EndNote desktop: formatting your references

Photo by Giammarco Boscaro on Unsplash
  1. Introduction
  2. Changing your referencing style
  3. Using the Cite while you write plugin
  4. Editing your citations
  5. Inserting a footnote
  6. Producing your reference list
  7. Summary
  8. Further support

Introduction

Reference management tools enable you to collect, store, organise and format your references in one place. They allow you to produce bibliographies easily, in a variety of referencing styles. In this post we will explore how to format your references in EndNote desktop, including:

The University of Manchester has a site licence for EndNote desktop which is installed on all campus PC clusters. EndNote desktop can also be used in conjunction with EndNote online which is a free web based version.

Tip: If you are unfamiliar with referencing or what you need to reference, you may find it useful to complete the ‘Citing it right: introducing referencing’ online tutorial before reading this post.

Once you have collected and organised your references you can start using them. EndNote has some great features which help you format your references to ensure you save time and also cite and reference correctly.

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Changing your referencing style

There are many reasons why you might need to change referencing styles, especially if you are submitting papers to multiple periodicals or organisations which can have different style guidelines.

Watch this video to find out how to quickly to switch between referencing styles:

In this video you will learn how to switch between referencing styles in EndNote desktop.

Using the Cite while you write plugin

EndNote has a plugin for Microsoft Word called ‘Cite While You Write’. This tool allows you to automatically insert citations and reference lists directly into your work as you write. The plug-in is installed on all University cluster PCs. To use it off campus, you’ll need to install it via the EndNote website.

Watch this short video to find out how you can insert your citations from EndNote whilst working in word:

In this video you will learn how to insert your citations from EndNote into word.

Editing citations

Working with your citations is faster and easier when using EndNote. In this video we show you how to delete a citation. This won’t affect your reference library and will automatically be updated within your bibliography as shown later in this post.

Watch this short video to find out how you can edit your citations in EndNote desktop:

In this video you will learn how to edit your citations in EndNote desktop.

Inserting a footnote

If you referencing style requires you to insert a footnote in your word document you can use EndNote desktop.

Watch this video to find out how to add footnotes to your word documents from EndNote:

In this video you will learn how to insert a footnote into your word document using EndNote desktop.

Producing a reference list

One of the best features of EndNote is the option to quickly generate your reference list for all the citations in your document.

Watch this video to find out how to produce a reference list using EndNote desktop:

In this video you will learn how to produce a reference list using EndNote desktop.

Syncing your EndNote desktop and online libraries

If you use a combination of EndNote desktop and EndNote online it is important to know how to keep your libraries ‘in sync’.

Watch this short video to find out how to sync your EndNote libraries:

In this video you will learn how to sync your EndNote desktop and EndNote online libraries.

Summary

In this post we have covered how to format your references in EndNote desktop. You can find further support for referencing and using EndNote software at the end of this post.

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Further support

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