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Research Guides

Citation Management Tools: EndNote FAQ

FAQ

The style I need isn't in EndNote. How can I get the style I need into my EndNote library?

EndNote offers over 6000 styles. Because installing all of these styles can slow performance, a typical EndNote installation includes only the 500 most popular styles. You can install sets of styles by discipline with the EndNote installer, or you can download individual styles from the EndNote website.

To download individual output styles:

  1. From the Edit menu in EndNote, choose "Output Styles" and then "Open Style Manager".
  2. Click "Get More on the Web" to start your default browser and go to the appropriate page on the EndNote website.
    Note: Another way to direct your browser to this web page is to select Web Styles Finder from the Help menu.
  3. Click Accept to accept the Terms of Use.
  4. Browse through an alphabetical listing of the available output styles or search by style name, and download the file(s) you want to install.
  5. Double-click the style file.  It should open in EndNote.
  6. In EndNote, go to "File Menu" and choose "Save As". Replace the word "copy" with your style's name and click "Save".
  7. Click on "File Menu" and choose "Close Style".  

The styles will now be available in EndNote to select for formatting.

How can I create an annotated bibliography?

To create a bibliography that includes abstracts, you can use the Annotated style included with EndNote. The Annotated style is based on the Author-Date style, and creates an alphabetical listing of the references (by author), with the abstract appended to each reference. You can modify any other style to include the Notes or Abstract field as well.

For this example, we modify the Numbered style to include the Abstract field.

  1. From the Edit menu, choose Output Styles and select Open Style Manager.
  2. Choose a style from the list in the Style Manager window, and click the Edit button. The Style window opens.
  3. Choose Layout from the options under the Bibliography heading and click in the text box under the "End each reference with" heading. Text or fields inserted into this section appear at the end of each reference in the bibliography.
  4. To insert the abstracts on a new line after each reference: choose ¶ End of Paragraph from the Insert Field list, and then choose Abstract from the same list.
  5. From the File menu, choose Save As and give the style a new name, but keep the ".ENS" extension.

This annotated version of the style will appear in the Output Styles submenu of the Edit menu (and in the styles menu on the Main toolbar). If you format a paper, print, or export references using this style, the abstracts are included in the bibliography.

This information provided from the EndNote Help feature from within EndNote.

How can I change the sort order of a style? I have to use the AMA style, but my faculty wants the bibliography to be in alphabetical order, not placement order.

The "Bibliography Sort Order" section determines how the bibliography should be sorted. Common options are listed, and you may also configure a custom sort order.

  • Order of Appearance
    References are listed in the order in which they are cited in the paper.
  • Author + Title
    References are sorted by the Author field. References with identical authors are sorted by title.
  • Author + Year + Title
    References are sorted by the Author field, then references with identical authors are sorted by year. References with identical authors and years are then sorted by title.
  • First Author + Year + Other Authors
    References are sorted by just the first author, then references with identical primary authors are sorted by year. References with identical primary authors and years are then sorted based on the other authors in the reference.
  • First Author + # of Authors + Year
    References are sorted by just the first author, then by the number of authors in the reference. For references with the same primary author and the same number of authors, they are then sorted chronologically based on the Year field.
  • Other
    A custom sort order is applied to the references in the bibliography.
  • Sort Edited Works After Original Works By Same Author
    Some styles request that if the same person is the author for a book and the editor for an edited book, the original works by that author are sorted first, and then the edited works follow. This is an exception to the sorting rules that can be applied to the other sort options provided

Note: When sorting by Author field, EndNote sorts based on all information in the Author field, including all author names (not just the first author) and initials.

Custom Sorting

To sort references or multiple citations differently from the options in the "Citation Sort Order" or "Bibliography Sort Order" sections, select the option for Other and choose from the lists any combination of up to five fields in ascending or descending order.

This window is identical to the one that appears when you choose Sort References from the References menu. You do not need to use all five options. The button at the right of each box controls the direction of the sort, either ascending or descending order. Clicking these boxes toggles the sort order between ascending and descending order.

Once you have set up your sorting strategy, click OK to return to the main Sort Order panel for the style. The Other button will now display your custom sorting instructions.

This information provided from the EndNote Help feature from within EndNote.

How do I share a Library?

Set up your EndNote account and fully sync your library before you share. 

If you've already set up your account and synced your library:

  • go to File > Share
  • enter the email addresses of the people you want to share with (up to 14 people total)

How do I join a Library that has been shared with me?

  • Create an EndNote account and connect it to your desktop version of EndNote X7.
  • Once connected, select File > Open Shared Library