Frequently Asked Questions

Select a category below for a drop down list of questions and answers relating to that topic.


BONUS+

Information about the BONUS+ scheme

BONUS+ is a resource-sharing project that enables the lending of selected library material among the staff and students of:

The BONUS+ catalogue includes selected material from participating libraries, and does not reflect the complete collection of any library.

You can request to borrow books and some audio-visual material. The BONUS+ catalogue is continuously updated with each library's holdings to show the current circulation status. Items with a status of AVAILABLE may be requested for delivery to a specified pickup location at your local library.

Staff, undergraduate, postgraduate students, and ULA staff and students currently registered with a participating BONUS+ library.

Select the BONUS+ in the library catalogue to search for books and AV items not available at UTS.

When you place a REQUEST BONUS+ will then look for an available copy and select a lending library.

When the question: With which library are you registered? appears, select University of Technology, Sydney.

Fill in your name and ID number, and select where you want to pick the item up from.

The BONUS+ system will validate your request, and send it to UTS. Within several days, the item will be delivered to the selected pickup location.

Items may be on loan for a maximum 21 days.

An additional 21 day renewal may be requested if other users have not reserved the item or it has not been recalled by the lending library. All loans are subject to recall by the lending institution at any time.

$125 will be imposed for billed or lost books ($100 replacement cost plus $25 processing fee). Overdue fines may also apply.

Delivery to your specified pickup location can be expected within 2 to 4 working days. Weekends and holidays may affect this schedule.

You can renew BONUS+ material once, as long as no-one else has requested it.

Undergraduate students - 5
Postgraduate students and staff - 10

You may view the status of your BONUS+ requests by viewing your library record through MyLibrary. Items whose status appears as RECV'D are ready for pickup.

You can cancel a BONUS+ request in your library record through MyLibrary. If an item still has a REQUESTED status, you may cancel the request.

University of Technology Sydney
http://www.altarama.com.au/utslib/reft000.aspx

For additional information contact the BONUS+ Coordinator:
Beth Marnane
Email: Beth.Marnane@uts.edu.au

Digital Resource Register

Information about online teaching resources and copyright compliance.

Students can access the material from the Library's Homepage and/or UTSOnline. Material placed in the Electronic Reserve collection can be found on the Library's homepage under Subject Resources and in the Library catalogue under Electronic Reserve.

Send us files in the following formats. Library staff will normally convert them to PDF documents, an easy format for your students to download and print. Please contact us if you have files in a different format or if you have any problems sending your files.

  • .pdf - this is the preferred file format and we supply access to the acrobat reader which is freely available.
  • MSWord - Library staff will convert word documents to .pdf files unless requested otherwise.
  • Powerpoint - powerpoint files are often very large. We will normally convert them to .pdf (and remove the colour and condense the slides to 2 or more per page). However just include a note to staff in your application to leave it in powerpoint if you prefer.
  • HTML - if your .html pages contain any copyright material, then you must send them to the DRR for registration of copyright details. If your Faculty has a secure server accessible only by UTS staff and students, you can continue to host the file on your faculty server, but you will need to embed the regulation copyright message into the front of the file. We will contact you about how to do this.
  • .jpg - we will normally convert these to .pdf

Apple Macintosh - You should make sure that your documents are named with a file extension, such as .pdf or .ppt etc as the DRR will not accept them otherwise.

If you have already obtained a copy yourself via Inter Library Loan, the copy which you obtained was for individual study or research (that is the undertaking you signed when requesting the article). You should make your request through the DRR request form, and the Library will obtain a copy for you via Inter Library Loan.

If you wish to include copyright material for UTSOnline for Insearch students, then you should use the UTS Digital Resources Register.

If you are an Insearch Staff member and you wish to include material for students on the Insearch internet site, then you should use the Insearch register, not the UTS Digital Resources Register. This is because Insearch has its own agreement with the Copyright Agency Limited (CAL)to copy under part VB. (Contact Insearch for more information on this).

Only one copy of an item may be put online across the whole University at one time: The Library DRR staff will check that your copy is the only electronic copy taken from a particular work. There may be concurrent access to the same copy by students in different subjects but it may not be topped up with additional sections from the same work. It is unacceptable to put up chapter one, then chapter two etc of a book for the same subject and lecturer.

This is an incidental artistic work, if it is simply there for the purposes of illustration, and not a standalone work. If you do not have permission or cannot substantiate that the material is copyright free, then it needs to have a copyright notice included at the front of the document saying it is being copied under the CAL agreement, section VB.

Send the file to be registered on the DRR and we will include the copyright notice. (It is the Copyright Agency Limited's responsibility to find the copyright owner. If the owner of the copyright in the artwork cannot be identified, you can still copy).

Locate the article and copy and paste the URL into your UTSOnline subject. However, some journal databases do not provided stable links or support deep links to a specific article. It is a good idea to check that the link works after you have included it in your online course.

Normally for 12 months, but you can nominate an earlier date for removal when placing the request. You will receive an email before the resources are due for removal. Just reply to this email if you would like the resources to remain available for longer.

Yes, within the usual limit and after registering the material with the Digital Resource Register. Please contact us and we will provide the necessary copyright notice.

Digital Theses

Answers to submitting and publishing theses online.

Yes. Submission is strongly encouraged, but it is not compulsory.

You can submit your thesis once you have received official notice that you can graduate from your degree.

This is potentially tricky. If your thesis has multimedia sections, or other hard to digitise sections, we will have to discuss the best way of loading it into the ADT website. It may only be possible to place some of your thesis on the website.

Yes, the standard access restrictions apply. With the permission of the University Graduate School, you can prohibit access to the text of your digitised thesis for up to two years. In addition, you can also restrict access to the thesis to computers within UTS campus only.

Placing a document on the Web counts as 'publishing' it, so explicit permission from the author (that's you!) is needed. Other permissions may also be needed, eg the supervisor's, or there may be copyright images in the thesis. See also the ADT Copyright Page.

Not at present. At UTS thesis authors give the library the right to have a copy in its collection, and to allow people to look at the thesis in the library. The Library is also allowed to make copies of theses for interlibrary loans.

Many Australian universities, including UTS, are exploring the idea of making it compulsory to submit a digital copy of all theses, and for authors to give the library the right to publish their thesis on the Web when they submit. It is likely that all universities will eventually require a digital copy of all theses to be submitted, and perhaps may not even require a print copy any longer, but this is still some way off at UTS.

No. All the major publishers have acknowledged that publishing a thesis as a whole should not exclude sections of it being published as journal articles.

No. Of course, plagiarism is always a concern, and publishing any document in print or online will give increased access to potential plagiarists. However, plagiarism will be also easier to detect (and prove) due to wider familiarity with the contents.

Most analyses show that the overall effect of electronic publishing is to discourage plagiarism. Plagiarism from a printed thesis available only in a single library is often very hard to detect since only the author and supervisor are usually familiar with it.

EndNote

Common questions and troubleshooting. The official EndNote website also offers answers to frequently asked questions. For more Information contact the Library's EndNote Trainers.

