EndNote X9 essentials

3.1 Direct export

Most databases provide options to export citation information to automatically create references in EndNote. When searching in the databases, keep an eye out for terms such as Export, Direct export, Export to reference manager, Send to Citation Manager, Export to RIS or similar, as this indicates the functionality is available. Each database differs so check the Help menu in the database for instructions on how to export your references.

3.2 Manual entry

You will need to manually create references for sources where reference information cannot be exported from a database, e.g. print materials, reports, webpages etc.

1. Click on the New Reference icon in the toolbar or select the References menu and New Reference
2. Select the appropriate Reference Type from the drop down menu (the default is Journal article - see below PDFs for which reference types to use)
3. Enter the item details into the relevant fields. You only need to fill in the fields required for your selected referencing style
4. Once all relevant information has been entered, click the small x in the right hand corner (Windows) or the red x at the top left of the reference box (Mac) and a message will appear asking you to save
5. Click Yes
6. The reference will then be added to your library.

Populating the author field:

• Use the format Last Name, First Name e.g. Smith, John J.
• Enter each author on a new line
• For corporate authors enter a comma at the end of the organisation name e.g. Department of Health,
• Use the correct capitalisation when entering author names.

The following documents outline which reference types to select and which fields to populate when using the Curtin EndNote styles:

• APA 7th reference types for EndNote X9 [PDF, 442kB]

• Chicago 17th B reference types for EndNote X9 [PDF, 425kB]

• Vancouver reference types for EndNote X9 [PDF, 206kB]

3.3 Preview and edit references

It is important to preview your references to ensure they are correctly formatted in your chosen style. EndNote is not able to recognise if there is incorrect or missing data so you should compare your references against the relevant referencing guide or style manual to ensure your references are correct.

1. Select the reference in your library then click on the Preview pane to view it in your selected style
2. To make changes, double click the reference in your library to open the reference form
3. Click into the relevant field and make the necessary changes
4. Save the changes by clicking on the small x in the top right of the form (Windows) or the red x in the top left (Mac).