EndNote X7 for Beginners (MAC) – HANDOUT 2017
A copy of EndNote X7 must be loaded on your Macbook prior to the class from
http://www.rmit.edu.au/library/endnote. Also please ensure that you have Mozilla Firefox
https://www.mozilla.org/en-US/firefox/new installed on your Macbook.
This 90 minute session comprises:
1. Introduction
2. Opening the EndNote program
3. Export records from a database to EndNote - EXERCISE ONE
4. Export records from RMIT Library LibrarySearch to EndNote - EXERCISE TWO
5. Export records from Google Scholar - EXERCISE THREE
6. Manual input of records - EXERCISE FOUR
7. Change reference styles in EndNote
8. Create Groups
9. Using EndNote with Word 2011 - EXERCISE FIVE
10. Conclusion and further help
1. INTRODUCTION
This handout:
 Is at Beginner's level and covers only the basics of the EndNote program. It is assumed that
participants have never used Endnote or are unfamiliar with it.
 Does not cover advanced areas. The following resources address advanced questions:
 RMIT Library’s “Drop-In: Beyond the Basics” sessions
http://www1.rmit.edu.au/library/classes
 EndNote X7 Online User Guide (Win & Mac)
http://endnote.com/support/online-user-manual/x7
 EndNote.com FAQs
http://endnote.com/support/faqs
 EndNote.com Training
http://endnote.com/training
 EndNote’s YouTube Channel
https://www.youtube.com/user/EndNoteTraining/videos
 EndNote.com Community (User Forum)
http://community.thomsonreuters.com/t5/EndNote/ct-p/endnote
 EndNote.com Support & KnowledgeBase
http://endnote.com/support/live-chat
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 Does not teach you how to reference. Participants are expected to have a basic knowledge of
referencing and their School’s referencing style.
 Does not teach you how to search in databases. Participants are expected to be familiar with
basic database searching, as some basic databases searching is involved.
 The Library’s subject guide Endnote: a beginner’s guide (http://rmit.libguides.com/endnote) is
useful as a self-paced instructional tool - anytime, anywhere, even from home - to go through
what will be taught in the class or to learn about new things not covered in the class.
What is EndNote?
●
EndNote is bibliographic management software that allows you to create and store references.
●
It connects with online resources (e.g. library databases, Google Scholar, LibrarySearch, etc.) to
gather records, which can be stored and managed.
●
You can use it with word processors (e.g. Microsoft Word, Pages for Mac) to automatically insert
citations and create bibliographies.
Learning outcomes:
●
Create an EndNote library.
●
Add records to an EndNote library – manually & directly from library databases, Google Scholar
and LibrarySearch.
●
Use EndNote with Microsoft Word in their chosen referencing style
●
Know how to get further help for EndNote.
2. OPEN THE ENDNOTE PROGRAM / CREATE A NEW LIBRARY
Additional information on accessing the EndNote program and creating a library can be found at:
http://rmit.libguides.com/endnote/getting-started
1) You can access EndNote two ways:
a. Open
Finder > Applications > Endnote X7 > Endnote X7.
OR
b. From within Word 2011 use the Endnote toolbar and
Endnote toolbar in Word try View > Toolbars > Endnote X7.
Tip: if you can’t view the
2) Create a new EndNote Library: File > New and save it.
Tip 1: An Alternative way to search for the Endnote program or a library is to use the spotlight
option (the spotlight option is in the top right hand corner).
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3. DIRECT EXPORT OF RECORDS TO ENDNOTE - EXERCISE ONE
Additional information on adding references from a database to an EndNote library can be found at:
http://rmit.libguides.com/endnote/add-references-mac
Apart from Google Scholar & LibrarySearch, many of the major databases allow this feature: Science
Direct, PubMed, ERIC, Proquest, Academic OneFile, EBSCOhost, Scopus, JSTOR, IEEE, Web of
Science and Emerald.
1) Ensure EndNote Library is open.
2) Important! Use the Mozilla Firefox as your browser.
3) Choose ProQuest
OR
a) Navigate
from
library
homepage
to
Databases A-Z > Popular Databases >
ProQuest
b) Do a search on your topic
c) Check in the box next to the articles you want
to save.