Select the reference in your reference library and right click. From the list of options that appears, select File Attachments then Attach File (EndNote X1) or Link to PDF then PDF (EndNote X or earlier). In the Select File window which then opens, browse until you find the file you wish to attach (it does not have to be a pdf, even in EndNote X or earlier: it can be a jpeg, gif, Word or Excel file, or any other format), and click on Open.

You will now see a paperclip symbol in your reference library, just to the left of the Author of the reference. This indicates that the reference has an attached file. If you double click on the reference and scroll down until you find the field called File Attachments (EndNote X1) or Link to PDF (EndNote X or earlier), you will see an icon in this field representing the attached file. Click on this icon to open up the file. You can attach more that one file to a reference in this way. To delete a link to an attached file, just highlight the icon and delete.

The attached file itself has been copied and stored in the .Data folder that was created when you created your EndNote library, and which has the same name as the library but with .Data instead of .enl as the file extension. You can open up this folder to see any attached files. Because the links from the references in your EndNote library to attached files go to  the copies in the .Data folder, once you've attached a file to a reference you don't need to store any other copies of it elsewhere on your computer.

Also, when you make a copy of your EndNote library (for backup purposes, or to save to a USB) using File, Save a Copy in EndNote, a copy of the .Data folder and all its contents is also created and saved wherever you save the copy. And all the links to attachments in the copy of the library will go to the files in the copy of the .Data folder.

 

You have accidentally exposed all the hidden field codes. To hide them again, just press the ALT and the F9 keys simultaneously on your keyboard. This key combination allows you to toggle between showing and hiding all the hidden EndNote field codes.

If this does not work, in Word click on Tools, Options, then on the View tab. In the Show section, make sure the box next to Field Codes is unchecked. Then click on OK.

If you are in Word 2007, click on the Office button in the top left corner, then on Word Options, Advanced. Scroll down to Show document content, and make sure the box next to Show field codes is unchecked. Then click on OK.

Open up the reference card in EndNote and put a comma after the last word of the organisation name. In the example, you would have in the author field of your reference University of New South Wales,

Close the reference card and the problem is fixed.

You do not need to know the product key. The problem occurs because you did not extract the file from the downloaded zip file. Reread the downloading instructions, making sure you right click the downloaded zip file and extract before you try to install the program.

The main advantage of EndNote X1 is that the PC version is compatible with Microsoft Vista and Word 2007; and the Macintosh version is compatible with Word 2008. So if you are using these programs you should upgrade to EndNote X1.

EndNote X and X1 each have useful new features, some of which are listed on our EndNote versions page, but they are not essential so unless you wish to use these you do not need to update from EndNote 9.

Whether you upgrade or not really depends on what other software you have on your computer (such as which version of Word, Windows or Mac OS), and also on whether your EndNote library needs to be accessed via several different computers.

EndNote was largely rewritten for EndNote 8, so if you upgrade from EndNote 7 or an earlier version, EndNote will automatically create an "EndNote 8 or later versions compatible" copy of any EndNote library that was created in the earlier version. However this new library will no longer be compatible with your original version of EndNote.

EndNote 7 is excellent, so unless you fall into one of the groups below you don't need to upgrade - unless of course you really want to!

You should definitely NOT upgrade from EndNote 7 if:

  1. You wish to share EndNote libraries with others who have EndNote 7 or earlier versions.
  2. You are a Macintosh user and you have Word 2001
  3. You are a Windows user and you have Windows ME or earlier; or Word 98 or earlier

You SHOULD upgrade to EndNote X1 if you are a PC user with Microsoft Vista or Word 2007; or a Macintosh user with Word 2008 (NB to use EndNote with Word 2008 requires a free patch that can be downloaded from EndNote's website).

You SHOULD upgrade from EndNote 7 to EndNote X1 if:

  1. You are a Macintosh user and you have Word 2004 or Word 2008 (NB to use EndNote with Word 2008 requires a free patch that can be downloaded from EndNote's website).
  2. You are a Macintosh user and your operating system is OS 10.3 (Panther) or later. EndNote X or later works fine up to Mac OS 10.5 (Leopard).
  3. You are a Macintosh user with Word X or later; or a Windows user with Word 2000 or later; and you will be sharing an EndNote library with others who have EndNote 8 or later.
  4. You are a Macintosh user with Word X or later; or a Windows user with Word 2000 or later; and you wish to use Law Referencing Styles.

You SHOULD upgrade from EndNote 8 or 9 to EndNote X1 if:

  1. You are a Macintosh user and your operating system is OS 10.3 (Panther) or later. EndNote X or later works fine up to Mac OS 10.5 (Leopard). NB to use EndNote with Word 2008 requires a free patch that can be downloaded from EndNote's website.
  2. You are a Windows user and you have Windows 2000 or later, and Word 2000 or later.

EndNote's website has more information about Macintosh compatability.

Yes there are issues! At the moment, we are recommending that people do NOT upgrade their systems to Vista or Word 2007. However, if you have already done so, or if you must do so, you should upgrade your version of EndNote to EndNote X1.

There is helpful information about Vista and Word 2007 on EndNote's technical assistance pages. These FAQ pages also have information on restoring your EndNote toolbar in Word.

Microsoft also provides information about opening Word 2007 documents with Word 2003 (you need to install a patch to do this).

To start EndNote on ITD machines:

  • Windows: Start button -> Programs -> Library Applications -> EndNote Version -> EndNote Program
  • Macintosh: Applications -> EndNote Version -> EndNote Version

When you create a new EndNote Library on an ITD machine, save it to the My Documents (Windows) or Shared folder (Macintosh); or to a disk (eg floppy, USB memory stick, shared drive): and work on it from there. Alternatively, open and use an existing EndNote Library from a disk or folder.

Harvard (UTS) style and UTS Library Connection file on ITD computers.

IMPORTANT:
Although files are saved in the My Documents / Shared folders after you log out, ITD deletes the contents of these folders regularly. So you must make backup copies of your EndNote library and any other important files onto a disk.

Open Word and click on View, Toolbars. If you see the EndNote option in Word's list of toolbars (it's usually the last one), select it. This will bring the toolbar back.

If it isn't in the list of toolbars:

On your personal or office computer:

If you are running EndNote X1 and any version of Windows or Word, read FAQ 45 from EndNote's website.

If you are running EndNote X with Word 2007, read FAQ 43 from EndNote's website.

