EndNote is a software program that allows users to organize and cite references in papers. It has features like creating citations and bibliographies in documents, organizing references into groups, attaching PDFs, and synchronizing libraries between EndNote desktop and online. The guide reviews how to perform tasks in EndNote like choosing output styles, adding references manually or from databases, editing citations, and using the cite while you write function in Microsoft Word. It also covers creating an EndNote online account and sharing libraries.

1. GUIDE TO
ENDNOTE
Prepared by
USER EDUCATION UNIT
TUN SERI LANANG LIBRARY
UKM BANGI

2. What is a Citation and
References/Bibliography?
❑ A citation is a reference that
appears in the text of your
document. Example:
(Williams 2011)
❑ A bibliography is a
list of references
(usually at the
end of the paper)
that
provide complete publication or
access information on all cited works.
Example:
Williams, J. A. 2011. Interlibrary loan in the
United States : an
analysis of
academiclibraries in a
digital age.
Journal of Interlibrary Loan, Document
Delivery & Electronic Reserve 21 (4) :
165-183
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3. 1. STARTING AND OPENING ENDNOTE LIBRARY
1. Open Endnote app and select Create New Library
2. In the File Name box, key in the name of the new library eg. Latihan
and click Save
Note: Two files will be created : the library file (.enl) and data folder (.data)
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4. 1. Click Tools and then choose Output Styles
2. Click on the style you wish or Open Style Manager for other installed styles
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2. CHOOSING OUTPUT STYLES
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5. 3. GAYA UKM PLUG IN
Get your Gaya UKM Template from UKM Library and copy (Ctrl+C) that template.
Please MAKE SURE to close your Word Document first.
1. Click My Computer/This PC 🡪 click Local Disc C 🡪Choose Program Files (x86)
2. Open EndNote folder🡪 Style folder
3. Paste (Ctrl+V) Gaya UKM.
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6. 3. CREATING NEW REFERENCES
MANUALLY
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Under the References menu, select New Reference
OR click the New Reference (Ctrl + N) icon
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7. Continues…
1. Select Reference Type (Journal Article, Book etc.)
2. Enter the reference information into the appropriate fields.
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8. Continues…
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To save your reference click Save

9. Continues…
Click Summary to see the outcome of your new reference
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10. 4. EDITING REFERENCES
Click the reference you want to edit then click Edit
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11. 5. DELETING REFERENCES
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1. Right click on the reference you want to delete → Move References to Trash
2. From the References menu → Move References to Trash

12. 1. To delete completely from library, highlight reference (s) in Trash, go to References menu, choose
Delete Trash References OR
2. Right click reference (s) → Delete Trash References OR
3. Highlight reference (s) → click the trash bin icon
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6. DELETING REFERENCES IN TRASH

13. 7. DRAG & DROP PDF FILES
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Drag and drop any PDF
file from your desktop
here
(Works only if PDFs contains
DOI)

