information about EndNote versions can be found on the EndNote website (opens in new window).

Apple Mac computers
EndNote X3 will be available at UniSA by Study Period 2, 2010. Until then, the latest version available at UniSA is EndNote X2.02. The library offers the EndNote program for Apple Macintosh, but only supports Microsoft Windows.

EndNote updates
Go to the EndNote updates (opens in a new window) page to download the latest updates, or select Start - Programs - EndNote - Update EndNote.

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

EndNote Web

The current version (January 2010) is 2.8. EndNote Web is automatically updated as it is a web product, and so you don't need to load new versions.

EndNote Web was designed primarily for undergraduates. It allows easy accessibility, however you cannot customise your library by downloading styles, connection files or import filters. You also cannot customise display and other settings. However, the Harvard (unisa) style and the UniSA Catalogue Connection file are pre-loaded.

If you are a researcher you can create a ResearcherID profile within the Web of Knowledge databases, and an EndNote Web library will automatically be created for you with all your ResearcherID references. You can produce a paper, or a bibliography for grant applications, and you can also transfer your references into EndNote.

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

For more information about EndNote Web, refer to the EndNote Web website (opens in new window), or Chapter 21,p 629 of the EndNote X3 Manual (opens in new window) or Chapter 20, p 570 of the EndNote X2 Manual (opens in a new window).

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How do I get EndNote?

EndNote desktop version

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
  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 Off Campus Library Service (OCLS). Either email or telephone OCLS staff with the following information:

You will then be sent a copy of the licensing agreement to complete and return to the OCLS. Once a completed copy of the licensing agreement has been received, you will either be sent the software or. Students and staff will need to organise and pay for the return of the software to the OCLS.

EndNote Web
Access EndNote Web from the EndNote Web page (opens in a new window) or from within the Web of Knowledge databases.

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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. You can create new styles, or modify existing styles 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. By default, the edited style will be saved in a folder at C:\Documents and Settings\[UserName]\My Documents\EndNote\Styles. See Folder locations for more information.

The University of Queensland Library has created a Tutorial on Writing Output Styles in EndNote 9/X/X1/X2 (opens in new window).

UniSA Harvard author-date referencing style

The Learning and Teaching Unit at UniSA has developed a guide for a modified Harvard referencing style (PDF 145kb, opens in new window), which is used in many programs.

The Harvard style in EndNote is very different from the Learning and Teaching Unit style, so the Learning Advisers and Librarians have produced a modified Harvard (UniSA) style (June 2004) which you can download to your computer in your My Documents - EndNote - Styles folder. Your EndNote Library must be closed while doing this; 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 already loaded into EndNote, in the student computer pools or barns. You need to load this into the My Documents - EndNote - Styles folder on your own computer.

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

Legal referencing style

At UniSA, the School of Law uses a legal referencing style based on the Australian Guide to Legal Citation (AGLC) (2nd edition, 2002) (PDF, opens in new window).

To output EndNote references using AGLC, UniSA has adopted The University of Technology Sydney's AGLC (UTS) style.

EndNote X3 installed at UniSA or downloaded from the UniSA Library EndNote website will already include the AGLC(UTS) referencing types and style.

If you are using an earlier version of EndNote and wish to use the AGLC legal style, you can follow the UTS instructions as adapted below. Follow the instructions on the UTS Law EndNote X1: Install page (opens in new window) but please note that in Step 2, you need to save the style to a different location than that specified:

Where UTS states

at UniSA you need to

UTS EndNote links

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Folder Locations

Folder locations are important if you download or modify styles, connection files or import filters. EndNote has set its personal folder default location preferences to C:\Documents and Settings\[UserName]\My Documents\EndNote\. Open EndNote and check your Folder locations by selecting Edit - Preferences - Folder locations. To store your downloaded files, create personal folders in your My Documents/EndNote folder (if they do not already exist).

For further information, see

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Help, training and FAQ's


Help

There are many help products available from EndNote Support, and from university libraries. Generic face to face training is not provided at UniSA for EndNote.

EndNote Manuals

The Getting started guide is a good starting point, and so is the guided tour in Chapter 3 of the EndNote Manual.