Otherwise:

  1. Stay in Word and click on Tools, Options, File Locations. Select Startup from the list of file types and click on Modify. This opens the Modify Location window.
  2. Click on the Up One Level icon in the top of the Modify Location window, and then right click on and Open the Startup folder (which will probably be empty). Leave this folder open.
  3. Now open EndNote, and instead of opening a library, click on Browse....
    If EndNote does not give you the Browse option, click on File, Open, Open Library ...
  4. This opens the Select a Reference Library window. You should see a list of folders including Connections, Examples, Filters, Styles. If you do not see these folders, type C:\Program Files\EndNote (version 7 or less) or C:\Program Files\EndNote X (version X - use a 9 or 8 instead of X here if you have version 9 or 8) into the File name box at the bottom of the Select a Reference Library window, and press Enter.
  5. You should now see the folders mentioned in the previous step. At the bottom of the Select a Reference Library window, change Files of type from Libraries to All files. Lots of files become visible. Copy and paste into the Startup folder (which you opened in Step 2 above) two files:
    • EndNote X with Word XP or Word 2003: EN10CWYW.dot and EN10Cwyw.WordXP.wll
    • EndNote X with Word 2000: EN10CWYW.dot and EN10Cwyw.wll
    • EndNote 9 with Word XP or Word 2003: EN9CWYW.dot and EN9Cwyw.WordXP.wll
    • EndNote 9 with Word 2000: EN9CWYW.dot and EN9Cwyw.wll
    • EndNote 8 with Word XP or Word 2003: EN8CWYW.dot and EN8Cwyw.WordXP.wll
    • EndNote 8 with Word 2000: EN8CWYW.dot and EN8Cwyw.wll
    • EndNote 7 with Word XP or Word 2003: EN7CWYW.dot and EN7Cwyw.WordXP.wll
    • EndNote 7 with Word 97 or Word 2000: EN7CWYW.dot and EN7Cwyw.wll
    • EndNote 6 with any version of Word: EN6CWYW.dot and EN6Cwyw.wll
    • EndNote 5 with any version of Word: EndNote5.cwyw.do and EndNote5.cwyw.wll

      It doesn't matter if you can't see the .dot or .wll file extensions. The .dot file is the one whose icon resembles a Word document icon.

  6. Close all folders, and close and restart Word. You should now see your EndNote toolbar (or be able to go to View, Toolbars and select it).

You may need to perform one of the folowing extra steps:

  1. If you want to see the .dot and .wll file extensions, go to the menu options at the top of the Startup folder, and click on Tools, Folder Options, View.
    • Make sure that the box next to "Hide file extensions for known file types" is not ticked
    • Make sure the option "Show hidden files or folders" is selected.
    • Then click on OK. Leave the Startup folder open and continue with Step 5 above.
  2. If you still don't see the toolbar, in Word click on Tools, Templates and Add-ins. There are meant to be two ticked files visible in the currently loaded window: the two files copied and pasted in Step 5 above. If they are not there:
    • click on Add, and make sure the path shown in the Look in: window leads to your Word Startup folder (the one you pasted the two EndNote files into in Step 5 above). The path should be something like C:\Documents and Settings\firstinitialsurname\Application Data\Microsoft\Word\Startup).
    • Make sure files of type at the bottom of the Startup window is set to All Files.
    • Click on one of the two files, then on OK. Then click on Add again, click on the other file, and then OK again. The two files should now be currently loaded and ticked. Click on OK.
    • See this FAQ if you get an error message about Macro security.

On ITD computers there is a temporary fix:

  1. Open Word and click on Tools, Templates and Add-Ins. Click on Add, and go to the folder C:\Program Files\EndNote.
  2. Repeat Step 5 above, but instead of copying files just select them and click OK one at a time.
  3. Close the Templates and Add-Ins window, and you should now see the EndNote toolbar.
  4. You may have to repeat this process next time you log on to an ITD computer.

Open Word and click on View, Toolbars. If you see the EndNote option in the list of toolbars (it's usually the last one), select it. This will bring the toolbar back. If it isn't in the list of toolbars, then one of the following will apply:

If you have EndNote X1 and Word 2008, there are instructions on EndNote's website about how to restore the toolbar.

If you have EndNote X1 and Word 2004, there are different instructions on EndNote's website.

If you have an earlier version of EndNote, follow the instructions below.

  1. First close all programs and applications.
  2. Then find and open Word's Startup folder, by opening the following folders:
    Applications -> Microsoft Office [version] -> Office -> Startup -> Word
  3. Now find and open EndNote's Add-ins and Templates folder, in the same way:
    Applications -> EndNote [version] -> Cite While You Write -> Word [version]
  4. You should see two files:
    • EndNote [version] CWYW Word [version]
    • EndNote [version] CWYW Commands
  5. Drag these two files (or copy and paste them) from the Add-ins and Templates folder into the Word Startup folder.
  6. Close all folders, and restart Word. You should now see your EndNote toolbar.

Use Connection Files.

This is a way of searching library catalogues from within EndNote. In EndNote, click on Tools, Online Search, New Search ... (in EndNote X and earlier, click on Tools, Connect, Connect ... ). A list of connection files appears. Click on the Information Provider tab, and scroll down until you see the list of library catalogues. You'll notice that many of these are from the United States University Libraries, but there are also many European and Australian libraries in EndNote's Connection File list.

If you go to EndNote's Connection File Support Page, you can download other connection files to libraries, eg UNSW

Problems with the UTS Library Connection File.

Use Direct Export.

Most of the major journal databases allow you to Direct Export many references at once into EndNote electronically. Follow the instructions for the various databases on our Direct Export Handout (the link to this handout is on our Workshop Material page). This sheet has a list of databases from which you can Direct Export into EndNote. Macintosh users should drag the link to your desktop and open it from there.

The sheet also has a list of databases for which Direct Export is not possible, at least at the moment. You must use EndNote Filters to get references into EndNote from these databases.

Macintosh users may have problems with Direct Export using the web browsers Safari or Internet Explorer.

You may also see the "File not found" error message when Direct Exporting.

Look in the styles window at the top of your EndNote library (if you don't see this window, click on Tools, Show Toolbar, and make sure that Main is selected). If you see the single word Harvard in this window, it means you are using the version of Harvard that comes with EndNote.
Unfortunately, this version of Harvard is completely wrong for UTS and should not be used.

You need to download the special Harvard (UTS) style from our Referencing Styles for EndNote webpage.

Do this on an ITD computer.

DO NOT USE the versions of "Harvard" that come with EndNote.

To use "Harvard" you must download the special Harvard (UTS) style by following the instructions on our Referencing Styles for EndNote webpage.

You can also download the AGLC (UTS) legal referencing style, based on the Australian Guide to Legal Citation (2nd edn). Note that to use the AGLC style you must also download the modified reference types from this page.

Do all this on an ITD computer.

At the time of writing (August 2008) the latest ITD upgrade of computers does not include Harvard (UTS) style in the list of referencing styles for EndNote, nor does it include the AGLC (UTS) legal referencing style. However, these two styles should be included in the next ITD image which will have EndNote X1. The next ITD image should also include a working version of the UTS Library connection file.

In the meantime, unfortunately, due to restrictions on downloading it is not possible to save new EndNote styles to the EndNote styles folder on ITD Windows-based computers. These restrictions also mean that it is not possible to modify and save the corrected UTS Library connection file to EndNote's Connection files folder on some older ITD computers.

To use Harvard (UTS) or AGLC (UTS) styles, and the UTS Library connection file, on machines which do not already have working versions of these, follow the instructions below:

To use the Harvard (UTS) or AGLC (UTS) style:

  1. Save the Harvard (UTS) or AGLC (UTS) style to the My Documents folder.
  2. Then open EndNote and click on Edit, Preferences, Folder Locations.
  3. To the right of the Style Folder box, use the Select Folder button to change the folder to My Documents. The box should now have just U: in it.
  4. Click on OK. You will be told that the folder is outside EndNote, that's OK.
  5. Now in EndNote's styles window you will be able to select and use Harvard (UTS) or AGLC (UTS).
  6. Note that with AGLC style you also need to install modified reference types.

