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EndNote Guide: FAQs

EndNote is a reference organiser and writing solution. It is the ideal, time-saving software to enable students to collect references and then use this library to add citations to a Word document

Handling Corporate Authors

If you are using documents authored by an organisation or government department then you will need to format the author field in a different way. By adding a comma after the author EndNote will create your reference as it is written instead of moving the last word or Surname to the front.
ie: Charles Darwin University,

If the author has a comma within the title use a double comma to ensure the citation is added correctly.

ie: Department of Environment,, Northern Territory Government

Open URL path

Setting up EndNote to use Open URL

  • This is a one-time procedure. When setup you can ask EndNote to search for fulltext articles and attach them to citations already in your library. It works with the CDU connection files and links to our subscribed databases.

1. From the Edit menu select Preferences.
2. Choose Find full text.
3. If you use the PubMed database then check this box as well.
4. Paste the following link into the Open URL Path box:

Do not add anything into the 'Authenticate with' box.

5. Click on Apply and OK to save the changes

Missing or non-functional CWYW in MS Word

Author initials in text citations (APA 6th)

Backup your library

It is a good practice to back up your library whenever you make changes. There are two ways of backing up your library:

1. To use the Save a Copy command to create an exact copy of your library. Here are the steps: 

  • With a library open, choose Save a Copy from the File menu.

  • You don’t have to rename the new library but just choose where to save it.

  • Click Save and EndNote creates a copy of the library.

The new library does not open, it is simply saved to disk, where you can then open it with EndNote. EndNote leaves your original library open as it was before the command was chosen. Note: The Save a Copy command creates a [library name].ENL file as well as a [library name].DATA folder for the new library, and copies all necessary files and figures to it.

2. To use the Compressed Library command to save a copy of your library and .data folder together in a compressed file (.enlx) which can be easily restored later by opening it in EndNote. Here are the steps:

  • From the File menu, select Compressed Library (.enlx) and then Create.

  • Select the folder or drive where you are saving which will then give you a Compressed EndNote Library (filename.enlx).
  • You can also use this option to email a copy of you library to yourself or a colleague.

Tips for reading and note-taking

To make it easier to read and annotate a pdf:

  • Open the reference containing a linked pdf and change the layout so the pdf panel is showing on the right.
  • The toolbar above the pdf has a range of options available including a highlight tool, underlining, comment, email or increase size of document.
  • Use the 'Research notes' field in the reference to write your own notes. You can use these later to copy and paste into your document. You can also add 'Research notes' as a display field on the EndNote homepage so they are visible from the homepage.

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 everytime 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 using just one Library.


4. Always use the 'Edit and Manage Citation' function in Word. 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 your word processor, then insert the EndNote citation into that footnote.


6. EndNote provides a number of ways to import references.

Direct export

Online Search

Importing PDF files or folders

Capture button can be added to a browser (Firefox or Chrome). This allows you to import webpage information directly into EndNote.

8. The sync and share features in EndNote allow you to save a backup copy of your LIbrary to EndNote Web and then share it with other researchers.

9. Get to know the EndNote experts at CDU and stay up to date with new features as they are released.

10. Back up your EndNote Library. Save a copy to an external drive and keep it somewhere safe. The version you sync to EndNote Web is a great option but rebuilding the Library from this copy will not completely duplicate the original


Problems installing EndNote (Windows)

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