EndNote – Introduction

10:15–12:00
08.09.23
Download and install

Installation for Win and Mac

1. Download EndNote from AppsAnywhere and run the installation file.
2. Follow the instructions and click your way through the installation wizard.

Contact Orakel Support Services or your local library if you need help with installing EndNote.

See Innsida for more info.

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Agenda
Part 1:
• What is EndNote and why use it?
• How to create an EndNote library
• Adding references (import and manually)

Break (15 min.)

Part 2:
• Select or add reference style
• Using EndNote with Word
• Collaboration

Please use the chat if you have any questions or comments

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Key terminology
• EndNote library (local on your pc/mac or through EndNote-
online):
- Your collection of references.
• Reference / Citation:
- A bibliographic citation which usually includes data such as author,
title, year etc.
• Refererence type:
- Describes what type of reference it is (journal article, book, web page
etc.)
• Reference style (Output Style):
- A set of rules which determines how the citation and the
bibliography are formatted (how it looks).

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What is EndNote?
• EndNote is a reference management tool which enables you to:
– Organize all your references and PDFs in your EndNote library.
– Import references directly from library databases like: Oria, Google
Scholar, Web of Science, Science Direct, Scopus etc.
– Create instant citations and bibliographies in your document.

• Integrated with a word processing program and is available for both

PC and Mac.

• Available for all students and staff at NTNU via AppsAnywhere

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EndNote library
Edit references

References

Organise your
references in Reference style
groups

Preview

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Organise your EndNote-library in groups
Use the Groups-tab to create
new groups (or right click on
My Groups)
Recommended: Create only
one library and use groups to
organise

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How it works
Databases

EndNote library Oria

Google
Adding references manually
Import references Scholar

CWYW Reference style (e.g. APA 7,

(Cite While You Write) Harvard, Vancouver)

Your document

(Helsedirektoratet, 2016)

Helsedirektoratet. (2016, September 29). Partnership for a

healthier diet 2016-2021.
https://www.helsedirektoratet.no/english/partnership-for-a-
healthier-diet#referere 8
Get started
Open EndNote and create an EndNote-library
by clicking File à New…

• We recommend that you save your EndNote

library locally on your computer.
• Name your library.
• Create only one EN.-library.

Avoid storage in cloud services such as

OneDrive, iCloud etc.

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Import from databases
It is possible to import references from:
• Oria
• Google Scholar
• Most academic databases. Look for: «Send to», «Export», «Save», «Cite»,
«Download citations» etc.
• EndNote supports RIS-format
• Always double check that the imported reference is in accordance with the reference
style you use (check the Preview)

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Add references manually
Choose References à New reference or Ctrl-N

Select the correct reference type

and fill in the required fiels

Auhor name inverted: Pettersen, Inger Johanne

Organization/institution as an author? Remember to use a comma
behind the name: University in Oslo,

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 What are the required fields?

• Tip: Innsida – NTNU

Academic writing – e.g. APA 7

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Web page with organization as author
Most web pages have to be added manually in EndNote. The
fields marked in red in the example below must be filled
(Reference style: APA 7).
Author is marked in
red if the name is new
in the EN.-lib.
Reference type: Web Page
Remember to use a
comma if it is an
Author: Statistics Norway, organization / institution
Year: 2023
Title: Population count
Publisher (omit if the same as Author):
Last update date (if applicable): September 8
URL: https://www.ssb.no/en/befolkning/folketall

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Book with editor
Book with an editor usually has different authors for different chapters and
sometimes need to be added as independent references. If you find the book
chapter in Oria, you can import the reference.

If the book chapter is not in Oria:

1. Import the book from Oria.

2. Change reference type to «Book section» (APA 7).
3. Copy/paste editor from «Author» to «Editor»
4. Copy/paste book title from «Title» to «Book title»
5. Enter the chapter author in «Author»
6. Enter chapter title in «Title»
7. Change the page number for the chapter (from–to)
8. Save
Book chapter - example

Book section:
Chapter author «Author»
Chapter title «Title»
Attach file to your reference / Find full text
Articles (PDFs) can be attached to EN.-references:

1. References à File Attachments à Attach File.

(Or drag and drop the PDF-filen onto the reference.). Note that the
document/file must be stored on your computer.