14. 8. EXPORTING
REFERENCES FROM
ONLINE
DATABASES
Many online databases have a direct export
option that allows you to send selected
references directly to your EndNote Library:
1. Log in to e-resources/e-sumber
(eresourcesptsl.ukm.remotexs.co)
2. Choose a database according to your field
of study
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15. 8A. EXPORTING
REFERENCES
FROM : SCIENCE
DIRECT
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1. Conduct your search. Choose an article.
2. Click Export Citation. Choose Export citation to RIS.
3. ScienceDirect_citation….ris will be displayed.
4. Click Open. The citations will be imported into your EndNote Library.
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16. 8B. EXPORTING
REFERENCES
FROM : SCOPUS
1. Conduct your search.
Choose an article.
2. Click Export.
3. Choose RIS Format
4. Scopus.ris file will be
displayed
5. Click Open. The citations will
be imported into your
EndNote Library.
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17. 8E. EXPORTING REFERENCES FROM : GOOGLE SCHOLAR
1. Click Setting
2. In Bibliography manager menu, choose
Endnote from ‘show links to import citation into’
3. Click Save
4. Conduct your search then click ‘Import into
Endnote’
5. scholar.enw file will be displayed
6. Click Open. The citations will be imported into your
EndNote Library.
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18. 1. Choose Reference
2. Click Summary
3. Click Attach file
4. Select a file to link to the reference
5. Click Open.
9. ATTACH PDF TO ENDNOTE LIBRARY
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19. 10. REMOVING DUPLICATES
1.From Library menu click
Find Duplicates
2.Choose a reference you
want to keep then click
Keep This Record
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20. EndNote allows you to create a
variety of Group Set and Group to
organize your references. A custom
group is built by specifically adding
individual references to the groups.
11. WORKING WITH
GROUPS
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12A. TO CREATE GROUP SET
1. Click on Groups menu
2. Choose Create Group Set
3. New Group Set will be displayed on the left hand side of the screen. Rename it and Press Enter
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22. 1. Click on Groups menu
2. Choose Create Group
3. New Group will be displayed on the left under the Group Set. Rename it and press Enter
12B. TO CREATE A GROUP
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23. 1. Select the reference (s)
2. Select Add References To using
the Groups option
3. Select the desired Group
4. OR select the reference (s)
5. Drag and drop the selected
references to the desired group
12C. TO ADD REFERENCES TO GROUP
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24. 12D. TO DELETE GROUP
1. Click on the Group
to be deleted
2. Go to Groups menu and
select Delete Group
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25. 1. Right click on the Group section and select Create Smart Group
2. Name the Smart Group you create
3. Determine the category and insert keyword of the search, then click Create
Any reference with the same keyword will be listed automatically in the Smart Group
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12E. SMART GROUP
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26. What is Cite While You Write?
Cite While You Write (CWYW) is a key feature in EndNote.
It allows you to access EndNote from within Microsoft
Word to insert citations into your Words Documents. You
can insert citations anytime during your writing process.
CWYW automatically builds a bibliography from the
citations you insert.
13. CITE WHILE YOU WRITE
(CWYW)
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27. 14A. INSERTING CITATION (example
1)
Open the EndNote Library and your Words Document
1. In your Words Document, click Endnote, choose
your Style, position your cursor where you want to
insert the citation
2. Click Insert Citation
3. Select the citation you wish to use then click Insert
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28. 14B. INSERTING CITATION (example
2)
Open the EndNote Library and your Words Document
1. In your Words Document, choose your Style, position your cursor where you
want to insert the citation
2. In your EndNote Library, select the citation you wish to use
3. From the Word menu, choose EndNote tab, Click Insert Selected Citation (s)
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14C. INSERTING CITATION (example
3)
Open the EndNote Library and your Words Document
1. In your Words Document, choose your Style, position your cursor where you want to
insert the citation
2. In your EndNote Library, select the citation you wish to use → Click Tools from the
menu bar → choose Cite While You Write → Insert Selected Citation (s)
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30. 15. EDITING CITATION
1. Highlight the citation
2. Right click and click Edit Citation (s)
3. Select any action you would like to do (Exclude Author,
Exclude Year etc.)
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31. 1. Highlight the citation
2. Right click and click Edit Citation (s)
3. Choose More…
4. Click Edit Reference and click Remove Citation
5. Click OK
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16. REMOVING CITATION
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32. EXTRA NOTES

33. User (s) can edit Output Style if necessary:
1. Click Tools 🡪 Output Styles 🡪 Edit “APA 6th”
2. Select Bibliography 🡪 Templates 🡪Edit the styles at the appropriate section
3. Click File select Save As.
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17. EDITING A BIBLIOGRAPHIC OUTPUT STYLE
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34. 18. FOOTNOTE
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1. Click References menu, put your cursor where you wish to do
footnote
2. Click Insert Footnote
3. Type in your footnote or follow steps Cite While You Write
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35. 20. ENDNOTE ONLINE :
CREATE ACCOUNT
1. Go to https://endnote.com/
2. Click EndNote online log in
EndNote Online
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EndNote Desktop

36. 20 A. SYNCHRONIZE YOUR ENDNOTE DESKTOP AND ONLINE LIBRARIES
1. Choose Edit menu and click Preferences
2. Choose Sync and insert Email Address and
Password, tick Sync Automatically, click OK.
It will enable your Endnote Library to be synchronized with your online library
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37. 20 B. SHARE YOUR GROUPS WITH
100 OTHER USERS
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1. Click Share in File menu OR share group icon
2. Enter email address to invite other EndNote
users to access your EndNote sync library
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38. Do you have any questions?
maznis@ukm.edu.my
syamrooz@ukm.edu.my
rosmarlidaini@ukm.edu.my
03-8921 3446
http://www.ukm.my/ptsl/
THANKS
019-2045652
Edited:18/7/2022