To use the UTS Library connection file:

  1. In EndNote click on Edit, Connection Files, Open Connection Manager.
  2. Scroll down and select the U of Technology Sydney connection file.
  3. Click on the Edit button and then select Connection Settings from the menu on the left.
  4. Change the Server Address to linus.lib.uts.edu.au
  5. Click on File, Save As... and save to the My Documents folder. You will be warned that this is outside EndNote, that's OK.
  6. Repeat steps 2-4 from the style instructions above but with the Connections Folder.
  7. You should now be able to connect to the library catalogue by clicking on Tools, Connect in EndNote.

WARNING: All the changes to EndNote preferences are lost when you log off an ITD computer, so you will need to change the folder locations in EndNote each time you log in and wish to use Harvard (UTS) style or the UTS Library connection file. The saved files in the My Documents folder are not deleted when you log off; however this folder is periodically emptied by ITD so you may need to save the style or connection file again at some point when this happens.

It it best to use Safari as your web browser when downloading styles and filters.

Follow the procedure described on the library's Referencing Styles for EndNote webpage (or for filters, on our Importing References page).

There is more information about this, including how to download using other browsers, on our EndNote Macintosh page.

Right click with your mouse on the style's hypertext link and select Save Link As ... from the menu that appears.

Insert C:\Program Files\EndNote X1\Styles (use X, 9 or 8 here instead of X1 if you are using version X, 9 or 8) before the style name. Insert C:\Program Files\EndNote\Styles if you are using version 7 or older.

If it is not already there, type .ens after the style name. Then Save.

First make sure with your lecturer or supervisor that it acceptable to make this change to the style.

  • Select the reference style in your EndNote library, and then click on Edit, Output Styles, Edit "[your style]". This opens the Edit Style window.
  • Select Citations - Sort Order.
  • To get the style to order multiple in-text citations by Date, select Year + Author as the Citation Sort Order.
  • To get the style to leave multiple in-text citations in the order they were inserted, select Don't Sort as the Citation Sort Order.
  • Close the Edit Style window and save changes.

This problem mainly occurs in APA 5th style, but can also come up elsewhere. It isn't actually a mistake - APA style really wants these initials to be displayed in the in-text citations.

To stop this happening you will need to edit each referencing style where this is a problem for you. Note that by doing this you are making a non-standard style - that is why in the last step below you will save the changed style with a new name.

  1. Open EndNote and select the particular style.
  2. Click on Edit, Output Styles, Edit "your style"
  3. From the list of menu options on the left, choose Author Name under Citations
  4. Remove the tick in the box next to "Use initials only for primary authors with the same name"
  5. Now, from the list of menu options choose Ambiguous Citations under Citations
  6. Remove all ticks from boxes EXCEPT leave the tick in the last one, next to "Add a letter after the year"
  7. Click on File, Save As ..., and save your file with a slightly different name (eg APA 5th NoInitials)

In Harvard (UTS), Parliamentary Debates should look as in the following example:

  • Australia, House of Representatives 2000, Debates, vol. HR103, pp. 2-9

Create a new EndNote reference for a Parliamentary Debate as follows:

  • Select Journal Article reference type
  • In the Author field, type the Jurisdiction followed by a double comma and then the House of Parliament. For example,
    Australia,, Senate
    New South Wales,, Legislative Council
    Northern Territory,, Legislative Assembly
    United Kingdom,, House of Commons
    (the double comma stops EndNote treating the House of Parliament as first names).
  • Type the year into the Year field
  • Leave the Title field empty
  • Type the word Debates into the Journal field
  • Type volume number into the Volume field
  • Type page number(s) into the Pages field

Select the reference in your reference library and right click. From the list of options that appears, select File Attachments then Attach File (EndNote X1) or Link to PDF then PDF (EndNote X or earlier). In the Select File window which then opens, browse until you find the file you wish to attach (it does not have to be a pdf, even in EndNote X or earlier: it can be a jpeg, gif, Word or Excel file, or any other format), and click on Open.

You will now see a paperclip symbol in your reference library, just to the left of the Author of the reference. This indicates that the reference has an attached file. If you double click on the reference and scroll down until you find the field called File Attachments (EndNote X1) or Link to PDF (EndNote X or earlier), you will see an icon in this field representing the attached file. Click on this icon to open up the file. You can attach more that one file to a reference in this way. To delete a link to an attached file, just highlight the icon and delete.

The attached file itself has been copied and stored in the .Data folder that was created when you created your EndNote library, and which has the same name as the library but with .Data instead of .enl as the file extension. You can open up this folder to see any attached files. Because the links from the references in your EndNote library to attached files go to  the copies in the .Data folder, once you've attached a file to a reference you don't need to store any other copies of it elsewhere on your computer.

Also, when you make a copy of your EndNote library (for backup purposes, or to save to a USB) using File, Save a Copy in EndNote, a copy of the .Data folder and all its contents is also created and saved wherever you save the copy. And all the links to attachments in the copy of the library will go to the files in the copy of the .Data folder.

 

In EndNote, go to Edit, Preferences, Display Fields (in a Mac: EndNote [Version], Preferences, Display Fields). Use drop down menus to change Unused to Record Number, then click OK. Back in your reference library, you should now see a new column displaying record numbers.
Click on the Record # column label to sort your references by record number.

To sort by reference type, set the other Unused column to Reference Type.

  1. Create a new, empty library - this will become your "main" library. Alternatively, you can choose one of your already existing libraries to be the "main" library.
  2. With the "main" library open, click on File, Import.
  3. Click on the Choose File button and pick one of the libraries you want to merge with the "main" library.
  4. As Import Option, choose EndNote Library (NOT EndNote Import!)
  5. Click on Import button.
  6. Repeat to merge other libraries with the main library as necessary. Note that this process also keeps the original libraries. You may want to save or delete these.

The easiest way to do this is as follows. The method works for one reference, several references, or a whole reference library.

  1. Open your Reference Library and ensure you have the correct Style selected.
  2. Select the whole library using Control+A (Apple+A on a Mac). Or, select the particular references you want by clicking on them, while holding down the Control key on your keyboard (Apple key on a Macintosh).
  3. Right click with your mouse on one of the selected references, and choose Copy Formatted.
  4. Open a Word document, place your cursor where you want the selected references to appear, and Paste (the easiest way is right click with mouse and select Paste).

An alternative, slightly more complex way is as follows:

  1. Open the reference library and select the reference style you want it to be printed in. Sort the reference library so it's ordered in the way you want it to be when printed (eg by clicking on the Author tab).
  2. To print just a selection of the references in your reference library, select those references while holding down the Control key (Apple key in a Macintosh), and then click on References, Show Selected References.
  3. Click on File, Export. Give your reference list a name (any name will do).
  4. Change Save as type to Rich Text Format.
  5. Choose where you want to save the reference list and click on Save.
  6. Open the saved file in Word, and edit if necessary. It is now ready to be printed.

On a Macintosh you also have the option of making a PDF file of your references:

  1. Repeat steps 1 or 2 immediately above.
  2. Click on File, Print ..., Save As PDF ...
  3. Give the saved file a name in Save As: (any name will do), and change Where: to where you want to save the reference list. Then click on Save.
  4. Open the saved PDF file and print it.

