1. ______________________
EndNote x3: Advanced
Exercises Workbook
___________________________________________
Should you require this workbook in another format such as large
print or Braille please contact us at
jrul.researchers@manchester.ac.uk

2. Contents
1. Editing output styles 3
1.1. Editing the Harvard style 3
1.2. Changing numeric citations to superscript or subscript 3
2. Downloading new and updated styles 3
3. Merging separate files into a single document 4
4. Creating section bibliographies 4
5. Creating an annotated bibliography 5
6. Saving changes to output styles 7
7. Using footnotes with EndNote 8
8. Removing EndNote field codes for submission to journals 9
9. Exporting a travelling library 10
10. Recovering a deleted library 10
Further information 10
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3. 1. Editing output styles
Output styles determine how your citations and bibliography will be displayed in a Word
document.
There are over 3600 output styles installed in EndNote (eg Harvard, Vancouver, MLA) and you
can also edit and create styles yourself using the Style Manager in EndNote.
As creating styles is time-consuming and complex, it is best to find a style that closely matches
the one you need and make changes to it accordingly.
1.1. Editing the Harvard style in EndNote
The most common request at the University of Manchester is to edit the Harvard style so that
authors’ names display in normal case rather than UPPER CASE.
• Select Edit > Output Styles
• Choose ‘Harvard’ from the list of styles and click the Edit button
The Editing template screen will be displayed. This is grouped into four sections – Citations,
Bibliography, Footnotes and Figures & Tables.
• Under ‘Bibliography’, select ‘Author Name’
• At the Capitalization: prompt, change from ‘All Uppercase’ to ‘Normal’
• Select File > Save As and rename the style to save it as a new style eg Harvard New.ens
1.2. Changing numeric citations to superscript or subscript
You can alter the display of numeric citations by editing the Output Styles. Using a numeric
citation style (such as Numbered or Vancouver):
• Select Edit > Output Styles > Numbered
• Under ‘Citations’, select Templates
To create a superscript citation, click in the field where (Bibliography Number) is displayed and
click the A1 icon at the top of the screen.
The process is the same for subscript, using the A1 icon.
2. Downloading new and updated styles
You can find and download new or updated styles from the EndNote website –
www.endnote.com/support/enstyles.asp
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4. 3. Merging separate files into a single document with a cumulative
bibliography
If you have been working on several Word documents using EndNote (such as chapters for your
thesis) you will then need to bring them together to submit a final document.
You can merge separate chapters, each with their own EndNote library, into one master
document with a single, cumulative bibliography at the end.
• Make a copy of each chapter (to preserve your original versions) eg ch1-copy.doc, ch2-
copy.doc, ch3-copy.doc
• Open each document in Word and from the EndNote tools select Convert Citations and
Bibliography > Convert to Unformated Citations
This will remove the bibliography at the end of each chapter and change the citations into
unformatted text eg {Yamazaki, 1995 #154}
• Save the changes and close each document
• Open a New Word document
• Select View and choose Outline
• In the Master Document options, click on Show Documents
• Click on the Insert button to insert subdocuments
• Find your ch1-copy file and insert it by highlighting it and clicking Open
• Repeat this process for ch2-copy and any other documents
• Use the Update Citations and Bibliography command in Word 2007’s EndNote tab to
re-format the citations in the document and create a single bibliography at the end of
the document
• Save the document as master.doc or something similar
4. Creating section bibliographies
If you are working within one Word document but have several chapters (sections) within it,
EndNote gives you the option to create either:
• a single bibliography at the end of the document
• separate bibliographies for each chapter
• bibliographies at the end of each chapter with a cumulative bibliography of all
references at the end
To select a section bibliography style in EndNote:
• Select Edit > Output Styles
• Select Open Style Manager
• Choose the style you want to work with and click Edit
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5. In the style template there is a Sections option. Select this and then choose the section
bibliography option you want to use. Save the changes and close the Style Manager.
You can then create sections within your Word document and EndNote will format your
bibliography as specified.
• To create sections in Word 2007, select Page Layout > Breaks > Section Breaks and
choose the settings you require.
5. Creating an annotated bibliography
The Annotated output style in EndNote will display bibliographic information plus the abstracts
of articles where they are available.
You can also use EndNote to create bibliographies with your own annotations by using the
Research Notes field in your EndNote records.
