Referencing guide at the University of Manchester: EndNote 20

If you are working within one Word document but have several sections (eg chapters) within it, EndNote gives you the option to create either:

• a single bibliography at the end of the document
• separate bibliographies for each chapter
• bibliographies at the end of each chapter with a cumulative bibliography of all references at the end

 To select a section bibliography style in EndNote:

• Select Tools > Output Styles
• Select Open Style Manager
• Choose the style you want to work with and click Edit

In the style template there is a Sections option. Select this and then choose the section bibliography option you want to use. Save the changes and close the Style Manager.

You can then create sections within your Word document and EndNote will format your bibliography as specified.

• To set up sections in your Word document, select Layout > Breaks then choose from Page Breaks or Section Breaks.

You can find and download new or updated styles from the EndNote website at https://endnote.com/downloads/styles

These can be saved to your Styles folder (if you are using your own copy of EndNote on your own computer) or to a location (eg your P:\ drive) if you are working on the University network.

On a personal device download this style into your Styles folder within the EndNote programme folder.

The locations are:

For Windows (default):

C:\Program Files (x86)\EndNote 20\Styles

For Macintosh (default):

Macintosh HD>Applications>EndNote 20>Styles

Output styles determine how your citations and bibliography will be displayed in a Word document.

There are over 5000 output styles available in EndNote x5 and you can also edit styles or create new styles yourself using the Style Manager function in EndNote.

As creating new styles can be time-consuming, it is usually advisable to find a style that closely matches the one you need and make any changes to it accordingly.

To edit styles:

• In EndNote, select Tools > Output Styles > Open Style Manager…
• Select a style to edit (eg Harvard) by highlighting it in the list of styles and clicking Edit

The Editing template screen will be displayed. This is grouped into four sections – Citations, Bibliography, Footnotes and Figures & Tables – along with some general options for handling anonymous works, page numbering, abbreviated journal titles and document sections. 

The most common request at The University of Manchester is to edit the Harvard style so that authors’ names display in normal case rather than UPPER CASE.

• Select Edit > Output Styles > Open Style Manager…
• Choose Harvard from the list of styles in the Style Manager and click the Edit button
• In the Bibliography section, select ‘Author Name’
• At the Capitalization: prompt, change from ‘All Uppercase’ to ‘Normal’
• Select File > Save As and rename the style to save it as a new style eg Harvard New.ens

The information in an EndNote library can be exported to a tab delimited file, which can then be imported into Excel.  The first step in the process is going to be to make certain you have the latest version of the Tab Delimited style, available from our site here:
https://endnote.com/style_download/tab-delimited-export/
You may want to re-save this new Tab Delimited style with a slightly different name, to differentiate it from the current stock version.

The instructions for installing the style can be found here:
https://support.clarivate.com/Endnote/s/article/EndNote-Install-Additional-Output-Styles?language=en_US

Having installed the new Tab Delimited style, we can now safely export the information in a tab delimited format.

1. In EndNote go to Edit > Output Styles > Open Style Manager
2. Place a check next to "Tab Delimited" and close the Style Manager window
3. Highlight the references you wish to export or use Edit then Select All to export the entire Library.
4. Select the style "Tab Delimited" from the drop down box.
5. Select "Copy Formatted" (CTRL+K) from the "Edit" menu.
6. Open Excel and place the cursor in cell A2.
7. Paste (CTRL+V, or click on the ribbon).

 You should now have the data in Excel.

For more detailed support on this topic please visit EndNote support page:

https://support.clarivate.com/Endnote/s/article/EndNote-Export-references-from-EndNote-to-Excel?language=en_US

You can share references in Word documents with other authors or retrieve EndNote references from a Word document where the original EndNote library has been lost using the Travelling Library function. 

• In Word, select EndNote > Export to EndNote > Export Travelling Library

• Choose to add the references to an existing library or to create a new one for the exported records

You can use EndNote to find the full-text articles for references in your EndNote library. To do this, you need to set EndNote up to connect to our e-journal subscriptions. 