Open up the reference card in EndNote and put a comma after the last word of the organisation name. In the example, you would have in the author field of your reference University of New South Wales,

Close the reference card and the problem is fixed.

Leave all the commas inside the name, and don't put a comma at the end. Instead, replace only the first of the internal commas with a double comma. In the example, you would have in the author field of the reference:
University of Technology,, Sydney

Another example is:
Department of Health,, Community Services, Transport and Trade

Make sure each author is on a line by itself by using the Enter key after each one.

This is a problem that seems only to appear (so far) in EndNote 8 on a Macintosh.

A work around solution is to click on EndNote 8, Preferences. Then Cancel or close the preferences window (so you haven't actually changed anything). You should now be able to open references, and create new ones.

You have accidentally exposed all the hidden field codes. To hide them again, just press the ALT and the F9 keys simultaneously on your keyboard. This key combination allows you to toggle between showing and hiding all the hidden EndNote field codes.

If this does not work, in Word click on Tools, Options, then on the View tab. In the Show section, make sure the box next to Field Codes is unchecked. Then click on OK.

If you are in Word 2007, click on the Office button in the top left corner, then on Word Options, Advanced. Scroll down to Show document content, and make sure the box next to Show field codes is unchecked. Then click on OK.

Yes there are! There are a number of steps you may need to follow to enable EndNote for Macintosh to work with Word 2008.

Firstly, you will need to have at least EndNote X1. With EndNote X1 you will also need to download a free patch from EndNote's website.

Finally, if your EndNote toolbar is still not working in Word you may need to follow these instructions on EndNote's website.

Open up the reference card in EndNote and put a comma after the last word of the organisation name. In the example, you would have in the author field of your reference University of New South Wales,

Close the reference card and the problem is fixed.

This problem mainly occurs in APA 5th style, but can also come up elsewhere. It isn't actually a mistake - APA style really wants these initials to be displayed in the in-text citations.

To stop this happening you will need to edit each referencing style where this is a problem for you. Note that by doing this you are making a non-standard style - that is why in the last step below you will save the changed style with a new name.

  1. Open EndNote and select the particular style.
  2. Click on Edit, Output Styles, Edit "your style"
  3. From the list of menu options on the left, choose Author Name under Citations
  4. Remove the tick in the box next to "Use initials only for primary authors with the same name"
  5. Now, from the list of menu options choose Ambiguous Citations under Citations
  6. Remove all ticks from boxes EXCEPT leave the tick in the last one, next to "Add a letter after the year"
  7. Click on File, Save As ..., and save your file with a slightly different name (eg APA 5th NoInitials)

Open Word and click on View, Toolbars. If you see the EndNote option in the list of toolbars (it's usually the last one), select it. This will bring the toolbar back. If it isn't in the list of toolbars, then one of the following will apply:

If you have EndNote X1 and Word 2008, there are instructions on EndNote's website about how to restore the toolbar.

If you have EndNote X1 and Word 2004, there are different instructions on EndNote's website.

If you have an earlier version of EndNote, follow the instructions below.

  1. First close all programs and applications.
  2. Then find and open Word's Startup folder, by opening the following folders:
    Applications -> Microsoft Office [version] -> Office -> Startup -> Word
  3. Now find and open EndNote's Add-ins and Templates folder, in the same way:
    Applications -> EndNote [version] -> Cite While You Write -> Word [version]
  4. You should see two files:
    • EndNote [version] CWYW Word [version]
    • EndNote [version] CWYW Commands
  5. Drag these two files (or copy and paste them) from the Add-ins and Templates folder into the Word Startup folder.
  6. Close all folders, and restart Word. You should now see your EndNote toolbar.

Open Word and click on View, Toolbars. If you see the EndNote option in Word's list of toolbars (it's usually the last one), select it. This will bring the toolbar back.

If it isn't in the list of toolbars:

On your personal or office computer:

If you are running EndNote X1 and any version of Windows or Word, read FAQ 45 from EndNote's website.

If you are running EndNote X with Word 2007, read FAQ 43 from EndNote's website.

Otherwise:

  1. Stay in Word and click on Tools, Options, File Locations. Select Startup from the list of file types and click on Modify. This opens the Modify Location window.
  2. Click on the Up One Level icon in the top of the Modify Location window, and then right click on and Open the Startup folder (which will probably be empty). Leave this folder open.
  3. Now open EndNote, and instead of opening a library, click on Browse....
    If EndNote does not give you the Browse option, click on File, Open, Open Library ...
  4. This opens the Select a Reference Library window. You should see a list of folders including Connections, Examples, Filters, Styles. If you do not see these folders, type C:\Program Files\EndNote (version 7 or less) or C:\Program Files\EndNote X (version X - use a 9 or 8 instead of X here if you have version 9 or 8) into the File name box at the bottom of the Select a Reference Library window, and press Enter.
  5. You should now see the folders mentioned in the previous step. At the bottom of the Select a Reference Library window, change Files of type from Libraries to All files. Lots of files become visible. Copy and paste into the Startup folder (which you opened in Step 2 above) two files:
    • EndNote X with Word XP or Word 2003: EN10CWYW.dot and EN10Cwyw.WordXP.wll
    • EndNote X with Word 2000: EN10CWYW.dot and EN10Cwyw.wll
    • EndNote 9 with Word XP or Word 2003: EN9CWYW.dot and EN9Cwyw.WordXP.wll
    • EndNote 9 with Word 2000: EN9CWYW.dot and EN9Cwyw.wll
    • EndNote 8 with Word XP or Word 2003: EN8CWYW.dot and EN8Cwyw.WordXP.wll
    • EndNote 8 with Word 2000: EN8CWYW.dot and EN8Cwyw.wll
    • EndNote 7 with Word XP or Word 2003: EN7CWYW.dot and EN7Cwyw.WordXP.wll
    • EndNote 7 with Word 97 or Word 2000: EN7CWYW.dot and EN7Cwyw.wll
    • EndNote 6 with any version of Word: EN6CWYW.dot and EN6Cwyw.wll
    • EndNote 5 with any version of Word: EndNote5.cwyw.do and EndNote5.cwyw.wll

      It doesn't matter if you can't see the .dot or .wll file extensions. The .dot file is the one whose icon resembles a Word document icon.

  6. Close all folders, and close and restart Word. You should now see your EndNote toolbar (or be able to go to View, Toolbars and select it).

You may need to perform one of the folowing extra steps:

  1. If you want to see the .dot and .wll file extensions, go to the menu options at the top of the Startup folder, and click on Tools, Folder Options, View.
    • Make sure that the box next to "Hide file extensions for known file types" is not ticked
    • Make sure the option "Show hidden files or folders" is selected.
    • Then click on OK. Leave the Startup folder open and continue with Step 5 above.
  2. If you still don't see the toolbar, in Word click on Tools, Templates and Add-ins. There are meant to be two ticked files visible in the currently loaded window: the two files copied and pasted in Step 5 above. If they are not there:
    • click on Add, and make sure the path shown in the Look in: window leads to your Word Startup folder (the one you pasted the two EndNote files into in Step 5 above). The path should be something like C:\Documents and Settings\firstinitialsurname\Application Data\Microsoft\Word\Startup).
    • Make sure files of type at the bottom of the Startup window is set to All Files.
    • Click on one of the two files, then on OK. Then click on Add again, click on the other file, and then OK again. The two files should now be currently loaded and ticked. Click on OK.
    • See this FAQ if you get an error message about Macro security.

