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EndNote Library Management

Getting References into EndNote Manually

From the References menu, select New reference. . . This calls up a window in which citation data can be entered by hand. Select the appropriate reference type from the drop-down menu, and enter data into fields as described below. Not all fields have to be used. Use the Enter key to begin a new line in the same field; use the Tab key to jump to the next field.

Names: Author and editor names must be listed one name per line. Using the format lastname, firstname is recommended. Use periods after initials, such as Smith, A. A., or a space between initials, Smith, A A

By default, the author field is set to work with the author term list. Subsequent occurrences of a name will automatically be filled in. To accept a suggested name, press the Enter or Tab key. If a name hasn’t already been used in the library, it will be in red text. To disable this feature, go to the Preferences option in the Edit menu.

  • For anonymous works, leave the author field blank, unless the author is actually listed as “Anonymous”
  • For works with many authors, include as many authors as known. If all authors are not known, enter et al. or and others as the last author name, followed by a comma.
  • For corporate authors (such as the U. S. Centers for Disease Control), enter the name followed by a comma. (This prevents EndNote from inverting the name.)  For multi-layered corporate authors, like U. S. Centers for Disease Control, National Center for Health Statistics, enter the name like this: U. S. Centers for Disease Control,,National Center for Health Statistics (that’s two commas between the two levels, none at the end). For three- or more level names, use two commas between the first two levels, one between other levels, none at the end.
  • For complex author names, enter names in this format: de Gaulle, Charles and Smith, Alfred, Jr.

Year: Enter the four-digit year (such as 1987) or in press or in preparation, as appropriate.

Titles: Enter titles without a period or any other punctuation at the end. For long titles, do not use the Enter key; just allow the title to wrap around to the next line. It is best to enter the title capitalized as it will appear in the bibliography, as output styles cannot handle more than one type of title capitalization per reference (such as an article title and a journal title).

Journal: Enter the full journal title. By default, the journal title field is set to work with the journal term list. Subsequent occurrences of a title will automatically be filled in. To accept a suggested journal title, press the Tab key.  If desired, enter the journal title abbreviation in the Alternate Journal field.  See the Term List LibGuide for information about the journals term list and importing the NLM medical journal and other types of journal title abbreviations.

Pages: Page ranges can be entered in full (342-346) or condensed (342-6) format. Do not use commas in page numbers in the thousands.

Edition: Enter 1st, 2nd, etc. as appropriate; do not include edition or ed. When EndNote formats a bibliography, it does not reformat the information in this field.

Date: Enter dates as appropriate. When EndNote formats a bibliography, it does not reformat the information in this field.

ID Numbers: EndNote has a number of fields for identifying numbers.  The DOI is for the DOI (digital object identifier) for online articles.  The Accession Number is for numbers identifying references in a database, like the PMID number in MEDLINE and PubMed.

Keywords: Enter keywords associated with the reference, such as subject descriptors, class name, project title, etc. By default, the Keyword field is set to work with the keyword term list. Subsequent occurrences of a keyword will be automatically filled in. To accept a suggested keyword, press the Enter or Tab key.

Notes: Enter personal notes about the work.

Abstract: Enter a brief description of the work. When references are imported from databases, often the abstracts are imported too.

URL: Enter the uniform resource locator (Web address). With a URL in this field, use the Open Link command from the References menu to launch the browser and open that site. For this to work properly, the URL, beginning with http://, must be the only information in this field. This can also be used to link to files on a local computer.

For information on the use of other fields, see online help.

Importing from databases

This is a quicker and easier method of getting citations into EndNote rather than entering references manually. Depending on the electronic resource you use, there will be different steps to follow in export and import your references.  To export, select the desired references and follow the instructions in the tables from the Endnote Import/Export Guide. To import into EndNote, go to the File menu, then select Import... then follow the instructions listed in the table. Note: Import filters must be saved in a file, for instance c:\program files\endnotex7\filters.