2. EndNote can also (try to) search for articles, select the
reference(s) à References à Find full text à Find full text.

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Break (15 min.)
• Stretch your legs /
get some more coffee/tea

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 Download Norwegian reference style
translations (optional)
• Go to Innsida > EndNote

• Choose a reference style >

Open and save in EndNote

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Add a reference style File > Save as

How to save:
• Download and open the
reference file
• Save the style by clicking:
File > Save As.
• The style is then automatically
saved in the folder from which
EndNote retrieves reference
styles.

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Reference style is not in the quick list!
If the style you want is not in
the quick list already, click here:

Scroll and select

your preferred style
> click choose

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How to change reference style

EndNote: Word:

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Insert citation in Word
1: in EndNote, select the reference:
2: in Word:
Insert citation Insert selected
citation or use

Windows: Alt 1 + Alt 2

Shortcuts Mac: Ctrl 1 + Ctrl 2
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Edit a citation
To edit in
EndNote

in Word: select the citation

Prefix and Suffix: add text

before or after the citation.
Page number: Pages or
Suffix.

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Display as Author (Year) / Exclude Author
If you mention the author explicitly
in text or want to exclude author
from the citation in an author-year
style, select «Display as: Author
(Year)» or «Exclude author»

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How to remove a citation

Remove citation

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 EndNote in Word (Mac)

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1. Go to EndNote – Direct link to EndNote (can be used to add references).
2. Edit & Manage Citation(s) – To edit references, add page number etc.
3. Style: - See or change the output style which the document is formatted in.
4. Update Citations and Bibliography – Formats the document and updates the link between EndNote and
Word (should be done on a regular basis).
5. Configure bibliography – Edit the bibliography.
6. Instant Formatting is On/Off – Automatic formatting of the references and bibliography.
7. Tools – Allows you to Convert to Unformatted Citations (often done when moving text or when merging
several documents). Also possible to Convert to Plain Text (cuts all links with EndNote – not reversible).

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 EndNote in Word (PC)

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2 4 6
5
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1. Go to EndNote – Direct link with EndNote (can be used to add references).
2. Edit & Manage Citation(s) – to edit references, add page number etc.
3. Style: - See or change the output style which the document is formatted in.
4. Update Citations and Bibliography – Formats the document and updates the link between
EndNote and Word (should be done on a regular basis)
5. Convert Citations and Bibliography – Allows you to Convert to Unformatted Citations (often
done when moving text or when merging several documents). Also possible to Convert to Plain
Text (cuts all links with EndNote – not reversible).
6. Instant Formatting is On/Off – Automatic formatting of the references and bibliography.
7. Configure bibliography – Edit the bibliography.
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How to share an EndNote library?
Alt. 1 (recommended):
1. Create an EndNote online account
2. Sync. your library with EN.-online
3. Click File > Share
4. Enter the email address of the people you want to share with
5. Open a shared library by selectin File > Open Shared Library...

Alt. 2:
Create a backup-copy of your library: File > “Compressed library” and send via email.

NB: never store your EndNote library in a cloud for sharing, not even if you want to use the
library on multiple computers (Dropbox, Google Drive, OneDrive etc.).

If you are collaborating with others, remember that all EndNote references in a document must
be from the same EN. Library.
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EndNote – help!
• Try put in to words what your problem is and Google it

• Innsida: https://i.ntnu.no/web/guest/academic-writing/endnote

• A lot of tutorials on YouTube:

– Eks: www.youtube.com/endnotetraining

• Visit EndNotes website:

https://support.clarivate.com/Endnote/s/?language=en_US

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WRITING ACADEMIC TEXTS?
We can help you from start to finish!
https://i.ntnu.no/oppgaveskriving

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Visit us every Mon-Fri 10-14
s.ntnu.no/virtueltbibliotek
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