On ITD computers there is a temporary fix:

  1. Open Word and click on Tools, Templates and Add-Ins. Click on Add, and go to the folder C:\Program Files\EndNote.
  2. Repeat Step 5 above, but instead of copying files just select them and click OK one at a time.
  3. Close the Templates and Add-Ins window, and you should now see the EndNote toolbar.
  4. You may have to repeat this process next time you log on to an ITD computer.

Yes there are issues! At the moment, we are recommending that people do NOT upgrade their systems to Vista or Word 2007. However, if you have already done so, or if you must do so, you should upgrade your version of EndNote to EndNote X1.

There is helpful information about Vista and Word 2007 on EndNote's technical assistance pages. These FAQ pages also have information on restoring your EndNote toolbar in Word.

Microsoft also provides information about opening Word 2007 documents with Word 2003 (you need to install a patch to do this).

If you have not actually seen the original reference (Brown in this example) then you only need to have the one you did see (Smith in this example) in your bibliography. So you can discuss Brown in your text, mentioning that Brown is cited by Smith, and reference Smith by using the Insert Citation(s) icon in the EndNote toolbar. For example you might say: in 1970 Brown did some research (Smith 2000). You can use the Edit Citation(s) icon in the EndNote toolbar to add some text like "cited by " in front of Smith (using the Prefix box; note the space after "in"); and/or page numbers after the year.

If you need to have both Smith and Brown in your bibliography you can select both references in EndNote, and insert them together into your Word document as normal using the Insert Citation(s) icon in the EndNote toolbar. This will then look something like (Brown 1970; Smith 2000). Using the Edit Citation(s) icon in the EndNote toolbar, select Smith and type "cited by " into the Prefix box (note the space after "in"), then click on OK. The citation should now look like (Brown 1970; cited in Smith 2000). Use the Edit Citation(s) icon to add page numbers after Brown, or Smith, as normal.

Difficulties arise in the second case if your reference style orders multiple citations by author surname, as Harvard (UTS) does, and if the original author's surname comes alphabetically after the later author, for example (Anderson 2000; Brown 1970). This can be fixed either by changing the reference style to stop it automatically ordering multiple in-text citations by author surname; or by using creative language. For example inserting "citing " (note the space after the word "citing") as a prefix to Brown gives: (Anderson 2000; citing Brown 1970).

First type in the Author name(s), for example ... Smith ...

Then insert your citation after the Author name(s), giving ... Smith (Smith 2001) ...
Click on (Smith 2001) to highlight it, and then click on the Edit Citation(s) icon in the Word's EndNote toolbar.
Tick the Exclude Author box, and then OK. This gives ... Smith (2001) ...

The Author is just hidden, and can be retrieved easily by highlighting (2001), clicking on the Edit Citation(s) icon, and removing the tick. The full entry for Smith in your reference list is not affected by any of these changes.

Insert footnotes in Word as normal. Type text into a footnote if needed, then insert references into the footnote using the Insert Citation(s) icon as normal.

In the various Harvard (UTS) styles, citations in footnotes have the same format as the in-text citations.

To change this so that citations in footnotes have the same format as references in the bibliography, in EndNote click on Edit, Output Styles, Edit "[your style]", Footnotes Templates. Change Format citations in footnotes from Same as In-Text Citations to Same as Bibliography.

The AGLC (UTS) referencing style (for Law) comes with its own "Footnotes" format, because in this style all in-text citations are inserted into Footnotes.

The easiest way to do this is as follows. The method works for one reference, several references, or a whole reference library.

  1. Open your Reference Library and ensure you have the correct Style selected.
  2. Select the whole library using Control+A (Apple+A on a Mac). Or, select the particular references you want by clicking on them, while holding down the Control key on your keyboard (Apple key on a Macintosh).
  3. Right click with your mouse on one of the selected references, and choose Copy Formatted.
  4. Open a Word document, place your cursor where you want the selected references to appear, and Paste (the easiest way is right click with mouse and select Paste).

An alternative, slightly more complex way is as follows:

  1. Open the reference library and select the reference style you want it to be printed in. Sort the reference library so it's ordered in the way you want it to be when printed (eg by clicking on the Author tab).
  2. To print just a selection of the references in your reference library, select those references while holding down the Control key (Apple key in a Macintosh), and then click on References, Show Selected References.
  3. Click on File, Export. Give your reference list a name (any name will do).
  4. Change Save as type to Rich Text Format.
  5. Choose where you want to save the reference list and click on Save.
  6. Open the saved file in Word, and edit if necessary. It is now ready to be printed.

On a Macintosh you also have the option of making a PDF file of your references:

  1. Repeat steps 1 or 2 immediately above.
  2. Click on File, Print ..., Save As PDF ...
  3. Give the saved file a name in Save As: (any name will do), and change Where: to where you want to save the reference list. Then click on Save.
  4. Open the saved PDF file and print it.

Instant Formatting has been switched off for this document.

If you want to keep it switched off, format your document in the correct referencing style (which brings back the bibliography) at any time by clicking on the Format Bibliography icon, choosing the right style, and clicking on OK.

To turn Instant Formatting back on for the document, click on the Format Bibliography icon, then on the Instant Formatting tab. Make sure that the Turn On/ Turn Off button (Enable/ Disable in EndNote X and earlier) says Turn Off (or Disable) so that Instant Formatting is enabled, and click on OK.

To turn Instant Formatting either on or off for all new Word documents, click on Tools in EndNote, then Cite While You Write (CWYW), then CWYW Preferences. If this is greyed out, open a new Word document and click on the Go To EndNote icon. Check or uncheck the box next to Enable Instant Formatting on new Word Documents and click on OK.

You still have to insert the citation into your document, but you can then make it invisible so that it only appears in your bibliography.

First choose a place in your document to insert these "invisible" citations - best place is probably at the end of the last page before the bibliography itself, or just after your Bibliography heading. Insert the reference as normal, and then select it and click on the Edit Citations icon. Place a tick in both the Exclude Author and Exclude Year boxes, and click on OK. You'll find the citation has disappeared from the text, but it remains in the bibliography.

To edit "invisible citations", click on the Unformat icon. Any "invisible" citations will appear as {#record number}. To make them visible again type in the reference's first Author, a comma, and the Year, giving {Author, Year #record number}. Make sure the Author and Year match the citation's record number in EndNote. Then Format the document. To remove a citation altogether, delete its unformatted citation.

More information about unformatted citations and instant formatting.

There are basically three ways that this can be done:

1. Merge all the chapters together and format as a single large document.

  • Insert citations into each of the chapters, and then use the Unformat Citation(s) icon in Word's EndNote toolbar to remove their separate bibliographies.
  • Merge all the unformatted chapters together so that you have one large Word document.
  • Finally, use the Format Bibliography icon to format the in-text citations and create the single bibliography at the end of the document.
  • Disadvantages of this method are that the large Word document can be very large; and merging different Word documents can sometimes require lots of tidying up.

