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EndNote Guide: Top Tips

Top 10 tips for using EndNote

  1. EndNote does not replace the reference style manual. The style in EndNote should be setup to follow the required conventions, but you will still need the manual to ensure there isn't information missing.
  2. Check your results every time you import citations. This is especially important when working with sources such as Google Scholar that may have inconsistent data.
  3. Use one EndNote library only...yes that's right. It will make your life easier in the long run if you stick to one Library.
  4. Always use the 'Edit and Manage Citation' function in Word to edit or delete references. You risk corrupting your document if you manually delete references in your Word document.
  5. Footnote styles-your word processor controls the numbering and placement of the footnote and EndNote controls the formatting. You will need to insert the footnote first using Word functions, then insert the EndNote citation into that footnote.
  6. EndNote provides a number of ways to import references:
    1. Direct export
    2. Online Search
    3. Importing PDF files or folders
    4. A Capture button can be added to a browser (Firefox or Chrome). This allows you to import webpage information directly into EndNote.
  7. The sync and share features in EndNote allow you to save a backup copy of your Library to EndNote Online and then share it with other researchers.
  8. Get to know the EndNote experts at CDU Library and stay up to date with new features as they are released. Check the workshop calendar for new training options
  9. Keeping a backup copy of your Library is important. Save a copy to an external drive and keep it somewhere safe. The version you sync to EndNote Online is a great option but rebuilding the Library from this copy will not completely duplicate the original.
  10. There is always support available if you need assistance
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