Science Direct.
a) Navigate from the library homepage to
Databases A-Z > Popular Databases >
Science Direct.
b) Do a search on your topic
c) Mark a few records by ticking boxes next to
them.
d) Click on the
icon (on the far
right) and select RIS (works with Endnote,
Citavi etc.) from the pull-down menu.
e) An Export/Save window will appear. Keep
RIS (works with Endnote, Citavi etc.) from
the top drop-down menu (next to "Output to")
selected and click Continue at the bottom of
the window.
f) At the prompt select ‘Open with’ and
Choose: Applications > Endnote X7 (folder)
> Endnote X7 (program), and then OPEN.
Tick the box for the “Do this automatically for
files like this from now on” option. Click OK.
Note: There may also be a prompt to select a
library.
d) Press
icon.
e) Keep Export file as RIS (for EndNote,
Reference Manager, ProCite) selected and
click Export at the bottom of the window.
f) At the prompt select ‘Open with’ and
Choose: Applications > Endnote X7 (folder)
> Endnote X7 (program), and then OPEN.
Tick the box for the “Do this automatically for
files like this from now on” option. Click OK.
Note: There may also be a prompt to select a
library.
Tip 2: A new imported record(s) will appear in the Imported References folder within your EndNote library. The
record(s) will also appear in the All References (master) folder. Each time you export a new record(s), the
previous record(s) will be replaced within the Imported References folder, but they are still held in the All
References folder.
Tip 3: To add the full-text article (PDF) to new record(s), please refer to step-by-step instructions on the EndNote:
a Beginner’s Guide under http://rmit.libguides.com/endnote/full-text
(cont. on next page)
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NOTES:
●
Some databases may not export citations directly and may only download a “.ris” file. To export
the citation, open the file with Endnote.
●
You should always check each exported record to make sure that no information is incorrect or is
missing.
●
Many databases have the export to EndNote function but they all use different terms. Some
examples of the words used by popular databases include: Send to; Export citation(s); Export;
Export/Save; Save; EndNote [button].
4. EXPORTING RECORDS FROM LIBRARY SEARCH - EXERCISE TWO
Additional information on adding references from LibrarySearch to an EndNote library can be found at:
http://rmit.libguides.com/endnote/add-references-mac
Exporting from LibrarySearch is best for saving references not usually found in databases such as
books, DVDs, videos, etc.
To export records from LibrarySearch:
1) Search on a topic in LibrarySearch – for example “internet advertising”.
2) Select references to export to the Endnote library by clicking the pin
each record.
to the right of the title in
Note: To export a single LibrarySearch record, select the Export Record (RIS) option
right of the title in the record. Then go to step 5.
to the
3) Select ‘Favourite‘ at the top right of the screen
4) Select the records and, from the options next to the My Favourites heading, select ”Push to”
action
5) Select Export Record
6) From the drop down Encoding menu, select the UTF-8 option.
button.
Press the Download
To export records, select ‘Open with’ and Choose: Applications > Endnote X7 (folder) > Endnote X7
(program), and then OPEN. Tick the box for the “Do this automatically for files like this from now on”
option. Click OK. Note: There may also be a prompt to select a library.
(cont. on next page)
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NOTE: You should always check each exported record to make sure that no information is incorrect or is
missing.
Reminder: A new imported record(s) will appear in the Imported References folder within your EndNote library.
The record(s) will also appear in the All References (master) folder. Each time you export a new record(s), the
previous record(s) will be replaced within the Imported References folder, but they are still held in the All
References folder.
5. EXPORTING RECORDS FROM GOOGLE SCHOLAR - EXERCISE THREE
Additional information on adding references from Google Scholar to an EndNote library can be found at:
http://rmit.libguides.com/endnote/add-references-mac
Google Scholar is best for searching academic material on the internet. References from Google Scholar
searches can be exported into an EndNote library.
To export records from Google Scholar:
1)
Navigate from the library homepage to Google Scholar. At the prompt, Login with your
Student or Staff number and Password.
2)
Click on the Sign in button
(top right of screen) and log in with your RMIT
email address and Password. You're now signed in to your Google Scholar account -- you
can Sign Out (top right of screen).
3)
When you log into Google Scholar for the first time, you need to enable your Scholar library.
