EndNote

Top Tips for using EndNote

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Need help with importing references from the various databases to your EndNote account? Find your database and follow the instructions.

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Help

Contact the Library at endnoteweb@warwick.ac.uk
For technical help with installing the desktop version of Endnote, please contact IT Services on 024 7657 3737 or Ext. 73737, or helpdesk@warwick.ac.uk
Additional help for both EndNote Online and EndNote Desktop can be found in the EndNote Knowledge Base article search or LibGuide.

EndNote Workshops Workshop Feedback

About EndNote

EndNote is software which helps you to organise your references and to automatically format citations, reference lists and bibliographies in Word. There are two versions of EndNote. Both versions of EndNote are compatible with Windows and Mac. View compatibility and system requirements.

EndNote Desktop

EndNote Desktop is the full version of the software that offers more functionality and the ability to customise settings. All staff and students can install the desktop version to their own machines.

EndNote Online

(Formerly EndNote Web) is the free online version of this software. Whilst you are a member of the University of Warwick, you will get an enhanced online account with more referencing styles and storage space. This version will meet the research needs of most undergraduate and postgraduate taught students.

See further comparisons between the two versions.

How to use EndNote Desktop

Important Downloads Creating and Organising an EndNote Library

Video contents list

1:24 Referencing styles and additional resources
6:59 How to create and organise an EndNote library
24:34 How to add references to a library
27:39 Importing references from Web of Science
32:47 How to create groups and add references to a group
36:39 Importing references from Google Scholar
42:18 How to add a reference manually
49:07 How to handle PDF files
54:30 Find full text
59:33 Install the Harvard (Warwick WMS) referencing style
1:00:22 Working with Cite-While-You-Write

Accessible Transcript

Customise your EndNote

The following information is for customising your EndNote on Windows software. For Mac OS download the training guide.

Install the Harvard (Warwick WMS) referencing style
- You need to download this file to the Endnote Styles folder on your machine. For example, if you have installed Endnote to your C drive, go to C:\Program files (x86)\Endnote 20\Styles (Windows) or Applications > Endnote > Styles (Macs)
Install the Harvard (Warwick Economics) referencing style
- Download the Harvard (Warwick Economics) file. Either open the file (it will open in EndNote) and click on File > Save As; or save the file directly to the EndNote styles folder on your computer
- For example, if you have installed EndNote to your C drive, go to C:\Program files (x86)\EndNote 20\Styles (Windows) or Applications > EndNote > Styles (Macs).
- For further information on using this referencing style in EndNote, please refer to the user guide
Install the OSCOLA referencing style
- First download the OSCOLA file
- Either open the file (it will open in EndNote) and click on File > Save As; or save the file directly to the EndNote styles folder on your computer
  - For example, if you have installed EndNote to your C drive, go to C:\Program files (x86)\EndNote 20\Styles (Windows) or Applications > EndNote > Styles (Macs)
- Next download (right click then 'save link as') the reftypetable file
- From EndNote, click on Edit > Preferences > Reference Types
- In Reference Type Table, click on Import > select the downloaded reftypetable_oscola_2_4th_edn.xml file > Open > Apply
Finding full text articles in EndNote Desktop
- Go to Edit > Preferences > Find Full Text. Make sure that all the boxes are ticked. In the Open URL path box enter: http://pugwash.lib.warwick.ac.uk:4550/resserv
- Go back to your EndNote Library, select the references you want to check for full text availability and click the 'Find Full Text' icon
- If the full text is found, it will be added to the reference
Sending records from Library Search to EndNote
- You can send the details of books found in Library Search to your EndNote account. (You cannot send articles found via Library Search to EndNote). To do this, go to Edit > Preferences > Folder Locations and note the location of the Connections folder. Then save this file and upload to the Connections folder
- Note for EndNote desktop users (April 2016) – If you have already downloaded the connection filter it will need updating due to a system upgrade
Either re-install the filter using the above link or Go to Edit > Edit Connection Files > Choose the Warwick connection file (normally called EndNote_u_warwick) > Click Connection Settings > In Server address field remove 137.205.50.42 and enter webcat.warwick.ac.uk.
Removing duplicate references from EndNote
- The default settings in EndNote will check for duplicates by comparing title, author, year and reference type. This will only find a proportion of duplicate references. It is advisable to check for duplicates using different settings
- This table provides a guide to selecting the different settings
- To change the duplication preferences, go to Edit > Preferences > Duplicates. Select the criteria to search on as directed by the table, click Apply > OK
- Select the references you want to check for duplicates and click References > Find Duplicates. If any duplicates are found, they will be displayed next to each other on the screen. To view all duplicate references together, click Cancel and right click. Duplicate references will be highlighted in blue and can be moved to the Trash folder
- Repeat this process for each line in the table, although you may want to ignore the very last line. It is advisable to check duplicate references carefully

Need help with importing references from the various databases to your EndNote account? Find your database and follow the instructions.

Advanced Features Tips for Mac Users Clarivate EndNote Training

For further support with EndNote, check out the Clarivate videos. Those provided on this platform aren’t in any particular order but for more guidance on how to use EndNote we recommend the following videos:

What’s new..?
Direct Export from Web of Science
Adding a reference manually
Insert a Citation in Word

How to use EndNote Online

Access EndNote Online Help with EndNote Online

Download our guide to getting started and using the main features of EndNote Online
There are various videos and guides that can offer additional support, including a Quick reference guide to Cite While You Write for Endnote basic

Need help with importing references from the various databases to your EndNote account? Find your database and follow the instructions.

Any other questions? Have a look at our FAQs covering access, reference management and formatting documents. 