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Contents of this Section:
Introduction — Opening EndNote — Setting up a New Reference Library — Using the Toolbars
EndNote is one of a number of Personal Reference Database programs that are available today. The main functions of such programs are:
- Maintenance of a database of references.
- Downloading references from other databases.
- Using the personal database to link to references in word-processed documents.
- Generating a bibliography in the correct style for publication.
The University of Queensland Library has negotiated a site licence for EndNote, which permits all members of the University to use the software both at work and at home. For information on how to obtain and install the software, see our EndNote website.
This tutorial aims to show you the basic skills required to get started using the latest version of EndNote. It does not cover everything you will ever need to know. The help screens in EndNote are very useful and they can be accessed by clicking on the Help option on the menu bar at the top of the screen or the Help button  on the library toolbar.
There is also a very detailed manual available. It is a .pdf file which will be installed on your computer along with the other EndNote software. You will need software such as Adobe Reader to read it. The manual is clearly written and well indexed. The default location of the manual on your computer is:
C:\Program Files\EndNote X2\EndNote.pdf
Assistance can also be obtained from the Library's Referencing Help Desk.
For more complex problems, you can contact the support staff at EndNote via the web.
In this tutorial we use the Windows operating system. EndNote X2 is compatible with Windows XP (with Service Pack 2) and Vista.
EndNote is also available for the Macintosh, and the two versions are very similar.
Compatibility with Earlier Versions
Beware: EndNote X2 is compatible with EndNote 8, 9, X and X1, but it is not compatible with EndNote 7 and earlier versions. If you use EndNote on more than one computer, make sure that you have the same version of EndNote on all computers. If you collaborate with colleagues, make sure that they are all using EndNote 8 or a later version.
Locate the EndNote Program icon on your Start menu or desktop.
Click on the EndNote Program icon. If this is the first time that you have used EndNote, you should see this dialogue box:
What is an "EndNote Library"?
"Library" is the term used by EndNote to describe a file where you have stored a database of references. A library can contain up to 100,000 references.
Multiple libraries can be maintained, but generally there is no need to do this. All references can be kept in the one library, and labelled or grouped to reflect any particular subject interest. We strongly recommend that you maintain one library only.
You can set up a default library, which will open automatically when you open EndNote. To do this, select: Edit|Preferences|Libraries
Once you have set up a default library, you will no longer see the introductory dialogue box.
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Click the Create a new library graphic.
You will see the following dialogue box, with My EndNote Library.enl as the name of the new library.
In the Save in box, select the folder where you wish to save the library.
In the File name box, type a name for your library.
Click on Save. You should see a new library window:
The Tab Pane at the bottom of the library window will show you what your formatted references look like. It is also used for searching your library or a remote database. To close the Tab Pane, click on Hide Tab Pane.
The Groups Pane at the left of the library window allows you to organise your references into groups, if you think this would be useful. If not, close the Groups Pane by clicking on the Groups option on the top menu bar and selecting Hide Groups.
More about EndNote libraries …
The file extension .enl stands for EndNote Library.
A library is just a file on your computer, like any other file. It can be copied, renamed, deleted, moved to another folder or compressed.
It is very important to make back-up copies of your library regularly and store them on another drive. An easy way to back-up your library is to go to the File option on the menu bar, and select Compressed Library|Create.
When EndNote creates the library, it will also create a .DATA folder which contains various files connected with the library. When you compress the library, EndNote will include the .DATA folder.
A compressed library can be uncompressed by using the File>Open command.
The library window can be resized or maximised, like any other window.
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Note the toolbar at the top of the library window. If you position your mouse over any of the buttons on the toolbar, a text box will appear showing the name of the button.
When we start inputting references, you will see that the window for each reference also has a toolbar.
Do I have to use the toolbars?
All the commands on the toolbars can be accessed from the menu bar at the top of the screen, if you prefer to work that way. The toolbars give you faster access to the most common commands.
In this tutorial, we will use the toolbars.
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