EndNote at Indiana University

A Short Walk through EndNote

The EndNote Library

Open EndNote and under "File" choose "New"
Create a Library

The EndNote Library is the file in which you save your references, whether you gather them using a Connection File or an EndNote Filter or enter them manually.

Once references are saved in the EndNote Library, you can customize the presentation of the saved data.

Connection Files

EndNote connection files allow you to connect directly to servers running the Z39.50 protocol and search library catalogs or databases through the connection file interface

EndNote provides in the "Connection Manager" a list of Connection Files already configured for access to Z39.50 servers

Most resources available through connection files are open library catalogs

To access vendor databases you need a username and password, which you most probably do not have.

The exceptions are:
PubMed, a free national medical database
The Ovid suite of medical databases to which Indiana University subscribes

If you can use a connection file, you may search for a number of terms in a number of fields, and EndNote will allow you to add additional search boxes to the basic two-box default.

To Search:

    1. Open a connection File
    2. Search in the available fields
    3. Open and use more search boxes, if necessary
    4. The search combines terms down from the top to the bottom box
    5. Search
    6. Records will download
    7. Do another search, if you wish, and more records will append to the results of the first search
    8. Continue to search until you finish with the remote source

To Save:
    1. You can choose which records to place in the EndNote library by selecting them with CTRL and click to highlight, or you can transfer them all
    2. Save by selecting "Copy References to EndNote Library"
    3. Select the EndNote library to receive the records
    4. The records will transfer to your bibliography (the EndNote Library)

Most databases, however, will not be available for searching with a connection file (even if they are listed in the "Connection Manager" files)

You will need to use import filters to transfer references to your EndNote Library


Using a filter is the most common way to download references from a database into your bibliography (the EndNote Library).

Searching and Saving

1. Consult EndNote's "Filter Manager" and look for the filter you will need to download records from the database you wish to search. Match the database with the vendor subscription for Indiana University. (Different vendors offer versions of ERIC, PsychINFO and other databases) If you do not find the filter you need, go to EndNote's support and look for the filter in the filter list.

2. The Filter will tell you what options to choose when you prepare to save data from your search

3. Search the database (America History and Life, PsycINFO, Sociological Abstracts...)

4. Select the appropriate options for saving data as recommended by the chosen filter

5. An example of options in American History and Life (ABC-Clio databases):

6. After saving the data from the database, click on the browser save button and choose "Save as".

7. Select a directory in which to save the file

8. Select text file (.txt)

9. Save as: [filename]

With the saved data, you are ready to import the references into your bibliography (your EndNote Library)

Importing data

1. Open the EndNote Library into which you wish to import the data

2. Select "Import"

3. Choose the file you wish to import

4. Choose the filter you need to import the data. If you have not already chosen the filter, find it through the "Filter Manager"

5. Import

6. The records should now download into your bibliography.

You may save data from CD-ROMs as well as from networked resources. Save the data from the CD-ROM to disk in the appropriate format and as a text file. Import it with a filter for the database you have searched.

Some Databases have the "Direct Export" option

ISI products (the Web of Science: Science Citation Index, Social Science Citation Index, Arts and Humanities Citation Index) will prompt you to "Export to Reference Software," then display a box for the bibliographic managers (EndNote, ProCite, Reference Manager) Choose EndNote. The data will save, then download automatically after you open an EndNote library.

Some databases prompt you to save in a bibliographic management format. Those databases include products from Ebsco and RLG (the Research Libraries Group, RLIN/Eureka databases). You will still need to use a filter to import the references into an EndNote Library

Remember that the most recent downloaded records always show first in EndNote. Click on "References," then "Show All" to display all the records in your bibliography.

If you cannot find the filter you need for the database you wish to search, consult the EndNote Technical Support pages. You will find there new filters to download (download them into the filter directory of EndNote).

If the filter does not appear on the EndNote Technical Support pages, you can often use the filter created for a similar database from the same vendor;

Some vendors offer assistance with bibliographic software on their help pages. Cambridge Scientific Abstracts (CSA)explains filters and downloading at http://www.csa3.com/csa/HelpV5/bib.shtml:

After you have saved your citations, go to http://www.endnote.com/help/enfilters.asp and click on Cambridge Scientific Abstracts IDS. You will see a list of filters for CSA, download the ones you are interested in. Next you will need to open a database in EndNote, select Import from the File menu, then select the CSA file you just saved and the CSA filter you want to use. Click on the Import button and your citations will be downloaded into the EndNote database. The ASFA filter is compatible with all CSA Life Sciences databases, including Biological Sciences, and Environmental Science and Pollution Management, and is the best option for the Materials Sciences databases. The Sociological Abstracts filter may be used with Social Services Abstracts and Linguistics and Language Behavior Abstracts

Or, you may look for a filter created by an individual or institution. Many libraries have created filters for their users, and you can download them;

Or, you can create a filter of your own.

Manual Entries

1. You can enter references manually

  • Create or open an EndNote Library
  • Choose "References" in the open EndNote Library and "New"

  • Select the format: book or journal or another format

  • Enter the data and exit

Remember that EndNote does not always prompt you to save, but it saves the data automatically when you exit a function.

