CITATION MANAGEMENT &

REFERENCING USING
ENDNOTE-X7
By:
Abdullah Bin Omar
Researcher
University Utara Malaysia
 CONTENTS
What is EndNote?
Getting Started with EndNote-X7
What is EndNote Library?
How to create a new library?
How to open an existing library?
Different parts of EndNote Window.
Title Bar, Menu Bar, Library Window
Toolbar
Groups Panel
Search Panel
Reference List Panel
Read/Unread indicator, Paper Clip Icon
Authors Name, Year, Title etc
Tabs Panel (Reference tab, Preview tab,
Attached PDFs tab)
Adding References in EndNote Library
by using Display Modes
Adding references in Local Library
Mode
By entering reference manually
By downloading citation file (from
Journal database & Google Scholar)
Adding references in Online Search
Mode
Adding references in Integrated
Library & Online Search mode
Sorting References in Ascending or
Descending Order
Selecting, Opening, Editing and
Deleting a Reference
Cite While You Write (CWYW)
Insert citation by using EndNote-X7
tab on MS Word Ribbon tab
Insert citation by using Insert Citation
Button on Library Window Toolbar
Changing Bibliographic Output Style
(e.g. APA-6th, Harvard)
Format Bibliography
Finding Full Text for a References
Find and Remove Duplicate
References
Working with Groups
Group Set, Custom Group, Combination
Group, Smart Group
Copy/Move references between groups
and libraries.
Changing the layout of EndNote
window
How to Export EndNote Library
References into another Reference
Manger
1. What is EndNote?
EndNote is a software tool that can help you
carry out the following tasks:
Import references from online databases
Manually add and organize your references
in your own library databases
Insert citations into a Word document as
you write
Create bibliographies in a variety of
bibliographic styles
 Manual Citation/References

Research Article
Page #1
Conference Paper

Book

Newspaper Article

1. Lots of Typing

2. Mistakes

3. Time Consuming

4. Problem while
deleting Citation

5. Arrange Refs in Page # 8

Alphabetical Order
 Citation through EndNote

Research Article Conference Paper

Book Newspaper Article

2.Getting Started with EndNote
2.1 What is EndNote Library?
Endnote library contains all references
related to any particular topic / subject.
For example: If you are going to write a
research paper Reasons of Employ
Turnover in TOYOTA, you may create
EndNote library with name Turnover or
Emp-Turnover etc.
 Create a new library

Open same library.

3. Different Parts of EndNote Window
Title Bar Menu Bar Library Window Toolbar Search
Panel

Groups Reference List Panel Tabs

Panel Read/Unread Indicator Panel
Paper Clip Icon
Author, Year, Title, Journal etc
4. Adding References in EndNote Library by using Display Modes

Library Mode
This is a Default Mode. This mode displays automatic groups, custom groups, and
smart groups, but not Online Groups.
References can be added Manually, or by downloading Citation Files from web.

Online Search Mode (Temporary Library)

When you download references from an online database, the references are
stored in a temporary library until you save them to a permanent library.
You can then review the references without affecting your local library.

Integrated Library & Online Search Mode

In this mode, all local library commands and groups are available.
When you download references from an online database, EndNote saves them to a
group under the Online Search group set and to your open library.
5. Sorting References in Ascending or Descending Order

You can sort references by clicking on a

column heading such as Author, Year, or Title.

Click the Click the Year

Click the Read
Author column
/ Unread Click the Title
column heading to see
column column
heading to the references
heading to sort heading to sort
change the sorted in
either your order of the
current Author descending /
Read or library to an
sort from descending
Unread alphabetical
ascending / order based on
references to list.
descending the year of
the top.
order. publication.
6. Selecting, Opening, Editing and Deleting a Reference

How to Open a Reference?

How to Edit a Reference?

How to Delete a Reference?

7. Cite While You Write (CWYW)
Cite While You Write (CWYR) feature inserts
EndNote commands into an EndNote tab in Word
2007 and 2010 to give you direct access to your
references while writing in Microsoft Word. The Cite
While You Write commands enable EndNote to do
bibliographic formatting to the document that is
currently open in Word.
How to Insert Citation while Writing?

Insert citation by using EndNote-X7 tab on MS

Word Ribbon tab
Insert citation by using Insert Citation Button on
Library Window Toolbar
Changing Bibliographic Output Style (e.g. APA-6th,
Harvard)
Format Bibliography
8. Finding Full Text for a References
EndNote locates full text files on the Web by
using data stored in your references. Once
found, EndNote downloads and attaches the
files to the references.
Note: You can find the full text for a single
reference or up to 250 references.
9. Find and Remove Duplicate References
In order to help locate
duplicate references,
EndNote offers a Find
Duplicates command.
This command
searches the
references that are
currently showing in
the Library window to
identify duplicates.
10. Working with Groups
Group Set: Combination of different groups.
Custom Group: Manually created by the user to help
organize the library
Combination Group: Combine groups and use AND, OR,
and NOT to create new, useful smart groups.
Smart Group: Use search criteria to dynamically update
groups as existing references are edited or new references
are added to the library.
10.2 Copy/Move References between Groups
10.2 Copy/Move References between Libraries
11. Changing the layout of EndNote window

The options on the Library

window depend on the
layout that you select from
the Layout menu located
in the lower right-hand
corner.
12. How to Export EndNote Library References
into another Reference Manger
THANK YOU