Inactive menu commands

Sometimes when you open a menu in EndNote you may find that the command you need is greyed out and inactive (e.g. New Reference, Import). If this happens simply close the menu and click anywhere in the main reference list on the right of the screen. Go back to the menu and the command should now be available.

Sharing references from an EndNote library with another EndNote user

If you are working on a group project with other people and need to use the same references you can easily export them from one EndNote library into another. Simply follow the steps below:

• In the EndNote library select the group of references that you want to export, so that they are displayed in the main window
• Click on File > Export…
• Use the drop down menu Output style to select RefMan (RIS) Export
• Give the file a name and save it in the normal way

Importing references

• Open the EndNote library that you want to put the references into
• Click on File > Import…
• Click on Choose File… and select the file of references you want to import
• Under Import Option select RefMan RIS
• Click on Import

The references will be imported into the EndNote library.

Disappearing EndNote toolbar

If the EndNote toolbar is not visible in Word there are two things that you can try:

Firstly,
In Word click on View > Toolbars > EndNote X1

If the EndNote toolbar is not available from this menu then you will need to run the Configure option by following the steps below:

• Close all Microsoft Office programs
• Go to Start > Programs > EndNote > Configure EndNote
• Make sure Configure EndNote components for me is selected and click Next
• Make sure that Unified Cite While you Write for Microsoft Word is selected and click Next
• A message will tell you that the configuration is complete. Click Finish

When you open Word the EndNote toolbar should now be visible.

Exporting Datamonitor reports from Business Source Premier

If you export Datamonitor reports from Business Source Premier into your EndNote library you may need to tidy them up a bit in order to get them to display properly. Here's how to do it:

• Open up the reference by double-clicking on it from the list in EndNote
• Change the Reference Type to Report (using the drop down menu)
• You will need to add an Author, which in this case will be Datamonitor - make sure you remember to put a comma at the end e.g. Datamonitor,
• Add the Year - you can usually find this from the first page of the report
• Add the City - it makes sense to go with the UK office, so it will be London
• Remove Datamonitor from the Institution field and put it in as the Publisher
• Close the reference down and save the changes.

Your reference should now format correctly.

Using EndNote to search the Library Catalogue

Unfortunately due to the recent upgrade to the Library Catalogue the Online Search option within EndNote is currently not working. We will try to fix this as soon as possible.
In the meantime you can still get references from the Catalogue into your EndNote library by using the Import method:

• Carry out your search as normal and mark the records that you are interested in, using the tick box on the left
• Click on the eMail/Save option towards the top of the screen
• Under Record format select ISI ResearchSoft Tagged Output Format, then click Go
• Click on Save Selected and save the file as a text file.

Importing into EndNote

• In EndNote click on File > Import...
• Click Choose File... and find the file you have just saved
• Under Import Option choose Other filters... and select RefMan RIS, then click Choose
• Click Import

Your references will be imported into your EndNote library.

Chicago Style

If you are asked to use the Chicago style to format your references there are three different chicago styles in EndNote to choose from:

• Chicago 15th A includes footnotes and a bibliography, but does not display in-text citations.
• Chicago 15th B includes in-text citations, together with a formatted bibliography.
• Chicago Review is the specific style for use with the journal Chicago Review.

The chances are you will need to use Chicago 15th A, but you need to check this with your tutor first.

Adding a title to your list of references

You can automatically add a title to a list of references in a Word document by following the steps below:

• From the EndNote toolbar in Word, click on the Format Bibliography icon (third from the left)
• Select the Layout tab
• In the Bibliography title box enter the title for your list of references
• Click on the Text Format option on the right if you want to change the format of the font
• Click OK

The text you entered will now be displayed at the top of your list of references.