Click on My library link
4)
at the top of the screen.
From the Getting Started page, click the enable button
library
to enable your Scholar
Note: Steps 3 and 4 (enabling your Scholar library) only needs to be completed once. The first
time you sign in to Google Scholar using your RMIT email address.
5) Search on a topic in Google Scholar.
6)
For a reference that you would like to export to your Endnote library, click the Save option
below a required reference. Click on the Save option for each reference you want to export
into your EndNote library.
Tip 4: When a reference has been saved, the Save option is replaced with a Saved option. You can click on Saved
option to view the reference's citation details. The reference is also placed in the My library option (on the left hand
side of the screen.
(cont. on next page)
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7)
From the My library option (on the left hand side of the screen) tick the references you want
to export into your EndNote Library.
8)
Select EndNote from the drop down Export button
9)
To export records, select ‘Open with’ and Choose: Applications > Endnote X7 (folder) >
Endnote X7 (program), and then OPEN. Tick the box for the “Do this automatically for files
like this from now on” option. Click OK. Note: There may also be a prompt to select a library.
at the top of the screen.
Reminder: Explain that record(s) will appear in the Imported References folder within your EndNote library. It
also appears in the All References (master) folder. Each time you export a record(s), previous record(s) will
be replaced with new one(s) within the Imported References folder, but will still remain in the All References
folder.
EXERCISE THREE: Allow 5 minutes to export some references from Google Scholar, edit the
references in EndNote and (if they like) enter manual references from the handout.
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6. MANUAL INPUT OF RECORDS - EXERCISE FOUR
Additional information on manually adding references to an EndNote library can be found at:
http://rmit.libguides.com/endnote/add-references-mac
References can also be manually entered into an EndNote library. Manual entry may be needed if the
online resource you are using does not have an option to export into EndNote. An example of a
reference requiring manual entry would be a report from a government department’s website.
To manually enter references:
1) Open a new reference by selecting References > New Reference
The default setting for new references is Journal Article. Change the reference type using the
Reference Type drop-down menu (top left corner). Demonstrate the different templates for
references – e.g., journal article, book, web page.
2) Optional: You can manually enter one of the references from the next page of this handout.
3) After entering the details, click on the small red dot at top left to close
(If a pop-up asks if to save changes to the record, tick the box saying ‘Do not show this
message again’, and click ‘Save’. The next time it will automatically save).
4)
Here are the Reference, Preview and Attached PDFs tabs on EndNote Library screen:
●
●
●
●
Change the layout by clicking on
(top right corner of screen)
Make quick corrections to fields in the Reference tab
Add ratings to identify important references (within Reference tab)
View full-text PDFs in the Attached PDFs tab
NOTES:
●
Instructions on inserting PDFs into an EndNote library can be found at
http://rmit.libguides.com/endnote/full-text.
●
For manual entry of a reference - the Minimum Fields handout specifies the fields that need to
be completed for different types of references.
(cont. on next page)
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Tips:
-
List author last name (family/surname) first and follow with a comma – e.g., Benton, Tim
Organisation names should be entered in full and follow with a comma – e.g., “RMIT University,”
Enter each author name on a separate line.
Space between author initials.
Full stop after each author initial – e.g., Smith, J. O.
Sentence case for journal article titles.
Enter some keywords for searching later.
List of references to practice manual entry (in RMIT Harvard style):
Book
Bell, S 2011, Engineers, society, and sustainability, Morgan & Claypool, San Rafael.
Journal article
Vladut-Severian, I 2013, 'Urban sustainability and integrated urban water management', Journal
of Engineering Studies and Research, vol. 19, no. 4, pp 25-33.
Web Page
Murray-Darling Basin Authority 2015, Environmental water recovery program, viewed 4 March
2015, <http://www.mdba.gov.au/what-we-do/water-planning/sdl/water-recovery-progress>.
Article from a Newspaper Website
Presiss, B 2012, ‘Academic calls for plagiarism rules overhaul’, Sydney Morning Herald, 20
August, viewed 19 January 2015, <http://www.smh.com.au/national/academic-calls-forplagiarism-rules-overhaul-20120820-24imt.html>.
