UTS Library

EndNote

ENDNOTE STOP PRESS

  1. EndNote X7 is now available for both PC and Mac.
  2. EndNote has upgraded their app for the iPad, which is available via iTunes. The cost is $10.49 (in Feb 2014). You just need to have an EndNote Online (formerly known as EndNote Web) account (see the EndNote Online section below) and an iTunes account. Note that you'll still need to use EndNote on a regular computer to insert citations into a document.
  3. To enable the 'Find Full Text Function' for your EndNote see this Answer

Using EndNote

What is EndNote?

EndNote is a software package that will assist you to collect, store, organise and use your references.

  • references can be entered into EndNote manually, or they can be transferred electronically into EndNote from journal databases and library catalogues
  • references can be inserted electronically from EndNote into Word documents
  • a bibliography (reference list) of all the inserted references is automatically created in the referencing style of your choice. It is very easy to change between referencing styles, or modify styles to suit specific requirements

Downloading EndNote

UTS staff and students can download a free copy of EndNote after accepting the terms and conditions below:

Terms and Conditions

  • the software may only be used while the user is a registered student or staff member of UTS. The licence to use the software will terminate under the agreement when the user is no longer a student or staff member of UTS. Any copies of EndNote software must be removed from the user's computer once they are no longer registered with UTS.

  • use of the software at the user's home is limited to use related to course work, research work or other work directly related to the user's relationship with UTS.

How to use EndNote

Download the Guide to EndNote X7 (at the bottom of the page under Handouts). If you have a question or a problem with EndNote, browse the Answers to questions about EndNote.

The Library offers online EndNote Tutorials, and also EndNote classes to all staff and students. View all workshops or Book a class now!

In addition, the Library offers EndNote classes to Postgraduate Research students as part of the UTS: Graduate Research School's (GRS) workshop program. Contact the GRS for dates and enrollment details.

Referencing styles

EndNote comes with some referencing styles, but most of these are named after the journals which require them. Because there are sometimes variations in style requirements, it is strongly recommended that research students check with their supervisor about the correct style to use for their thesis.

The main styles in use at UTS are:

1. Harvard (UTS)

Based on the Australian Government's Style manual for authors, editors and printers (6th edition, 2002). This style is used by the Faculties of

  • Arts & Social Sciences
  • Business
  • Design, Architecture & Building
  • Engineering & Information Technology
  • Nursing, Midwifery and Health
  • Science

Harvard (UTS) does not come with EndNote and is not the same as the style called Harvard that does come with EndNote. You must download Harvard (UTS) style into EndNote from this webpage (see below). This has already been done on all UTS computers in public areas.

2. APA (American Psychological Association)

This style is used by the Teacher Education program within the Faculty of Arts & Social Sciences. APA comes with EndNote, and the version currently in use at UTS is called APA 6th.

3. AGLC (UTS)

Based on the University of Melbourne's Australian Guide to Legal Citation. This style is used by the Faculty of Law. It does NOT come with EndNote and you will need to download it. See Study Guide: Law EndNote install.

4. Also used are:

  • IEEE (a numbered style sometimes used in the Faculty of Engineering & Information Technology. This style comes with EndNote, but you should ask your lecturer or supervisor before using this style).
  • Chicago (a footnote style used in some areas of the Faculty of Arts & Social Sciences. This style requires you to insert footnotes into your Word document and then insert your citations into these footnotes. In EndNote it is called Chicago 15th A).

Downloading the Harvard (UTS) Style

  • Click on the link to download the Harvard (UTS) style
    • If you are using a PC with Internet Explorer, choose Open.
    • If you are using a PC with Firefox, choose Open with EndNote then OK.
    • If using Chrome, open the downloaded file; you may need to choose to Open with EndNote.
    • If you are using a Macintosh, you may need to double click on the downloaded file to open it. If using Safari, click on the link while holding down the Control key, save to your Downloads folder, then open the downloaded file. You may need to choose Open with EndNote. If you are having trouble with this process, check to see if the filename contains a .txt extension. If so, remove this extension. If you are still having trouble with this link try the duplicate style link at the bottom of this page.
  • EndNote will start and you will see details of the style displayed. Click on File, Save As.
  • In the Save As window that appears, make sure the name of the style is listed as Harvard (UTS) - you may need to remove the word 'copy' and possibly some other text - and then click on Save.
  • Close the style window.

In EndNote, you should now be able to Select Another Style... in the drop down styles window, scroll through the list of styles, select Harvard (UTS), and click on Choose.

Connecting to Library Catalogues

It is possible to search many international library catalogues from within EndNote using the Online Search feature (click on more ... in the Online Search area to see them). Unfortunately, this does not include UTS or most other Australian libraries. To enable searching UTS Library catalogue via Online Search you must first download the UTS Library Connection File. You can also download connection files for some other Australian libraries if you wish.

EndNote Online

EndNote Online (formerly known as EndNote Web) allows you to create an EndNote Library online, which can be accessed from anywhere using the Internet. References can be moved between your EndNote Online library and a regular "desktop" EndNote library, now called EndNote Desktop. You can insert citations into Word documents from your EndNote Online library in the same way as you do from the standalone version. EndNote Online is not as sophisticated as the main EndNote program and is meant to be used as an extra feature, rather than as a replacement.

