Course Guides
McNair Session: EndNote Intro (ENG 198)

2012 Fall

NOTE: Instructions on this course guide are geared to Windows/PC users.

Although EndNote is free to all UCD faculty, staff and full-time students, some researchers may be interested in other bibliographic management software programs including some that are open-access. Carlson Health Sciences librarians have created a comparison table looking at differences between EndNote X5, EndNote Web, Zotero 2.1, Mendeley, and RefWorks 2.0 .

Copy the web address below and browse under the Right column titled "Managing and Sharing Research Materials" to find this table:

Librarian Subject Specialist

Ruth Gustafson — (530) 752‑1883 — Research Support Services

UC Davis Librarian Subject Specialist for: General Biology; Animal Science; Avian Science; Entomology (including Bee Biology and Pollination); Environmental Science & Policy; Environmental Toxicology; Evolution and Ecology; Forensic Science; Nematology; and Wildlife, Fish and Conservation Biology

Need assistance? Ruth Gustafson will have office hours Mon/Wed/Fri 11am-noon starting October 1st through December 7th (exceptions Friday November 2nd & 9th; Monday, November 12th; and Wednesday, November 14th).

SUNDAY Reference -- Available at 1st floor Shields, November 25th, 1-5pm

1) What Is EndNote?

EndNote Instructional Webpage (
Author: UC Davis Libraries

EndNote, licensed for all UCD full-time students, faculty, researchers and staff, 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. You can also use EndNote as your publication PDF organizational tool, to quickly locate and access PDFs you have downloaded.

NOTE: The above webpage provides links to DOWNLOAD the EndNote software to your desktop and to locate instructions on using Direct Export or Filters from all appropriate UCD licensed databases.

2) EndNote @ UC Davis

EndNote X7/X6/X5 -- New Features
Author: Thomson Reuters

Important new features for EndNote X7: Automatically import PDFs from a selected folder; organize folders of PDFs into separate groups during PDF import; automatically rename PDFs with customized settings during PDF import; create a CV with subheadings for different publication types.

New to X6: One-click synchronization; PDF viewing tab; rate your references; Read/Unread article tracking.

New features for EndNote X5: Add and Transfer File Attachments to the Web; View and Annotate PDF files; Update References Automatically; New Cite While You Write Options for working with attached PDFs. Also allows duplicates highlighting.

EndNote User Guide -- Getting Started with EndNote X6 (
Author: Thomson Reuters

Guide to all major steps of using EndNote X6 (version 16). Short 39-page document

NOTE: There are separate guides available for Windows and Mac users.

Date: 2012
EndNote X7 -- Overview Video [YouTube] (
Author: Thomson Reuters
Slightly under 4-minute video complementary to the Getting Started Guide listed above.

3) Creating An EndNote Library

You may create an unlimited number of libraries in your installed (desktop) version of EndNote but it is recommended that you 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 work with that corresponding library in EndNote Web, which allows only one library.

CAUTION: Each EndNote library will have two parts to it: one will be a file with the EndNote extension *.enl, e.g. BioAgTest.enl and the other will be a folder with the *.dat extension, e.g. BioAgTest.dat To share your desktop library, you must share both files!

Creating Groups [EndNote]

Create custom groups, smart groups, and group sets to organize subsets of your ever-expanding EndNote Library.

See Chapter 2 on Custom Groups in the ENL X7 User guide (link above in EndNote @ UCD section) and Chapter 5 for detailed information on creating Smart Groups and Combination Groups.

  • EndNote Groups [YouTube] (
Setting EndNote Preferences [Youtube tutorial] (
Author: Southern Cross University Library

Highly recommended for new EndNote users. Demonstrates EndNote X7 preferences for Display Fields, PDF Handling, Find Fulltext and OpenUrl.

Not included but you should also consider: display fonts (allowing viewing of references in various languages); Sync; and libraries to open during program start-up.

NOTE: Chapter 3 in EndNote X7 Online User Guide

4) Adding References To Your EndNote Library

Step-by-step instructions for UCD Library licensed subject databases and using direct export and filters are provided for PC and Mac users from the UCD EndNote webpage (see Section 1 above) from the Filters section on the left column. Only Direct Export and Importing PDFs will be covered in this shorter class.
Direct Export [EndNote]

Some UCD licensed subject databases enable one to *directly* export source bibliographic information from the database into your EndNote Library. This is the most efficient method for building a large EndNote library very quickly.

Database vendor interfaces which enable Direct Export are: EBSCO, NCBI (PubMed), OvidSP, ProQuest, Web of Knowledge, and Wilson.

In addition, the Harvest UCD libraries online catalog and the Worldcat (OCLC Firstsearch) catalogs work with Direct Export.

CLASS EXERCISE: Add five references from any two databases listed above into an EndNote Library

CAUTION for Mac Users: Safari does not work with Direct Export -- you must use FireFox.

PDF Import [only EndNote X5 and newer]

You can Import PDFs (or folders of PDFs) of articles or other publications from your hard drive and EndNote will automatically create a record for each PDF.

IMPORTANT: records are attached to your PDFs only if your PDF has a DOI (Direct Object Identifier) as part of the record. You will need to add the bibliographic data yourself if there is no DOI.

