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:
- Go to your EndNote library.
- Select “References” and then “New Reference”, or press “Ctrl+N” on your keyboard or click the “New Reference” button (a clipboard with a plus sign).
- Choose the appropriate reference type from the “Reference Type” drop-down menu.
- 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.
- Click the “Save” button to add the reference to your library. You can then close the reference window and return to the library.
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 (press “Enter” on your keyboard to move to a new line).
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).
Watch our video on how to enter references manually (opens in YouTube).
How to attach full-text articles or other documents
You can attach PDF, Word, and Excel files to references already in your library.
To attach a file:
- Click the reference to which you want to attach the file.
- Click the “+ Attach file” button (on the right-hand summary window).
- Choose the file on your computer and click “Open”.
- The PDF filename will appear as a button on the summary tab window to show that a file is attached to the reference. Click the button for options including opening, renaming or deleting the file.
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-select the box marked “Copy this file to the default file attachment folder and create a relative link”.
Find out more about these options in the Clarivate Knowledgebase article on attaching PDF files in EndNote.
Watch our video on how to attach files to your references (opens in YouTube).
How to import a PDF file
You can import PDFs or folders of PDFs to create new references.
To import a PDF file:
- Click “File” then “Import” and choose either “File...” (single PDF) or “Folder...” (for a batch).
- Choose the PDF file or folder of PDFs you want to import.
- From the “Import Option” drop-down menu, select “PDF” and then click “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. You can do this by clicking the reference and then clicking Edit on the summary tab window.
Check any extracted details carefully to ensure they are accurate.