2. Cut and Paste:
From annother document, you can cut and paste with "New" references and enter those references into the bibliography

3. You may transfer data from one EndNote library to another. And you may also transfer all the content of one EndNote library into another EndNote library.


1. Once you have imported references into your bibliography, you can present the bibliography in whatever style you need (Chicago, MLA, APA and other styles, including individual journal preferences).

2. The "Style Manager" lists all the styles available in EndNote

3. Select the style you wish to format the references you have collected.

4. The format will remain in effect until you change to another.

5. You may personalize the style you have selected.

For example, if you wish to add annotations to the standard APA style, edit the APA style. Under "Bibliography" chose "Layout" and "Insert Field". Insert a "tab" to align the annotations beneath the citations (rather than continuing a line).
Insert "Notes," and the annotations you have added to the notes field when editing references will appear beneath the standard APA style citation.

You may also create your own Style, just as you might create your own Connection File or Filter

Editing Records

Imported records are not always perfect, so you may need to edit the information for poorly configured records, typographical errors or some stylistic preference, like changing "&" to "and."

To Edit records:

  • Open your EndNote Library
  • Double click on the entry you wish to edit
  • Make the desired changes in the various fields
  • You can run spell check on the record (EndNote spell check will check only the open record -- one record at a time)
  • Close the Edit window

Remember that EndNote will not prompt you to save the edited record. It will save it, though, as you exit

You may also use edit to add information to the record in any of the fields, such as annotations in the notes field.

Presenting Bibliographies

The EndNote Library is your bibliography.

Prepare the output:

  • Edit whatever needs editing or add whatever needs adding until you are satisfied with the content of the bibliography
  • Choose the Style in which you wish to present the bibliography
  • Use the "Style Manager" under "File", "Output Styles"
  • Edit the style to customize the style, as for annotations or other individual needs

Output the bibliography directly from EndNote:

  • Under "Edit," "Preferences" you can choose the font you wish. For printing, under "Display Fonts" set the "General Display Font" to the font you wish.
  • Under "File," select Print
  • Print

Output the bibliography as a Word Document:

  • Open MicroSoft Word
  • Open your EndNote Library
  • In the EndNote Library, select the references to include: Hold down Ctrl and highlight the items to include if you do not want the entire list of references
  • Continue to hold down Ctrl and drag the highlighed references into an open Word document
  • The bibliography will appear in the style you chosen, with any personal adjustments youhave made to that style

You can also export the bibliography as a text file:

  • Select "File"
  • Select "Export"
  • Choose a destination for the file
  • Save

Cite While You Write

The MicroSoft Word Add-in and Cite While You write (CWYW)

MicroSoft Word Add-in

To activate the Word Add-in:

  • Open Word and click on "Tools"
  • Select "Templates and Add-ins"
  • Select EndNote

Cite While You Write

With the Word Add-in you may insert citations and the bibliographic note as you write your paper

  • Open Endnote
  • Open the EndNote library that contains the references you need
  • Open Word
  • Begin Composition
  • When you come to a comment or quotation whose source you wish to cite, go to EndNote and highlight in your EndNote Library the reference
  • Return to Word, and use "insert citation" from the tool bar or from "Tools"
  • The short citation will appear after your text, and below it, alphabetized and dropping with the text, your bibliographic references will show in the style you have chosen
  • Adding page numbers to in-text citations
       From the tool bar, select "edit citation"
       Use the "suffix" box to add what you wish to follow your citation
       Click OK.
       Always use the "edit citation" if you wish to make changes in page numbers or other elements of the in-text citation;
      if you do not, you will lose the changes when you add the next item

Help and Support

The EndNote has a built-in help files under "Help."

The EndNote program includes an EndNote Manual in PDF format.
Find the file EndNote5.pdf

Help is available on the Endnote Home Page


The EndNote Technical Support page includes:

  • Contact Technical Support
  • Register your Copy of EndNote for free support
  • View the EndNote Interactive Tutorial
  • Check on Word Processor Compatibility for Macintosh or Windows
  • Check EndNote's System Requirements for Macintosh or Windows
  • Browse EndNote Tip Sheets and FAQ's
  • Search the Technical Support Database
  • Update to the latest Styles or Search for a Style by Criteria
  • Update to the lastest Filters or Z39.50 Connection Files
  • Submit your vote for new Styles, Filters or Connection Files for EndNote
  • Browse Links to Library Pages about EndNote
  • Download Free Updates and Patches
  • Download Conversion Utilities
  • Download “Savior” (to repair damaged libraries) for Windows or Macintosh
  • FTP Server Gateway
  • Join the EndNote Interest List
  • Reference Web Poster Techical Support

EndNote Interest Mailing List


"ISI ResearchSoft maintains a listserv for the purpose of providing our customers with a place to interact with other users of EndNote and EndLink. It's a great place to ask questions, make suggestions, and get advice on any EndNote related topic."