EndNote referencing software

When you create a new library (a file of your references), make sure it is not saved to cloud storage like iCloud. Saving your library to cloud storage may cause issues.

As a current UQ student or staff, you have automatic access to OneDrive. Often, cloud storage is the default place where your library is stored.

To avoid this:

1. Before you create a new library, go to Finder > click on the Go menu.
2. Choose Home.
3. Create a new folder e.g. EndNote Libraries, EndNote References.
4. Go to EndNote. Choose Create a new library or go to File > New.
5. Choose the folder location you created.
6. Remember this will be only available on that specific computer.

Watch Set up EndNote exports on Mac (YouTube, 1m44s).

The first time you open EndNote, only the toolbar will appear. You need to create a new library to open it fully.

Create a new library

1. Click on File > New.
2. Give your library a relevant name. Do not click Save as Package.
3. Save the library in a location that is not cloud storage e.g. iCloud.
4. A blank library will open.

You can use EndNote for footnote styles. You need to:

• use a footnote specific output style e.g. Chicago (17th edition) notes and bibliography
• insert footnotes using the Word tool.

Insert a footnote

1. Select the footnote output style from the EndNote toolbar.
2. Click in the Word document at the location for your footnote reference.
3. Click on the References tab on the ribbon at the top of the screen, and then select Insert Footnote.
4. A footnote number will appear. The Word cursor will move to the footnote location.
5. A footnote appears at the bottom of the page.
6. Use the EndNote toolbar to insert the citation into the footnote.
7. Repeat this procedure for each footnote.

Note: It is generally not easy to change from a author-date or numbered style to a footnote output style.

Change to author-date or numbered style from footnote style

1. Create a copy of your document.
2. Convert your Word document to unformatted citations.
3. In the EndNote toolbar, click on Converted Citations and Bibliography and select Convert to Unformatted Citations (Windows) or Tools and select Convert to Unformatted Citations (Mac).
4. The references should now look like {Anderegg, 2013 #732}.
5. Copy and paste each reference to the relevant area within your document.
6. Once they are all copied, delete the footnote numbers within the document.
7. Select the author-date or numbered output style you want to use from the EndNote toolbar. 
8. It should update to the selected style. If the style doesn't update, click Update Citations and Bibliography.

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