2. Format each chapter separately, but use a printout of your reference library as the bibliography.

  • For each chapter, insert citations and Format Bibliography.
  • Use the Remove Field Codes icon to create a plain Word copy of each chapter.
  • Delete the bibliographies of each of the plain Word copies.
  • Then create a Word copy of your reference library in your chosen reference style and delete any references you haven't cited in the chapters.
  • Disadvatages of this method are that if you're not careful the references in the bibliography may not exactly match those cited in the chapters. Also, the bibliography is in Rich Text Format which may need some work to make it look right.

3. Use Word's Master Document feature.

  • Using Master Document is described in the EndNote manuals.
  • This is probably the best method if you are comfortable with it, but it has the disadvantage of also being the most complex.
  • The University of Melbourne has some guides on how to use Master Documents:
  • Be warned that apparently Master Documents corrupt easily: so always keep backup copies of each chapter elsewhere. More info on this here.

In EndNote X1 and later the Connection file is called U Technology Sydney and can be found by clicking on Tools, Online Search. It should work correctly.

In EndNote X, 9 and 8 the Connection file is called U of Technology Sydney. However it uses an old server address that is no longer working. To fix the problem (it takes only 2 minutes):

  • In EndNote, click on Edit, Connection Files, Open Connection Manager, and then scroll down and select U of Technology Sydney
  • Click on the Edit button, and then select Connection Settings from the menu on the left side of the edit window.
  • Look for the box labeled Server Address, and change the first word orac to linus. The Server Address should now read: linus.lib.uts.edu.au
  • That's all. Close the edit window and save changes. Close the Connection Manager. You should now be able to connect to UTS library.

U of Technology Sydney is not in EndNote's list of connection files if you have version 7 or earlier. However, it's easy to add it by following our Connection File for UTS Library instructions.

Once you have completed these instructions, click on Tools, Connect and you should be able to select and use the U of Technology Sydney Connection File.

Instructions on how to correct the Connection file on ITD computers.

You do not need to know the product key. The problem occurs because you did not extract the file from the downloaded zip file. Reread the downloading instructions, making sure you right click the downloaded zip file and extract before you try to install the program.

Follow the instructions for FAQ 48 on EndNote's website.

  • EndNote 9 and X require at least OS 10.3.6 (Panther), and is recommended if you have OS 10.4 (Tiger), especially version 10.4.2. More information on EndNote's Tiger compatibility page.
  • EndNote 8 requires OS 10.2 (Jaguar) or higher. Problems have been reported with OS 10.4.2 (Tiger)
  • EndNote 7 should run properly on any version of OS X up to and including OS 10.3 (Panther)
    More information on EndNote's Panther compatibility page.
  • EndNote 6.x should not be compatible with OS 10.3 (Panther)
    But apparently it can work OK. More information in the lower half of EndNote's Panther compatibility page, and in Word Crashes FAQ.
  • EndNote 6.0 for Macintosh is not compatible with OS 10.2 (Jaguar)
    You can upgrade to compatible EndNote 6.0.2 by downloading the small, free EndNote 6.0.2 updater.

This can occur with Word X and EndNote 6 or EndNote 7. There are several possible causes, and solutions. These are given below in the order that they should be tried.

  1. Problems with CWYW (Cite While You Write / Instant Formatting).
    Solution: in Word's EndNote toolbar, click on the Unformat Citations icon. You'll notice that your bibliography disappears and that all your citations have a new ("temporary") format such as {Smith, 1998 #28}. When you insert new citations they will also have this format. To fix the temporary citation format and bring back the bibliography, use the Format Bibliography icon.
    To turn Instant Formatting back on.
  2. Corrupt Word document.
    Solution: open the document and unformat it using the Unformat Citations icon in Word's EndNote toolbar. Then click on the Word icon that looks like a backward P, to show paragraph markers. Copy the entire document, excluding the final paragraph marker of the document, into a new document. Save this document with a different name. The new document shouldn't cause Word to crash.
    More information about corrupt Word documents.
  3. Corrupt preferences file.
    Solution: open the folder MacintoshHD -> Users -> [User Name] (this is "StudentHome" on ITD machines) -> Library -> Preferences -> Microsoft, and put the following three files into the Recycle bin. Then close and restart Word.

    • Carbon Registration Database
    • Word Settings (10)
    • Office Registration Cache

If Word returns a macro security warning, check the box for "Always trust macros from this source" and then click on Enable macros. Close and restart Word.

If these options are greyed out, go back to Word and click on Tools, Macro, Security. Set security level to Medium and click on OK. If you get the macro security warning again, the options mentioned above should no longer be greyed out and you should select them.

CarbonLib allows "carbonized" Mac OS X software to be run on OS 9. You are probably trying to run EndNote 6 or later on a Macintosh with OS 9 without CarbonLib.
You must do one of the following:

  • Either upgrade your Macintosh operating system to OS X and then install EndNote 7
  • Or keep OS 9 and install EndNote 5. EndNote 5 is the same as EndNote 7 in many respects so you won't miss out on much functionality. You can download EndNote 5 for Macintosh, or contact one of our EndNote trainers about getting a copy of EndNote 5 for Macintosh on CD.
  • Or install the latest version (1.6) of CarbonLib from the Apple Support Site. CarbonLib should install in the Extensions folder of your active System Folder. Then install EndNote 7.

This is a Macintosh problem caused by a known difficulty with Internet Explorer on Mac OS X. It usually arises when you are trying to do a Direct Export from a database. There are two workarounds:

  1. When you get the error message, choose Save File As ...
    Change the name of the file to any word (easiest is one or two words from the name of your database).
    Make sure the file name ends in .txt
    Save the file as Plain Text.
    In EndNote, open your library and select File, Import ...
    Choose the file you just saved, and for Import Options choose the filter appropriate for your database (more information about filters is on our Importing references webpage).
    Then click on Import.
  2. Use another browser (Safari works best). Information about using other browsers is on our Macintosh page.

This is problem is covered by EndNote support's FAQ number 10

This is probably because your cache of temporary internet files is full.

Open Internet Explorer and click on Tools, Internet Options. Under Temporary Internet Files, click on Delete Files. When deleting is finished (this may take several minutes if your cache is very full), click on OK.

This is probably because you have recently upgraded EndNote and the old version has not uninstalled properly. In particular, you probably still have the old version's add-ins, which means that your EndNote toolbar in Word still belongs to the old version and gives this error message whenever you try to use it.

There are several options: probably the simplest is to uninstall both the new and the old versions of EndNote (again), and reinistall the new version. If this does not solve the problem, try the next option.

Another option is to go to Word's startup folder and make sure that the two add-ins there are the correct ones for your versions of EndNote and Word.

This sometimes occurs when you try to open a reference library. The library freezes and this error message appears.

Open EndNote without opening the library, and click on Tools, Recover Library ...
Use this feature to save a "recovered" copy of your library with a new name.

This can occur for a number of different reasons in both PC and Macintosh. It is covered by EndNote Support's Install FAQ number 1.