• Open an EndNote reference in your library and scroll down to the Research Notes field
• Add your own information to the field and save the changes by closing the EndNote
reference
• Repeat the process for all references you want to include in your bibliography
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6. Selecting the output style you want to use for your bibliography:
• Select Edit > Output Styles> Open Style Manager
• Select the style you want to use (eg APA 5th) and click Edit
• Save a version of the style you want to use as a new style (eg APA 5th Annotated)
Note: you will need to save this outside the Style Folder (eg your P: drive) if you are working on
a University networked computer.
Customising your output style to include Research Notes:
• In the Style Manager window, find the Bibliography column and select Templates
• In the Journal article section, place the cursor at the end of the entry details
• Click Insert Field > End of Paragraph
• Click Insert Field > End of Paragraph again
• Click Insert Field > Tab
• Click Insert Field > Research Notes
• Click Insert Field > End of Paragraph
Repeat this process for all the reference types you want to use (eg books, theses, conference
proceedings) and save the changes to the output style.
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7. To create a standalone annotated bibliography:
• From your list of references, highlight the ones you want to output
• Select File > Export…
• Set the file type to Rich Text Format (.rtf) and the Output style to the customised style
with Research Notes added
• Save the file eg as Annotated.rtf
A new Word document should appear where you exported the file, with the filename
Annotated.rtf.
You can now open this as a Word document with your bibliography formatted with Research
Notes included as annotations.
6. Saving changes to output styles
If you are using your own computer, you can save edited styles to the Style Folder.
On University networked PCs, you will not be able to save changes in the Style folder but can
save them to your P: drive or a memory stick.
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8. You then need to change EndNote’s preferences to find the style you have created:
• Select Edit > Preferences > Folder Locations > Style Folder and change the location to the
place you saved your edited style.
In Word, this style will now appear when you choose the options from the Style drop-down
menu.
7. Using footnotes with EndNote
You can use EndNote to create footnotes in your Word document using Word’s own References
tools.
In the References tab in Word, select Insert Footnote (AB1)
The cursor should now be in place in the footnote section of the document. From the EndNote
tools in Word:
• Choose Insert Citation > Find Citation… to look up the reference
• Click on Insert to add the citation in the footnote
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9. The appearance of the footnotes will depend on the referencing style you are using. The most
commonly used output style for footnotes is the Chicago 15th style.
You can select and edit the style you want to display in footnotes by editing the footnote
options in EndNote’s Style Manager.
To create and use footnote templates, select Format citations: Using footnote format in the
Footnotes section of Style Manager.
8. Removing EndNote field codes for submission to journals
You need to remove any EndNote code from your Word document before submitting it for
journal publication. To do this, select the Convert Citations and Bibliography > Convert to Plain
Text command in Word.
Note: Be aware that once you have done this you cannot then format citations in the document
using EndNote .
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10. 9. Exporting a travelling library
You can share references in Word documents with other authors or retrieve EndNote references
from a Word document where the original EndNote library has been lost using the Travelling
Library function.
• In Word, select EndNote > Export to EndNote > Export Travelling Library
• Choose to add the references to an existing library or to create a new one for the
exported records
10. Recovering a deleted library
If you accidentally delete an EndNote library (mylibrary.enl) you can recover it from the
corresponding Data folder (mylibrary.data).
The Data folder is created alongside the library and holds files such as PDFs and images that you
attach to records.
• Open WordPad or Notepad from the Programs > Accessories menu on your computer
and create a blank document
• Select File > Save As… and save the blank document in the same area as the Data folder
and with the same name as the Data folder eg P:mylibrary.enl
The file should then appear as an EndNote library which can be opened and used.
Further information
Library Faculty Teams www.manchester.ac.uk/library/subjects
Online EndNote tutorials www.endnote.com/training
EndNote Technical Support and Services www.endnote.com/support
If you have any queries about this booklet or the services mentioned in it please contact the
JRUL Information Skills Training Team.
steve.mcindoe@manchester.ac.uk
sam.aston@manchester.ac.uk
jrul.researchers@manchester.ac.uk
Blog: http://jrulresearchers.wordpress.com/
Twitter: http://twitter.com/jrulresearchers
Web: http://www.manchester.ac.uk/library/usingthelibrary/researchers/
SMc March 2011
P:endnotetraining materialendnote x3 advanced exercises
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