Blog
Eaton, S 2013, What is the difference between a citation and a reference’, Literacy, languages
& leadership, 18 October, viewed 19 January 2015,
<https://drsaraheaton.wordpress.com/2013/10/18/whats-the-difference-between-acitation-and-a-reference/>
Government Report
Department of Education and Training 2014, Boosting the commercial returns from research,
Australian Government, viewed 20 January 2015,
<https://submissions.education.gov.au/Forms/higher-educationresearch/Documents/Boosting%20Commercial%20Returns%20from%20Research%20%
20-%2024102014.pdf>.
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7. GROUPS
Additional information on creating groups within an EndNote library can be found at:
http://rmit.libguides.com/endnote/creating-groups
Groups make it easy to break a large library into subsets for later viewing. A group simply points to a
subset of references that already exist in the library.
1)
Create a Custom Group:
a) Right-click on My Groups, or from the menu Groups > Create Group and name it after a
topic. Demonstrate dragging and dropping some references into a Group. Custom groups
work on the “drag and drop” method.
2)
Create a new Smart Group:
●
Right-click on My Groups, or from the menu Groups > Create Smart Group and name it
after a topic. In Any Field, set up a search for a word that commonly appears in your
references (have a look at the title or abstract) – this creates a group that will
automatically add references if they have your chosen word in the citation.
8. SELECTING STYLES IN ENDNOTE
Additional information on changing reference styles within an EndNote library can be found at:
http://rmit.libguides.com/endnote/editing-citations-or-output-style
●
Referencing styles can be changed in EndNote AND in your Word document (and that style
selected should be the same in both).
●
Select (change) different styles. From the drop-down menu, click
Select Another Style and select the style you want to use – e.g. APA
6th – and select Choose to add it to your list of favourite styles.
●
Other styles not in the EndNote list can be downloaded via EndNote: Edit > Output styles >
Open Style Manager > Get More on the Web.
●
RMIT staff and students using RMIT Harvard referencing style and using EndNote on a personal
computer, will need to download the RMIT Harvard Style (Harvard_RMIT_EndNote) available
from the library’s EndNote website within the Downloads tab http://www1.rmit.edu.au/library/endnote.
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9. USING ENDNOTE WITH WORD - EXERCISE FIVE
Additional information on using an EndNote Library with Word can be found at:
http://rmit.libguides.com/endnote/word-mac
1)
Open your own Word document to practice or, alternatively, you can download the
Library’s sample Word document:
Instructions if using sample Word document:
a) From the library’s EndNote website (http://www.rmit.edu.au/library/endnote), click on the
Help & Training tab.
b) Right-click on sample Word document 'Information literacy' practice document (DOC, 20
KB), and save onto desktop (no need to rename).
2)
Open document. EndNote appears as a separate toolbar.
(If toolbar does not appear, select View > Toolbars > Endnote X7)
Select the same referencing style in Word as used in Endnote.
Tip 5: When you open your Word documents, you should ensure that the selected referencing style
(RMIT Harvard, APA, Vancouver, etc.) is the same as the selected referencing style in your EndNote
Library. If not, references will incorrectly display in your Word document and you will lose marks.
3)
Inserting references in Word – here are two methods (the first is more intuitive):
a) In Word, select where you would like to insert the citation in the text.
b) In EndNote, highlight the reference and select Insert Citation
.
c) The reference(s) will be inserted into the text of the Word document, and a Reference
List or Bibliography will be created the end of the document.
OR
a)
In Word, select where you would like to insert the citation in the text.
b) Select Search EndNote library from the EndNote toolbar
c) Search for a reference (e.g. use the author's surname), hit 'return'.
d) Once the correct reference appears click Insert.
e)
The reference(s) will be inserted into the text of the Word document, and a Reference
List or Bibliography will be created the end of the document.
(cont. on next page)
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4) Changing referencing Styles in Word:
a) Select the style from the Referencing Styles drop-down list. For example
b) If the required style is not in the list, search for a referencing style by clicking Select
Another Style.
5) Editing in-text citations in Word:
a) In Word, place cursor on in-text citation.
b) From the EndNote toolbar, click the Citations drop-down menu, and select Edit &
manage citation(s):
●
Enter page number for an in-text citation. Enter page numbers in the ‘Pages’ field
> press OK.
