Get started with EndNote 20 by following these help guides.

Note: Our Software training resources page has EndNote 20 training manuals (as PDFs) for Windows and Mac.

2. Add references into EndNote library

Direct Export

References can be added using Direct Export or filters. Instructions for:

Add a reference manually

You may sometimes need to manually create a reference.

  1. Open your EndNote Library
  2. Click References then New Reference
  3. Select the appropriate reference type e.g. journal article, web page, book etc.
  4. Enter information in each field e.g. what you need for your reference list and any additional fields for your personal preference.

Authors and editors

  • Enter last name, first name eg. Harris, Jane. Use full first name where possible.
  • Initials can be used. Be consistent in use of full stop.
  • For a group author such an organisation, companyies or government departments, add a comma at the end eg. The University of Queensland,
  • Each author or editor goes on a new line (use Enter to create new line).

Volume, issue, page numbers

  • Only add the number.
  • Don't include any labels eg. volume, vol. EndNote will include any required labels.

PDFs with a screenshot of this process:

Edit a reference 

  1. Click on the reference you wish to edit to select it.
  2. Click on Edit in the reference panel on the right.
  3. Make the required changes.
  4. Click on Save.

Delete a reference 

  1. Click on the reference you wish to delete.
  2. Click the References dropdown list.
  3. Select Move References to Trash.
  4. You can also drag references to the Trash group.