Category Archives: Endnote

How to… save time with EndNote Online videos


We’ve created some (hopefully!) helpful video reminders of how to use EndNote Online (NB. these videos have no sound):


tickHow to manually add a reference to your EndNote Online library


tickHow to select the Cardiff Harvard referencing style as your chosen style


tickHow to create, and add references to, a group


tickHow to successfully use organisational/institutional authors in your reference


tickHow to add and remove page numbers to a citation


tickHow to excluding an author from a citation


tickHow to delete a citation and reference from Word


tickHow to import references from a database into EndNote Online when using a Mac


These are our EndNote Online top tips, but if you think we’ve missed anything in these videos let us know in the comments or contact

For further help with EndNote Online, visit the intranet pages or contact us directly in the Health Library

EndNote Top Tips – How to export all references to a word file – good for reading abstracts

You can export everything in a folder or EndNote Library into a word file which is helpful if you are wanting to read on paper and sift through abstracts.

  • Go to EndNote
  • Select the references you want to export.
  • Choose the output style you want the references to be formatted in. (Select a Harvard based one if you need to see the abstract)
  • Go to file and select export.
  • Save the file as a text and then if you want you can copy and paste into Word for more formatting options.
export to text

EndNote Top Tips – How to import pdf’s from a folder saved on your computer

Do you have a folder of pdf’s you would like to import into EndNote?

EndNote can be set up to import multiple pdf’s from a single folder on your desktop computer.

  • Make sure that all the pdf files you want to import are in one folder (this can include subfolders).
  • From the File menu, select Import then Folder….
  • At the ‘Import Folder’ field click on Browse and select the required folder (If the selected folder includes subfolders containing files you want to import, click the Include files in all subfolders radio button).
  • Click on Import.

EndNote will import the pdf’s and attempt to locate the record information to attach to. The system will alert you to any pdf’s it has been unable to locate a record for. Unfortunately you can’t clip these onto existing records.

Do you have any top tips you’d like to share with us on how to use EndNote- or any questions you would like to ask on how to use EndNote to best effect? Comment below.

EndNote Top Tips – How to refine finding duplicates in your EndNote library.

The find duplicates function in EndNote is a massive time saver. A quick de-dup can free up space in your library and save you the error of using different records for the same reference resulting in confusion and even a corrupt document.

The find duplicate function usually looks for records which exactly match – so if there is a slight difference, say with an abbreviation of a journal name or first name of authors the duplicate function will fail.

Using the EndNote client you can refine these options.

Open the EndNote client and your EndNote library.

Click on Edit, Choose preferences and Select Duplicates on the left hand menu as screen shot below;

Select the options you wish the function to be sensitive to. The more options you have ticked- the more sensitive your de-dup will be. Be wary though if you only use the title as a match you may find numerous articles with titles the same by different authors being deleted from your account.

Test it out- see how you get on- and let us know what you think!

duplicate refine



EndNote top tips. How to use Institutional / Corporate Authors

In the EndNote survey some of you commented that you found it difficult to deal with EndNotes handling of corporate or institutional authors.

EndNote has a glitch which means that the first word in the author name is read as the surname. To enable EndNote to read the corporate author as one word the solution is really simple. Just add a comma after the last word of the corporate/institution name.

For example, Type in:

National Insitute of Clinical Excellence,

This is how it looks in EndNote Web:

Inst Author

EndNote Add – Ins

Some of you may have been affected by the issue EndNote was having with;

  • The EndNote cite while you write for word 2016 on Mac.

This is now working, just download and install the relevant plugin again from

Mac users of X7 need to update it to X7.5 from within Endnote to enable the cite while you write to work with word 2016.

EndNote Online Use

Lots of you will be getting to grips on EndNote in the coming weeks- we’ve just received notice that EndNote online is expected to be out of action on Saturday.

Please be advised that EndNote online will be undergoing scheduled maintenance on Saturday, October 5, 2013 at 1300 GMT. EndNote online and the sync function from your EndNote desktop and iPad are expected to be unavailable for approximately 4 hours.