• In EndNote, go to: Edit > Preferences > Find Full Text.
• In the Open URL section enter:
• https://man-fe.hosted.exlibrisgroup.com/openurl/44MAN/44MAN_services_page
• In the Authenticate with: section enter:
• https://manchester.idm.oclc.org/login?url=
• You can then log in using your central username and password. 

If you have been working on several Word documents using EndNote (such as chapters for your thesis) you will then need to bring them together to submit a final document.

You can merge separate chapters, each with their own EndNote library, into one master document with a single, cumulative bibliography at the end. To do this:

• Make a copy of each chapter (to preserve your original versions, in case anything goes wrong!) eg ch1-copy.doc, ch2-copy.doc, ch3-copy.doc
• Open each document in Word and from the EndNote tools select Convert Citations and Bibliography > Convert to Unformatted Citations

  This will remove the bibliography at the end of each chapter and change the citations into unformatted text eg {Yamazaki, 1995 #154}

• Copy the content of ch2-copy.doc to the end of ch1-copy.doc, then repeat the process for each remaining chapter

• When you have all the text in a single document, you can reformat the citations

• In the EndNote tools, select Update Citations and Bibliography

• Save the finished document as mastercopy.doc or something similar

If you accidentally delete an EndNote library (mylibrary.enl) you can recover it from the corresponding Data folder (mylibrary.data).

The Data folder is created alongside the library and holds files such as PDFs and images that you attach to records.

• Open WordPad or Notepad from the Programs > Accessories menu on your computer and create a blank document

• Select File > Save As… and save the blank document in the same area as the Data folder and with the same name as the Data folder eg P:\mylibrary.enl

 The file should then appear as an EndNote library which can be opened and used.

You need to remove any EndNote code from your Word document before submitting it for journal publication. To do this, select the Convert Citations and Bibliography > Convert to Plain Text command in Word.

Note: Be aware that once you have done this in a document you cannot then reformat citations in the document using EndNote.

If you are using your own computer, you can save edited styles to the Style Folder.

On University networked PCs, you will not be able to save changes in the Style folder but can save them to your P:\ drive or a memory stick.

You will then need to change EndNote’s preferences to find the style you have created:

• Select Edit > Preferences > Folder Locations > Style Folder and change the location to the place you saved your edited style.

 In Word, this style will now appear when you choose the edited style from the list of options available.

• In EndNote desktop select Library > Sync.
• At the logon prompt use your EndNote online email address and password
• Your references should now be transferred

• In EndNote online, select the Format tab and choose Export References
• Select the group (folder) of references to export
• Choose Export Style: EndNote Export
• Click Save and save the file as a .txt file In EndNote desktop, select File > Import > File… and select the .txt file you have downloaded
• Choose Import Option: EndNote Import
• Click Import to add the references to your EndNote desktop library

You can use EndNote to create footnotes in your Word document using Word’s own References tools.

• In the References tab in Word, select Insert Footnote (AB¹) or you can use the short cut Alt+Ctrl+F

The cursor should now be in place in the footnote section of the document.

From the EndNote  toolbar in Word:

• Choose Insert Citation … Find to look up a reference
• Click on Insert to add the citation details to the footnote section of your Word document

The appearance of the footnotes will depend on the referencing style you are using. The most commonly used output style for footnotes is the Chicago 15^th style but you can choose any style to format your footnotes.

• Using EndNote’s Style Manager, choose a style to edit and select the Footnotes > Templates section.
• At the Format citations in footnotes: prompt, select Same as bibliography, Same as citations or Using footnotes format.

Note: To use the footnotes format as your footnote style option, you would need to create a template to display the fields you require in the “footnotes format”. If you do not select any fields to display, the footnotes in Word will appear blank.

For people who want to create a word count that does not include any EndNote citations or references this can be accomplished by creating your own EndNote style that omits citations and reference lists.

To create your own style

• Open EndNote Desktop
• Select Tools > Output Styles > New Style...
• Select File > Save As...
• Name the style 'Word Count Style'
• Save

Now you can open up your document in word and change the style to 'Word Count Style' and all your citations and references will disappear. Conduct your word count and then revert the style to the one of your choosing.