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EndNote support

Enter references manually

You will need to enter references manually if the databases or search tools you’re using can't transfer your search results into EndNote, or if you want to add references for print items or websites.

How to enter references

To enter new references:

  1. Go to your EndNote library.
  2. Select “References” and then “New Reference” or the new reference icon (a document with a plus sign).
  3. Choose the appropriate reference type from the “Reference Type” drop-down menu.
  4. Enter information in the relevant fields only. If you’re unsure which fields to use, check your referencing style guidelines and our advice for selecting reference types.

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 when written in the Author field, eg Department of Health,. If you do not add the comma, EndNote will assume the last word is a surname and your citations will appear as (Health, 2005) and not (Department of Health, 2005).

How to attach or import full-text articles or other documents

You can attach PDF, Word, and Excel files to references already in your library. You can also import PDFs or folders of PDFs to create new references.

To attach a file:

  1. Highlight the reference to which you want to attach the file.
  2. Right click and choose “file attachments”.
  3. Select “attach”, find the file that you want to attach, and click “open”.
  4. Select the PDF tab or the attachment button (the paperclip 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:

  1. Go to “File” then scroll down to “Import” and select “File” (single PDF) or “Folder” (for a batch).
  2. Choose the PDF file you want to import.
  3. 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.