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EndNote 20:  Manually

Manage your references and create in-text citations and bibliographies. Note: This guide is for EndNote 20. EndNote X9 is no long supported.

Entering records manually

Manually creating records

Although EndNote can import from hundreds of databases and catalogues it may still be necessary to add records manually.

To manually create an EndNote record: 

  • Select References | New Reference from the EndNote toolbar (or click on the New Reference iconManual entry).  This will open a New Reference Window.
     
  • By default the New Reference Window is set for the entry of journal articles. Select other reference types by clicking on the drop-down arrow to the right of Journal Article.
  • Enter citation details into the fields provided, paying attention to the Guidelines for Entering References included in the UON Introduction to EndNote 20 guide.
  • When finish, Click the Save button. 

Choosing a reference type

You need to choose the most appropriate reference type for each of your EndNote records, so that they are formatted and displayed correctly in your document.

Aim to be familiar with your referencing style so that you know how a particular reference type should display when it is correctly formatted - see our referencing guide for examples of the most common reference styles used at UON, and refer to a style manual if there is one for your referencing style. Use the preview tab in EndNote to check for errors.

The following table may help you choose the correct referencing type for each of your EndNote records.

Publication EndNote Reference Type Fields to enter Explanation
Book Book Author, Year, Title, Place Published, Publisher (add edition number if 2nd or subsequent edition) Print books authored by one or more authors. If editors are main contributors use Edited Book reference type
Book chapter Book Section Author, Year, Title, Editor, Book title, Place Published, Publisher, Pages An individual chapter from an edited book. Note: for chapters from non-edited books, cite the whole book rather than individual chapter (use Book reference type)
eBook Electronic Book Author, Year, Title, Place Published, Publisher, DOI or URL (add edition number if not the 1st edition) eBooks in either PDF or web-based format. 
eBook chapter Electronic Book Section Author, Year, Title, Editor, Book title, Place Published, Publisher, Pages, DOI or URL (add edition number if not the 1st edition) An individual chapter from an edited eBook. Note: for chapters from non-edited eBooks, cite the whole book rather than individual chapter (use Electronic Book reference type)
Edited Book Edited Book Editor, Year, Title, Place Published, Publisher (add edition number if not the 1st edition) Books edited by one or more editors. Edited books may contain chapters written by a number of different authors. If citing chapters rather than the whole book use the Book Section reference type
Journal Article Journal article Author, Year, Title, Journal title, Volume, Issue, Pages. If online, DOI or URL Use for both print and online journal articles
Report Report Author, Year, Title, Series Title, Place Published, Institution Use for technical and research reports available as print and online
Web page/site Web page Author, Year, Title, Access date, Access Year, URL Use for websites and webpages. See above for online books, articles and reports.