Student Services Librarian
As of August 31, 2018, EndNote is no longer licensed for the entire UCD campus. Some UCD departments are providing access for their faculty and researchers. All others will need to purchase individual access to EndNote desktop (highly discounted) or use a different bibliographic management software. Below is a link to a Wikipedia comparison table listing over 30 bibliographic/reference management software programs including some that are open-access: http://en.wikipedia.org/wiki/Comparison_of_reference_management_software Many of the software vendors also have their own comparison tables or charts.
UCD Library is working on future support for citation management software and is also offering selected classes. See listing here @ https://forms.library.ucdavis.edu/classes/descriptions.php
NOTE: Instructions below on this course guide are geared to Windows/PC users.
Author: UC Davis Libraries
PLEASE NOTE: EndNote is no longer licensed campus-wide. Many campus departments have decided to continue with EndNote so you should check with your departmental IT contact before signing up for this class.
EndNote is a bibliographic reference manager which enables citations to be stored, searched, and quickly inserted into research papers in the format of many scholarly journals or disciplinary styles such as CSE, NLM, ACS or APA. You can also use EndNote as your publication PDF organizational tool, to quickly locate, access and annotate PDFs you have downloaded.
NEED HELP installing EndNote? Contact your department/program tech support person for assistance.
EndNote X9/X8/X7– New Features
EndNote X8+: Library Sharing (up to 100 collaborators)
EndNote X9 on Windows — The Short Course [YouTube]
EndNote X9: For Users [Clarivate LibGuide]
Preview: EndNote X9: EndNote Menus Reference Guide (see pages 5 & 6)
You may create an unlimited number of libraries in your installed (desktop) version of EndNote but it is recommended that you only set up ONE Library and use the Groups option to set up topical segregations of your library. Each library can contain an unlimited number of references. You may then have up to 5,000 custom, smart, and combination groups in your library. With one large library you can search across the entire library and you may cleanly sync with that corresponding library in EndNote Online, which allows only one library.
NOTE ESPECIALLY for Science journals term lists: It is highly recommended that you bring journal term lists in before creating your EndNote library. Many of the journal styles that you may use need data from the journal name term lists to appropriately output the journal name or standard abbreviation. After you create a new library, first import your journal term lists and then import/add references into this new library.
From EndNote click Tools>Open Term Lists> Journals Term Lists. Click on the Lists Tab from the new window. Click on Journals and choose Lower right button for “Import List…” Your location for these will most likely be in C:\Program Files\Endnote X?\Terms Lists folder. After navigating to this, double-click on the Terms Lists folder and then double-click on appropriate science term lists separately to load as many as you wish. For example, if you choose Astronomy & Astrophysics, Bioscience, Chemical, Medical, Physics and Zoological, you will have over 15,000 journal terms. Available YouTube training at Journal Term Lists .
Science related databases which enable Direct Export are: BIOSIS Previews; Compendex; Web of Science Core Collection; PubMed; CAB Abstracts; Food Science and Technology Abstracts; Agricola; Aquatic Sciences and Fisheries Abstracts; Agricultural & Environmental Sciences; PsycINFO; Zoological Record; Fish, Fisheries & Aquatic Biodiversity Worldwide; and Wildlife & Ecology Studies Worldwide; INSPEC; GeoRef.
Using your class library, look at pull-down Style menu (below References and Groups options) which is pre-set to “Annotated”.
EndNote’s Cite While You Write (CWYW) feature inserts EndNote commands into Word’s Tools menu (or on an EndNote tab in Word 2007 and 2010 for Windows). This provides you with direct access to your EndNote references while writing in Microsoft Word. CWYW commands enable EndNote to implement bibliographic formatting to the document that is currently open in Word. You may also generate a stand-alone bibliography using CWYW in Word and choosing the small boxed arrow icon to the bottom right of the Bibliography group in the center top pane.
See Chapter 8 in the online EndNote X8 Getting Started Guide for detailed information (link above in EndNote @ UCD section).
CAUTION: Make sure this setting is correct — “Instant Formatting is On”
If you have strictly EndNote installation questions, contact your departmental/program tech support.
If you still have EndNote questions, your course instructors (listed at the top of this Library Course Guide) are the first to contact. If your instructor is not available, a team of UCD librarians work with EndNote users and may be contacted by an email form. See the last link below.
As part of the UC Davis license with EndNote, technical support is available from the vendor. Years of experience of UCD librarians indicates that the most prompt and useful vendor assistance is provided by phone. If you still need assistance after trying all steps below, please call the EndNote tech help Monday-Friday, 6am-5pm Pacific Time, 800-336-4474 and at the prompt press 4, and then select 1 for “Assistance with EndNote”.
EndNote Online or my.endnote.com (formerly called EndNote Web) is complementary to your downloaded copy of EndNote but cannot replace the most powerful features of the software (desktop) version of EndNote. Use the Online version to quickly import references when not using your own computer or to share your EndNote groups or references with other EndNote users.
NOTE: See link below on EndNote versions to compare various features in EndNote Desktop, EndNote Online & EndNote Basic
If you don’t already have an EndNote Online account, make sure you set up one so you can use the Sync between Desktop and Online versions
EndNote iPad was just released in early 2013. This is still a first generation of the iPad version but it is worth exploring for iPad users. As of June 2014, there are several iPad specific FAQs (from the first link below) and are only a few articles in the EndNote Knowledge Base. PLEASE NOTE: since EndNote is not affiliated with Apple, you will need to pay the app download fee at the iTunes store. Currently this is $3.99 (July 2014).
iPhone ALERT: If you have your EndNote Web/Online account set up, you can download an EndNote iPhone app.