You will need to enter references manually if the databases or search tools you’re using can't transfer your search results into EndNote.
How to enter references
To enter new references:
- Go to your EndNote library.
- Select “References” and then “New Reference” or the new reference icon (a document with a green plus sign).
- Choose the appropriate reference type from the drop down list – this ensures your reference will format correctly.
- Enter information in the relevant fields only.
Authors can be entered in the format Bloggs, Jo C. or Jo C. Bloggs. Red text indicates that a name has not been entered into your library before.
Where there is more than one author, enter them on separate lines.
Organisation names must be followed by a comma eg Department of Health. Otherwise EndNote will assume the last word is a surname and your citations will appear as (Health, 2005) and not (Department of Health, 2005).
If you are inserting an online article reference, you should ensure that you choose the reference type “Electronic Article”. Make sure that you use the URL of the published article and not the database where you found it.
How to attach or import full-text articles or other documents
Once exported, EndNote will automatically try to find the full text of the item online. If it is successful, a PDF of the item will be attached to the reference in your library.
The automatic full-text finder can slow down the process of importing references, so if you wish to turn it off while importing:
- Select “Edit” from the top menu, and then “Preferences”.
- Choose “Find Full Text”, and then untick the box that says “Automatically invoke Find Full Text on newly imported records”.
- Click “Apply” and “OK”.
You can also attach or import documents, and annotate any PDFs you upload.
You can attach PDF, Word, and Excel files, among others. You can import PDFs or folders of PDFs.
To attach a file:
- Highlight the reference to which you want to attach the file.
- Right click and choose “file attachments”.
- Select “attach”, find the file that you want to attach, and click “open”.
- Select the PDF tab or the attachment icon to view any documents.
By default, EndNote will make a copy of the file and place it in a folder associated with your EndNote library. If you just want to link to the original, make sure you un-tick the box marked “Copy this file to the default file attachment folder and create a relative link”.
To import a PDF file:
- Go to “File” then scroll down to “Import” and select “File” (single PDF) or “Folder” (for a batch).
- Choose the PDF file you want to import.
- From the “Import Option” drop-down menu, select “PDF” and then “Import”.
If you are importing a folder, ensure that you select “Include files in subfolders” before importing.
Once imported, EndNote will extract the basic bibliographic data and create a reference. If this fails, you will need to manually edit the reference yourself.
Check any extracted details carefully to ensure they are accurate.