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EndNote for Mac

Templates and fields

  • Sources such as websites or older hardcopy publications may not be available in a database
  • Adding these references to your Endnote library requires manually entering publication details in specific fields
  • This must be done carefully to avoid errors when references are incorporated into Word documents

Assume you want to add a reference for Uzzell and Barnett's chapter on ethnographic and action research, from the 2006 edition of Research Methods in Psychology.

Chapter title page

Book title page and copyright information

Create a new reference

  • Click the New Reference icon on the EndNote library toolbar 
  • Alternatively, you can select Reference > New Reference, or press <Command+N>
  • The template for entering a Journal Article will appear. Click the drop-down arrow to select Book Section instead  

Enter details

  • ‚ÄčEnter all details required for an accurate reference
  • The completed template is shown below (except for the edition field which is further down)

  • Press <Command+S> to save the reference
  • Press <Command+W> to close the template  

Review

  • Highlight your newly entered reference in All References, then select the Preview tab from the panel to the right of the All References list 
  • If there are errors, open the template from the Reference tab adjacent to Preview or by double-clicking the reference in All References
  • Make any changes, save and Preview to check

Tips for manual entry

  • If you can't find a particular field required for the reference type, check you are using the correct template. Some less common reference types require specific and unusual adjustments. Check APA 6th & EndNote if you are having trouble

  • For corporate or group authors, e.g. a report by Creative New Zealand, you must add a comma directly after the last letter of the name. Otherwise the software will assume it is the name of an individual and output it as Zealand, C.N.

  • Spelling and capitalisation must be entered correctly. Check APA 6th Referencing Style guide (or a guide to the style you are using) if you are unsure

  • Authors' name - enter full names into the author's field. If you have a number of articles written by an author in your library, make sure all references should use exact same full name, e.g. do not use N. Smith in one record and Nick Smith in another.

  • Every template has a large number of fields in addition to those required for referencing. You can use these to input a journal abstract or source language, for example. Other fields may be used to add information relating to your specific research interests that can be retrieved using the Search panel