Use Direct Export.

Most of the major journal databases allow you to Direct Export many references at once into EndNote electronically. Follow the instructions for the various databases on our Direct Export Handout (the link to this handout is on our Workshop Material page). This sheet has a list of databases from which you can Direct Export into EndNote. Macintosh users should drag the link to your desktop and open it from there.

The sheet also has a list of databases for which Direct Export is not possible, at least at the moment. You must use EndNote Filters to get references into EndNote from these databases.

Macintosh users may have problems with Direct Export using the web browsers Safari or Internet Explorer.

You may also see the "File not found" error message when Direct Exporting.

Use Connection Files.

This is a way of searching library catalogues from within EndNote. In EndNote, click on Tools, Online Search, New Search ... (in EndNote X and earlier, click on Tools, Connect, Connect ... ). A list of connection files appears. Click on the Information Provider tab, and scroll down until you see the list of library catalogues. You'll notice that many of these are from the United States University Libraries, but there are also many European and Australian libraries in EndNote's Connection File list.

If you go to EndNote's Connection File Support Page, you can download other connection files to libraries, eg UNSW

Problems with the UTS Library Connection File.

In EndNote X1 and later the Connection file is called U Technology Sydney and can be found by clicking on Tools, Online Search. It should work correctly.

In EndNote X, 9 and 8 the Connection file is called U of Technology Sydney. However it uses an old server address that is no longer working. To fix the problem (it takes only 2 minutes):

  • In EndNote, click on Edit, Connection Files, Open Connection Manager, and then scroll down and select U of Technology Sydney
  • Click on the Edit button, and then select Connection Settings from the menu on the left side of the edit window.
  • Look for the box labeled Server Address, and change the first word orac to linus. The Server Address should now read: linus.lib.uts.edu.au
  • That's all. Close the edit window and save changes. Close the Connection Manager. You should now be able to connect to UTS library.

U of Technology Sydney is not in EndNote's list of connection files if you have version 7 or earlier. However, it's easy to add it by following our Connection File for UTS Library instructions.

Once you have completed these instructions, click on Tools, Connect and you should be able to select and use the U of Technology Sydney Connection File.

Instructions on how to correct the Connection file on ITD computers.

There are often difficulties with Direct Export on a Macintosh. These are normally browser problems, and often depend also on specific databases or groups of databases - the OVID group for example.

Common error messages are Internet Explorer does not know how to handle the type of file; and Internet Explorer claiming file not found.

Safari and Firefox have other problems. More information about browser problems with Direct Export can be found on our Macintosh page.

Follow the instructions on the University of North Carolina, Chapel Hill website. Alternatively, search Medline (OVID) (one of the library's journal databases) instead of PubMed and use Direct Export.

Search SciFinder Scholar and select the references you want to bring into EndNote. Click on the Save As icon. Save the file somewhere convenient, with Save as type: Tagged Format (*.txt).
Import the saved file into EndNote using the SciFinder (CAS) filter that comes with EndNote. You may need to do a bit of editing of any references that are not journal articles.

Go to Google Scholar (http://scholar.google.com/) and click on the Scholar Preferences link to the right of the search box. Scroll down to the bottom of the Preferences page to Bibliography Manager and select the radio button and drop down menu to Show links to import citations into EndNote. Click on the Save Preferences button (bottom right of page).

Now whenever you do a search, you will see under each search result a link that says Import into EndNote. Click on this link and select Open from the File Download window. EndNote will open and you will be asked to choose a reference library to import the reference into.

This process will work on a PC using Internet Explorer as browser and (with a few minor differences) on a Macintosh using Firefox as browser. It may work with other browsers as well.

Because of variations in library catalogue records, references imported from library catalogues often have imperfections. References with missing authors are probably edited books. Audiovisual material and Edited Books are often wrongly given Book reference type. You will need to edit each reference separately, making changes to fields and reference type. Some hints:

  • Book editors are often in dumped into the Notes field.
  • Missing years can often be found in either the Date or the Notes field.
  • Publication details, especially for conference proceedings, are sometimes mixed in with the Title and need to be either deleted or moved to other fields.
  • Edited books and Audiovisual items are often wrongly classed as Book reference type.

It it best to use Internet Explorer as your web browser when downloading styles and filters.

Follow the procedure described on the library's Referencing Styles for EndNote webpage (or on our Importing references webpage).

There is more information about this, including how to download using other browsers, on our EndNote Macintosh page.

Probably because no reference library is open.
Open a reference library first, or create a new reference library.

This is a Macintosh problem caused by your browser not using a File Type (which should be TEXT - must be upper case), and EndNote getting confused because it can't see the File Type.

Open the saved file in either SimpleText (OS 9); or TextEdit (OS X, in Applications) and then save the file again. The file should now have TEXT as file type and EndNote can import it.

This may be because of a number of reasons. The most likely is a mismatch between the filter and the database. You must ensure that the filter you use refers both to the database you used and the database provider (ie the company that sells access to the database to UTS Library).

If your database allows you to Direct Export you will be much better off using Direct Export instead of a filter. The Direct Export Handout on our Workshop Material page has a list of databases that allow you to Direct Export. Macintosh users should drag this link to your desktop and open it from there.

If you must use a filter, here are some hints:

  • Make sure you choose a citation format like EndNote or Bibliographic Manager or Reference Manager or RIS
  • Always save as a Plain text file, ie with .txt as file extension.

No. But many hundreds of filters are supplied with EndNote - look in EndNote's Filter Manager. If you don't see a filter for the database + database provider you want, check the table on our Importing References page. 

There are more filters that can be downloaded from EndNote's Filter Support Page.

You are probably using an old version of Internet Explorer as your browser. Use a recent version of Internet Explorer.

Right click with your mouse on the filter's hypertext link and select Save Link As ... from the menu that appears.

Insert C:\Program Files\EndNote X1\Filters (use X, 9 or 8 here instead of X1 if you are using version X, 9 or 8) before the filter name. Insert C:\Program Files\EndNote\Filters if you are using version 7 or lower.

If it not there already, type .enf after the filter name. Then Save.

This is normally almost impossible. Basically you will probably have to copy-and-paste each reference field by field from Word into an EndNote reference library. However, see also this website from Goldsmiths College at the University of London.

  1. Set up your Excel spreadsheet so that the first line (ie line 1 of the spreadsheet) contains your field names (Author, Title etc), one to each column starting from column B. The order of the field names along line 1 doesn't matter. Cell A1 should contain the words Reference Type. Leave the rest of column A empty for the moment. You should take the field names from the Generic reference type in EndNote. In this reference type, field names are as usual with the following exceptions:
    a) The field name for journal name is Secondary Title
    b) The field name for journal issue is Number
    c) The field name for city is Place Published
    d) For an Edited Book, the field name for editors is Author, but
    e) For a Book Section, field names for chapter authors & chapter titles are Author & Title, but field names for book editors and book titles are Secondary Author & Secondary Title.
  2. The rest of the spreadsheet should contain the references, starting in column B, one reference per line, so that the columns below each of the field names contain the correct data for that field. The order of the references doesn't matter, and it's OK to leave empty cells he