Use the comprehensive user manual. if you are encountering problems. It can be accessed from the links below, or from Start > Programs > EndNote > EndNote Manual. In the student computer pools go to the Applications folder to find the EndNote folder.

EndNote Support website:

Training

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

Live Webinar classes are regularly available at times suitable for Australian users. These classes require an Internet connection and Web browser.

Go to the EndNote Product 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

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 some freely available resources, such as the University of South Australia Library catalogue and PubMed, using Connection files in EndNote. For other online databases such as those in EbscoHost, search from within the database first, and then export or import your references to EndNote. The Exporting references from databases page gives the instructions for our major databases. See also related FAQ Online search feature.

Diacritics or diacriticals

Q: How do I add diacritics to my references in EndNote?

A: Instructions on how to add diacriticals to Endnote can be found by typing ‘diacritics’ in the Endnote Help section from within the Endnote program.

Downloading EndNote - request for Product ID

Q: When trying to download EndNote to my home computer I am asked for a product ID. What do I enter?

A: If you follow the instructions below, you will not be asked for a product ID. The instructions are also on the Download Endnote page.

When you download Endnote to your computer, select the option "save as" (not open).

Note - The downloaded file for Endnote is a zipped file, the file must be completely extracted to your local machine before the installation can read the License file.

If you have a zip program installed on your computer select "extract content to a folder".
If you are using the inbuilt Windows zip program, you must select "extract all files" as indicated below

extracting files

 

 

 

 

Open the folder where you extracted the contents then run the installer program (ENX2Inst.msi file). Go to the EndNote site (opens in new window) for any EndNote patches.

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. 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 typically used for typesetting of complex mathematical formulas, advanced typesetting of mathematics with AMS-LaTeX, and automatic generation of bibliographies and indexes.

Try these websites for detailed help

Exporting from the Standard Catalogue

Q: Why can't I export records from the Standard Catalogue into EndNote?

A: The export feature in the Standard Catalogue does not work, and this is a known issue. Search the UniSA Catalogue from within EndNote, using the connection file/online search feature. See Adding your references to EndNote - UniSA Catalogues and Summon for instructions.

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.

Journal title abbreviations

Q:  My references from PubMed have abbreviated journal titles.  How do I adapt these for my bibliography?

A:  PubMed citations use abbreviated journal titles.  If your referencing style does not call for abbreviated titles, you can use the Term List feature to change them.  See Chapter 10 of the online EndNote X2 manual (p. 276) or EndNote X3 manual (opens in a new window) (p. 290) for instructions on using EndNote's supplied lists of abbreviated titles.

The referencing style you use may also need to be edited.  See the University of Queensland Library's tutorial Medical Journal Titles and EndNote 9/X/X1/X2 (opens in a new window) for tips on editing the style.

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 Word for thesis writing online workshop (opens in a new window) has information on thesis templates. 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. Chapter 11 of the EndNote manual has a section on Creating a Bibliography from Multiple Documents, p341. Also consult Help in Word for information about master documents. Ensure that your documents are unformatted before placing into a master document.

In EndNote X3, you can have bibliographies at the end of each section, as well as at the end of the document. See the EndNote Manual's section Creating Multiple Bibliographies in a Single Document, p 343.

Whatever method you choose, remember to preserve your original documents in case a problem occurs. The EndNote forums (opens in new window) have information and advice from other users of master documents.

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: See the EndNote FAQ (opens in new window) for more information.

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

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 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, 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 if required by your style
  8. Close to save the changes

Online search feature

Q: Why does the Online search feature sometimes not work?

A: At UniSA, the Online search feature is not available for subscription databases, and is not widely used. Outside the University network the Online search feature works for most freely available resources. Within the University network you are only able to access the University of South Australia catalogue (U South Australia) and the PubMed (NLM) database. This is due to database access restrictions (ezproxy) and firewalls. See also related FAQ, Connecting to databases from within EndNote.

Transferring references from RefWorks into EndNote and EndNote Web

Q: How can I transfer references from RefWorks into EndNote and EndNoteWeb?

A: Follow the EndNote FAQ (opens in new window) instructions

'Year' field is blank for 2010 reference or later

Q: Why do I have a blank 'year' field when importing references dated 2010 or later?

A: This is a known issue for EndNote 8 - EndNote X2. See the EndNote FAQ to download the update.