Tip 6: Page numbers will only appear if the Style allows it (e.g. APA, Harvard RMIT).

Exclude author or year from an in-text citation.
Click the Formatting drop-down menu within the Edit Citation tab > select
Exclude Author or Exclude Year > press OK.
(cont. on next page)
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6) Remove an in-text citation in Word:
a) In Word, place the cursor on the citation you want to delete.
b) From the EndNote toolbar, click the Citations drop-down menu, and select Edit &
manage citation(s).
c) Click the drop-down arrow to the right of the citation you want to remove
and
select Remove Citation. Click OK.
Tip 7: Do NOT remove or delete a reference in Word using the DELETE key.
Tip 8: Removing an in-text citation from Word does NOT remove the reference from your EndNote Library
– it only removes that single instance from your Word document.
NOTE: If any reference in the EndNote Library is edited, changes made will NOT be reflected in the
Word document until you update the Bibliography. To do so, use the Bibliography drop-down
arrow in the EndNote toolbar.
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10. FINAL TIPS
●
EndNote basic – http://endnote.com/product-details/basic
EndNote basic is the condensed online version of the EndNote Desktop program which we teach
in these classes. EndNote basic allows you to sync your EndNote Desktop Library with EndNote
basic so you can use your Library, ‘on the cloud’, anywhere with internet access. You can also
use EndNote basic on its own as an alternative to using EndNote Desktop.
To use EndNote basic, you will first need to create an EndNote basic account:
https://www.myendnoteweb.com/
For more information: http://rmit.libguides.com/endnote/basic
●
Self-paced library guide - EndNote: a Beginner’s Guide - http://rmit.libguides.com/endnote
Library homepage > Subject guides > Reference > Go > Endnote: a Beginner's Guide
You can use this guide as a self-paced instructional tool - anytime, anywhere – to: 1) go through
what was taught in the class to reinforce your understanding, 2) follow up on what you didn't fully
understand in the class, 3) or explore other EndNote features not covered in the class (e.g.
adding full text, Journal Term Lists, EndNote basic, etc.)
●
Face-to-face - EndNote Drop-In Sessions - http://www1.rmit.edu.au/library/classes
Dates & times: Library homepage > Classes and tutorials > Browse and book library classes >
EndNote "Drop-in" – beyond the basics > [scroll to the “Drop-sessions]
Drop-in sessions are designed for staff and students who have specific and advanced questions
with EndNote and which cannot be covered in the EndNote Beginner classes
●
Official EndNote website from the Library - EndNote: Managing your References
http://www1.rmit.edu.au/library/endnote
Library homepage > Quick Links > Referencing and EndNote > EndNote
This is the official EndNote website from RMIT Library. You can access online tutorials, webinars,
discussion forums and the EndNote Beginner's Guide, as well as download the electronic version
of documentation that was handed out to you in the class, from the Help & Training section. You
can also download the EndNote program, Styles and other files to your own computer from the
Downloads section.
●
It's essential you keep a backup of the EndNote library in different locations for extra
safekeeping and guarding against lost USBs, corrupt or damaged EndNote files, network issues,
computer problems, etc. - RMIT student or staff drive, USB and on home computer/laptop.
Instructions on how to back up an EndNote library can be found at:
http://rmit.libguides.com/endnote/backup.
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11. CONCLUSION AND FURTHER HELP
●
You will soon receive an email asking for your feedback on the session. Feedback is
anonymous. Although survey completion is optional, it's important for the library to receive this
feedback in order to keep sessions relevant and make improvements to benefit all participants.
●
RMIT Library cannot fix complex technical problems with specific Endnote libraries and
documents. If students or staff require advanced technical troubleshooting, please refer them to
Endnote.com.
●
If you have technical issues with downloading or installing EndNote, please contact the RMIT IT
Service - http://www1.rmit.edu.au/its/ithelp.
●
You can ask for assistance related to the EndNote session in person at any Library service point or
via Ask a Librarian - http://www1.rmit.edu.au/library/askalibrarian.
●
The Help section on the EndNote: a Beginner’s Guide lists various resources you can consult
for further assistance - http://rmit.libguides.com/endnote/help.
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