A Beginners Guide to Using EndNote X5 for PC
Author: Jessica Eustace-Cook (firstname.lastname@example.org)
Version: 1, Date: July 2011
Use the Tips that follow to give you guidance.
Tips for entering information into the reference fields:
Care must be taken when typing in the Author(s) name(s). It must be in the correct format:
Enter the surname first, followed by a comma then the forename(s)/ initial(s) separated by spaces e.g.
Darwin, Charles or Smith, John J or Murphy, P T
The comma indicates to EndNote where the author(s) Surname ends. It is not necessary to enter
punctuation after the author(s) initial(s) as EndNote will amend the format depending on the output style
selected. There should be a space between each forename and/or initial. The need to enter forenames or
initials will be dictated by the reference style you will use for your work.
You must enter the author(s) names as they would usually be spelled e.g. for the author Susan M. Smith
the correct entry is Smith, Susan M and not smith, susan m . If no capitalisation is used none will appear
in the output style*. (*There are some exceptions to this e.g. the Harvard citation style capitalises the
Enter the author(s) names one per line, press [Enter] to start a new line within the Author Field.
If there is no author leave the line blank.
If you do not know all the authors, then the last author entry should be typed as et al.,
For multiple-word last names enter as Surname, Forename(s) Initial(s. The entry for Charles de Gaulle,
will read de Gaulle, Charles
For authors with titles e.g. Snr, Jnr, III etc., enter as Surname, Forename, Title. For example: The entry
for Albert Smith Jr. will be Smith, Albert, Jr.
Place commas at the end of corporate authors’
names e.g. Microsoft, or Apple Computer Inc.,
To move from one field to another use [Tab] to move down or [Shift+Tab] to move up.
Enter years as a four digit number, for example 2007, 1997
Enter titles without a period or punctuation at the end. Allow the title to wrap within the field, DO NOT USE
ENTER. It is best practice to capitalise the title as you would like it to appear in your bibliography. Be
consistent with capitalisation. If possible, follow the guideline(s) for the reference style(s) you are likely to
The full journal name should be entered in the field Journal Name. For abbreviated formats use the
Alternative Journal field.
Page ranges can be entered as complete (1223-1229) or abbreviated (1223-9) ranges. The style used to
create the bibliography will amend the page numbers to be either full, abbreviated or first page only. Do
not use commas for page numbers in the thousands e.g. 1223 not 1,223.
Do not enter punctuation, labels, or text styles that are normally part of a bibliographic style.
For editions, enter as 3
4. When you have entered the details for the article, click on the grey X in the right hand corner of the
screen. The reference is automatically saved for you. You also have the option to save the record by
clicking on File -> Save
. You should now have one reference displayed in you’re my
file. To view or edit the saved reference, double click on it.