  • Adding full text: import PDFs from a folder [YouTube] (
    View first 2:00 for class. From Swinburne library, Swinburne University of Technology, Melbourne, Australia. Three-minute YouTube video on bringing in a folder of PDFs to EndNote X5 (still applicable to X6)
  • Troubleshooting PDF imports (
    Scroll down to search the KnowledgeBase for Article # 108622. This EndNote article gives suggestions if there are problems importing PDFs from your C: drive

5) Formatting References From Your EndNote Library

Using your class library, look at pull-down Style menu (below References and Groups options) which is pre-set to Annotated.

CLASS DEMO: Instructor will demo changing to one disciplinary style and one journal style

CLASS EXERCISE: Select all of your references with Ctrl-A and change Annotated to "Select Another Style" and look for your favorite journal and choose that style. Your formatted references will be displayed in the Preview window.

Output Styles [EndNote] (

The Thomson Reuters EndNote Output (or publication or bibliographic) Styles collection contains more than 6,000 bibliographic styles with excellent coverage of most biological and agricultural journals.

NOTE: The initial download of EndNote software will only install the most commonly used output styles unless you choose to load more styles immediately after installation.

6) EndNote Cite While You Write (CWYW)

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 9 in the online EndNote X5 Getting Started Guide for detailed information (link above in EndNote @ UCD section).

CLASS EXERCISES: Keep EndNote Library open and open MS Word. Paste a paragraph of any text (an abstract from a citation in your library works well) into MS Word and change style from default to a preferred style for your discipline.

Cite While You Write -- Adding Citations to a Word Document [Youtube video] (
Author: Thomson Reuters
Quick 3:18 training video on the basics of CWYW (Cite While You Write).

EndNote Help

Before requesting help, first search the EndNote FAQ collection, the EndNote (software) KnowledgeBase collection, or look for an appropriate YouTube Endnote training video (see links below).

If you have strictly EndNote installation questions, contact UCD IT Express for assistance at 530-754-HELP (4357), Monday - Friday, 7am-9pm.

If you still have EndNote questions, your course instructor (listed at the top of this Library Course Guide) is your first person to contact. If your instructor is not available, a team of UCD librarians work with EndNote users and may be contacted by email. 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 the "ResearchSoft Products" option.

EndNote FAQs (
Author: Thomson Reuters

Extensive FAQ resources focusing on: Working With Word Processors / CWYW; Compatibility, Installing, Uninstalling, and Upgrading; EndNote User Interface; Managing Libraries; Importing Data Into EndNote; Output Styles and more. If not found in the FAQ, search the "Support Knowledge Base for EndNote articles" at

YouTube channel -- EndNote training (
Wide variety of tutorial videos ranging from 2 minutes to about an hour. Most popular videos are on: How To Use EndNote in 7 Minutes; EndNote Fast Start - Windows class; Importing Text Files from PubMed; Bibliographies Made Easy; and more. A few of the webinar classes have also been recorded and stored on this YouTube channel -- these webinar recordings are usually the hour-long ones.
Coverage: 2009-present
  • Using EndNote Find Full Text (Captioned) (
    Follow the steps below to configure Endnote to use UC-eLinks to find full text: 1) Open EndNote 2) On the top menu: PCs: Select: Edit | Preferences | Find Full Text (tab) or Macs: Select: Endnote | Preferences | Find Full Text 3) In the OpenURL Path text box, enter: 4) Check all 4 boxes 5) Click OK
EndNote Online Tutorials (
Author: RIS

Some EndNote training videos are only available from the EndNote website rather than YouTube.

For example, "Importing PDFs" is only on this website.

EndNote Webinars (
Sign up for free one-hour to 1.5 hour sessions offered on all major areas of EndNote and EndNote Web. Sessions often have less than 10 attendees and there is plenty of opportunity to "chat" with the expert instructor. Excellent Pacific time schedules are offered 2-3 times/month for each topic. Register online and confirmation will be sent. If you need to cancel, follow the link located *below* the training steps info in your confirmation email to easily cancel.
UCD Librarians -- EndNote Help Form (

EndNote Web

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 Web version to quickly import references when not using your own computer or to share your EndNote groups or references with other EndNote users.

NOTE: EndNote Web limits number of records to 10,000 and allows only one Library.

CLASS EXERCISE: If you don't already have one, set up a new EndNote Web account.

EndNote Online FAQ: Sharing References in a collaborative document (
Author: RIS
If link does not work, search Knowledge Base for EndNote Online article #106437 on "EndNote Online: How to share references for a collaborative document"
EndNote Online FAQs (
The majority of the EndNote Online (formerly EndNote Web) FAQs deal with Cite-while-you-write (CWYW), MS Word compatibility questions and Transferring References to/from EndNote Web. Additional FAQs cover importing and installation problems.
  • EndNote Online Info in Knowledgebase (
    For additional topics, scroll down to the bottom and make sure the tab is set for EndNote Online to search the Knowledgebase
EndNote Online or (

EndNote Online (formerly EndNote Web) facilitates collaborative work and using EndNote Web from any internet-accessible location in the world. You may easily transfer references from your EndNote Web to your desktop Endnote or vice-versa. You can "Cite While You Write" from this Web version or your desktop version although CWYW works best from the desktop version.

NOTE: EndNote Web X5 is the first version to enable PDF attachments.

Endnote Web Overview [YouTube] (
Author: Thomson Reuters
A 3:53 overview of the EndNote Web (now called EndNote Online) library main screen and options.
Endnote Web: Collaborating on Word Documents [YouTube Video] (
Author: Thomson Reuters
Detailed 6:04 minute video on sharing groups with other EndNote Web (now called EndNote Online) users.