EndNote is a huge program with many features. This Guide focuses on the basics. EndNote Web has fewer features than EndNote, yet it too is robust and complex. It's likely you may have "how do I..." questions at some point. Each page of this Guide lists numerous links for EndNote and EndNote Web support, training, and detailed documentation direct from the producers of EndNote. Below are some common questions and answers.
Q. Help! I'm trying to import references from an index, but they're not showing up in my EndNote! What's happening?
A. Make sure you have your Import Filters set correctly before you try to import the references into EndNote. Import Filters function as a sort of translation that ensures the titles, authors, and other citation elements from your index map correctly to EndNote. From EndNote's top menu bar, follow these steps:
Edit > Import Filters > Open Filter Manager
You should now see an "EndNote Import Filters" pop-up window. In that window, scroll through the long list of databases, indexes & repositories to find the resource from which you're gathering references. Select your database, and close (X out of) the "EndNote Import Filters" window. You're set!
Q. Help! My database is listed multiple times in the "EndNote Import Filters" list, from various "Information Providers" like CSA, EBSCO, OCLC. What does this mean? Which database should I select?
A. Many databases come from different "Information Providers" or database companies, such as OCLC, EBSCO, CSA, etc. Simply choose the one that matches the database and provider you're using. If you're not sure, you should be able to look at the database's "branding" to easily identify the provider.
Alternatively, if you know the provider (for example, you know you're in an EBSCO database) but don't see your specific database listed by name in the EndNote Import Filters list, choose another database from that same provider (e.g., a different EBSCO database), and your citations should map fairly accurately into EndNote.
Once you have selected your database,close (X out of) the "EndNote Import Filters" window. Now your references should import into EndNote with no problem!
Q. Help! I've collected my citations in EndNote but can't get them to export into my paper with the correct style. How do I do this?
A. Check to make sure you're using the correct Output Style. In EndNote via the top menu bar, proceed as follows:
Edit > Output Styles > Open Style Manager
Scroll through the long list of styles / journal names to locate the one you need. Select it, and then close (x out of) the EndNote Styles window. You should now have your preferred style selected as your output style.
Q. Help! My style / journal style is not included in all the styles listed in EndNote's Styles window. What now?
A. Visit Thomson Reuters' long list of styles & specific journal styles on their EndNote support website. Search for your preferred style - note that the list is not in alphabetic order. Your best bet is to type in the name of your style / journal name in the web page's search box. Once you find it, download the file to your computer. Then, follow the steps (outlined on the Output Styles web page) for installing the file into EndNote. (Basically, you will be adding the file to your computer's EndNote directory folder via your computer's Control Panel > Add / Remove Programs function. Mac instructions are also included.)
Q. Help! I'm using a specific style but my professor wants me to tweak that style to include the page number for specific quotes I use in my paper. How can I get EndNote to do this?
A. By design, EndNote follows pre-defined styles and rules. While you can adapt or create your own styles in EndNote, it's not clear whether you can adapt a style that allows you to input individual and fairly random page numbers of your own choosing, particularly if you have more than one quote from the same source. Probably the easiest solution is to use EndNote as designed to export the citations into your Word paper, and then edit the quote citations in Word (not EndNote) to include the specific page numbers you need for the quotes you use in your paper.