Transferring references between EndNote and EndNote Online works much better with version X7, so it is recommended that you upgrade to this version on your computer (see Downloading EndNote). EndNote has a nice guide to using sync between EndNote Online and EndNote Desktop.

EndNote Online is (obviously) an online product so you will need to create an account, and log in each time you access it. This is free for UTS staff and students. The best way of doing this is to register using ISI Web of Knowledge. Use your UTS Webmail User ID and password.

At the top of the Web of Knowledge screen you will see the dropdown menu for My Tools, click this to select EndNote and then register. Once this process is complete you will be able to log in to EndNote Online.

Direct Export of journal article citations into EndNote Online is possible from ISI Web of Knowledge but is not always possible from other databases - you may need to Direct Export first into a desktop EndNote library and then transfer them from there into EndNote Online. Alternatively, citations can be saved as a text file and then imported into EndNote Online using the appropriate filter.

To insert references from EndNote Online into a Word document:

  • click on the EndNote tab in Word and then on Preferences (if you have Word 2003 on a PC, or any version of Word on a Macintosh, click instead on the Preferences icon in the EndNote toolbar)
  • choose the Application tab and use the drop down menu to select EndNote Web. The EndNote Web subscription details are: http://www.myendnoteweb.com:80/
  • enter in your EndNote Online email address and password details (they may already be there), then click on OK.
  • to change back to regular EndNote, select EndNote from the drop down menu. EndNote Online uses a different set of referencing styles and these may take a little while to download. Harvard (UTS) style, APA, and AGLC styles are all available in EndNote Online.

Online Tutorial: EndNote's website has very comprehensive online tutorials for EndNote Online (the tutorials still call it EndNote Web).

Macintosh

EndNote comes in both Windows and Macintosh versions. The two versions are essentially identical, so even if you are a Mac user you will still benefit from attending one of the Library's training sessions, and using the Library's Guide to EndNote (you can download the Guide at the bottom of the page under Handouts).

The Macintosh version of EndNote requires certain word processor and system requirements. Depending on your operating system, the capability of your computer, and the version of Word you have installed, you will need to choose which version of EndNote is the most appropriate for you. EndNote seems to work better with Word than with Pages; there seem to be many problems that come up with Pages compatibility with EndNote.

Apparently both EndNote X7 and EndNote X6 work with Mavericks, the most recent Mac OS (version 10.9). If you are using EndNote X7 you should make sure you have EndNote version X7.1: if required you can download the free X7.1 update from the UTS website (login required) or from EndNote's website.

Mac users with OS 10.8.2 may have issues with EndNote X6 due to a bug in the Mac OS. These can include program slowness, freezing, or "error 1712" messages. This can be fixed by using EndNote version X6.0.2, or if you have version X6.0.1 downloading and installing the X6.0.2 patch from EndNote's website.

  • Word 2011 works best with EndNote X7, X6 or X5. If you are using OS10.7 (Lion) you should use EndNote X7, X6 or X5. If you are using OS10.8 (Mountain Lion) or OS10.9 (Mavericks) you should use EndNote X7 or X6.
  • Word 2008 requires EndNote X2 or later. If you are running OS10.6 or later you should use at least EndNote X4 or later,
  • If using Word 2008 it must include Service Pack 1 (SP1). To check your version of Word open it, go to the Word menu, and choose About Word. The version listed here must be 12.1.0 or higher. If not, you can get a free upgrade from Microsoft (but be warned, it is a big download).

Downloading Styles, Filters and Connections

This works best using Firefox:

  • click on a linked style, filter or connection on this page and save the file
  • select the downloaded file and open it. EndNote will open, and you will see some details about the style, filter or connection. If you are using Safari you may need to right click (or Control + click) on the link in order to save it.
  • click on File, Save As, and ensure that the name of your style, filter or connection is correct (you may need to delete some unwanted text in the name)
  • click on Save, and close EndNote. When you reopen EndNote you should be able to choose your new style, filter or connection from the appropriate list in EndNote.

Direct Export from journal databases using Macintosh

This works best using Firefox as a web browser. Safari and Chrome will save files to your downloads folder and you will then need to open them. You may need to choose Open with EndNote. Occasionally you may need to save your results as a text file and then import this file into EndNote using a Filter. Useful citation information is sometimes downloaded into the Notes field of each imported reference.

You may sometimes be asked to choose how to open the file:

  • select Open with ...
  • choose EndNote [version] from within the EndNote folder in your Applications folder. You should now see EndNote [version].app in the box next to Open With.
  • click on OK and, if asked, choose the appropriate filter.

Some Macintosh links

  • download a copy of the Macintosh version of EndNote (see Downloading EndNote). This comes with the full EndNote manual.
  • check EndNote's Macintosh requirements page.
  • browse the Library's Answers page for answers to some common Macintosh questions and problems using EndNote

Tutorials on EndNote website

EndNote's website offers a number of good online tutorials, and also links to webinars if you want to learn more. EndNote also maintains a YouTube channel full of useful tutorials.

Tutorials include (but there are many more on the YouTube channel):

EndNote Answers

 

Tutorials

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