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Library Subject Guides

EndNote Guide: Typing in references

EndNote Files

Download Links

EndNote X9 for MAC OS X

EndNote X9 for Windows

EndNote 20 for Windows

You will be asked for your UC login.

To install EndNote 20 double click on the EndNote20.exe file downloaded from the above link; this will create two new files, EN20Inst.msi and License.dat. Double click on EN20Inst.msi to start the install. The license.dat file must be present in the same folder.

Your library format will change - see our Installation Notes.

Additional Files

The Library provides some modified and additional Filters, Connection, and Styles files.

 Note that any zipped files need to be 'unzipped' i.e. right-click and choose the extract command. Copy these files to your EndNote file folder location.

If you just need the APA 7th style, note that this is not 'zipped'. Just save it into your styles folder.

C:/Progam Files (x86)/EndNote 20/Styles


Typing in References

You can add new references by typing them in, but it is much faster to download them from databases.

To type a new reference into your library, follow these steps

  • Click References > New Reference
  • You now have a blank journal article reference type form to start inserting information about your reference

You may wish to change the Reference type

Check the down arrow next to the Reference Type field to see the different reference types.


Special bibliographic formatting and punctuation are not neccessary when you enter reference data into EndNote. eg, you do not need to italicise journal titles or include brackets for issue numbers. EndNote does this all for you

Suggestions for using reference types:

  • Use Edited Book for books edited by one or more authors
  • Use Book Section for references to parts of books (eg. a chapter, or one article in a published conference proceedings)
  • The Conference Proceedings reference type is best used for unpublished proceedings
  • If you are citing a journal article that appears both online and in print, most style guides recommend that you use the print information and cite it as a regular journal article.
  • Email discussions should be cited as Personal Communications, just like any other correspondence.
  • Fields such as Keywords, Abstract, Notes will only appear in the final bibliography if you choose the show all option.
  • Notes, Research Notes and Abstract fields can each store up to 16 pages of text. Use the Notes field for personal comments written by yourself


Entering author names

  • Authors must be entered one name per line
  • Author names can be entered either with the family name followed by a comma and the first name (e.g. Smith, Jack F.) or the first name followed by the family name (e.g. Jack F. Smith)
  • If there are multiple entries with the same author, it is best to keep to the same author format in all the entries
    • Many databases will format authors with family name first (e.g. Smith, Jack F.), so for consistency it is recommended to enter all author names in that format
  • If you are entering initials instead of full names, type a full stop or a space between initials (e.g. Smith, J. F.). If you enter a name like AM Smith, it will interpret AM as the first name
  • Enter all authors for a particular reference. EndNote will automatically add "et al." or include all the authors, according to the particular style you have chosen.

Organisations as authors

  • Authors that are organisations need to be entered with a comma after the name, otherwise EndNote will interpret part of the name as a family name.