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26/9/2024

ENDNOTE: using EndNote to style references in documents that don't use EndNote

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EndNote is a reference management system that help you to organize and manage bibliographies and references to use in journal articles, theses and other documents that use references. It helps users collect, store and format references and citations in various styles. 
I purchased EndNote at the request of one of my clients but I have found that it can be a generally useful tool. It's one of the more pricey editing tools that I use, but it's currently a one-time purchase, and I've been using my current version for about 5 years now.

When do i use EndNote

For some edits, I use EndNote to add all the references and citations to the document – especially if the document uses numbered references and I have reason to think that the document isn't complete. But, even if I don't want to use EndNote for all the references, I sometimes use EndNote to help style the reference list as it gives you easy access to many different reference styles and  users are also able create their own EndNote output style if the exact style needed isn't available, or modify an existing style to suit.
​

Any reference that is in EndNote can be easily copied and pasted into a Word doc in any of EndNote's output styles, and many reference databases now come with citation tools that allow you to easily import references into EndNote. If you combine these facilities with a few Word tools and macros, you can style each reference with a couple of mouse clicks.

How to use EndNote to help you to style your references

First of all you need to create an EndNote library to  import your references into. If you click on 'Go to EndNote' in the EndNote tab on your ribbon, you will get a pop-up box that asks you whether you want to create a new library or open an existing library. EIther create your own library for that project, or select an existing library.
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Then there are a couple of different methods you can use to import different reference types into your library.

Importing journal articles into your EndNote library

Use CTRL+ left mouse click to select the title of the journal article in your Word document ...
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... and use Paul Beverley's PubMedFetch macro to look up the article in the National Library of Medicine PubMed database ...
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If you click on the reference that matches the one you're looking for, you'll see a button labelled "Cite" on the right of the screen ...
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Click on this, and then again on 'Download .nbib' ... 
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Go to the downloaded .nbib file, click on it, and the reference will be imported into EndNote. 
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Then you just need to right-click on the reference inside EndNote, and select the option to 'Copy Formatted Reference' (or use the keyboard shortcut CTRL-K ​) ...
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... to copy the reference in the output format you've selected.

​Here - I've used the 'WHO (World Health Organization) Editorial Style Guide' output style  ... 
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Changing the EndNote output style

If I change the output style to '​Chicago Manual of Style 17th Edition Footnote (A)', the reference changes to look like this ...
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Importing references for books into your EndNote library

For books, and other documents, listed in the WorldCat library, the process is similar but a little different. These references are only available in the .ris format ...
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... and you need to import these type of references into EndNote using 'Import' in the File menu ...
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Once the reference is in your EndNote library, the process for copying the reference formatted in the style that you need is the same as described for journal articles. 
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Manually entering references into Endnote

EndNote does give you the facility to manually enter new references into your EndNote library ... 
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... which is good to be aware of and useful for the occasional reference – but it's probably just easier using other tools at your disposal to format your references rather than typing them all into EndNote!


​For other EndNote tips, see:
What you need to edit documents that use EndNote
What to watch out for when you're editing in EndNote
Using abbreviations for journal names in EndNote
​
Checking your document for reference management systems
​

Author

Andrea at Yours Truleigh Editing.
www.yourstruleighediting.com

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    Author

    Andrea at Yours Truleigh Editing
    I'm an editor based on the south coast of the United Kingdom. I use Word tools to make the editing process as effiicient and accurate as possible, and I'm hoping to share some of the tips and techniques I've picked up along the way. I'm an enthusiastic and grateful member of the Chartered Institute of Editing and Proofreading. Editorial freelancers benefit hugely from being part of supportive organizations:  for direct support for our work, such as training and providing routes for our clients to find us, but also for community, which is needed now more than ever. 
    Please note: all Word tips are based on Word 365 for PC. 

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