How to Use EndNote

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How to Use EndNote

EndNote performs the following functions:
• • • • Storing references (both those you have imported from online catalogs and databases or created from scratch) Creating bibliographies Inserting dynamic in-text references, footnotes, or EndNote (using the Cite While You Write™ plug-in) in documents. Serving as a personal, customizable research database.

Acquiring EndNote
EndNote is a computer software program distributed by Thomson Reuters (which also produces major online databases such as ISI Web of Knowledge). The software is available for the Windows and Macintosh platforms; see for hardware and operating system requirements. The current version for both platforms is X2. To use EndNote, you must purchase your own copy of the software and install it on your own computer. Some departments may provide EndNote licenses or access to an installed version. You can purchase the software through the Tufts Bookstore website ( for a substantial discount. You also can download a trial version from the EndNote website ( Note: Tisch Library does not provide licenses and EndNote is not installed in any shared computers in the library. Support for EndNote Members of the Tisch Library Reference Staff provide training in, and guidance about, using EndNote. They do not provide IT support or assistance with questions about software installations, hardware compatibility, or web browser connections. See the section on Additional sources for EndNote support options.

Getting Started with EndNote
The step in working with EndNote is to create your own EndNote library. To do this: 1. Launch the EndNote software 2. Select File Menu > New…. 3. In the resulting New Reference Library window, specify a library name (with a .enl extension) and the location for your library (the location should NOT be in the EndNote software installation folder but in a location where you normally store your working files). Then click Save. Tip! You can specify which EndNote libraries automatically open when you launch EndNote. Select Edit Menu > Preferences > Libraries and choose one of the options listed in the When EndNote Starts pull-down menu.

EndNote lets you create as many libraries as you want and their size in MB is limited only by the amount of storage space on the drive(s) where they’re stored. The decision to create multiple EndNote libraries should be based on your research needs and methodology. You can start with a single library and organize items into Custom Groups, which are virtual folders that can represent, for example, contents for various courses, book chapters, and/or various research projects. If you decide later that a single library should be split into multiple libraries, EndNote makes it easy for you to do so, either by using the File Menu > Save a Copy… command or “dragging and dropping” references among different open EndNote libraries.


Tisch Library at Tufts University, Medford MA 02155. 617 627 3460. K. Vagts 06/09.

Methods for Importing References from Online Databases and Catalogs into EndNote If a reference you seek in available in an online catalog or database, you can avoid the tedium of creating a reference manually from scratch. Instead, you can import a reference through the three methods listed below; see the section below on Locating Information on EndNote Features and Functions for further information : 1. Online searching within EndNote, using connection files 2. Downloading references from online databases and catalogs and importing them into EndNote, using import filters 3. Directly importing references from online databases and catalogs, using the EndNote Direct Import feature Method 1: Online Searching with Connection Files With connection files, you connect to an online database and search remotely from within EndNote for the references you seek....
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