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EndNote Basic: Organize & Format

Learning to use EndNote Basic

Time Saver

Preselect your favorite bibliographic style to avoid scrolling through long list of available styles:

  1. From EndNote Basic Format tab, select Bibliography.
  2. Click Select Favorites (to right of Import Options).
  3. Choose your favorites (use Ctrl+click to select more than one).
  4. Copy to Favorites (may have up to 25).

This is especially helpful when in Word - the Style list will be your customized list.


You can Select Another Style to see the complete list of bibliographic styles (from Word's EndNote Basic tab, use the Style down arrow). 

My References and Collect

  1. From EndNote Basic's My References tab, select reference(s) to be moved. 
  2. Select Create a New Group from the "Add to group ..." drop-down menu.
  3. If pop-ups are blocked on your pc, you will need to enable them in order to see the User prompt for naming.
  4. Enter a new group name and click OK.

Note: Use Organize tab to delete unnecessary folders or to move contents.

Organize and Format

EndNote Basic's Organize tab enables:

  1. Management of your groups of citations (to share, rename, delete, and find duplicates),
  2. Management of others' groups (to show or to cite with Word, and
  3. Identifying duplicate citations.

EndNote Basic's Format tab enables:

  1. Bibliographies created and saved, emailed or printed (use Select Favorites to choose up to 25 frequently used citation styles),
  2. Download of the Cite While You Write plug-in, and
  3. Exporting references.

Footnote Help

Footnotes can be created by combining usage of the References tab within Word with adding citations via EndNote Basic.

1. Within your Word document, position the cursor where you want to add the footnote.

2. Go to the References tab in the Word toolbar and choose Insert footnote.

3. Go back to the EndNote Basic tab on the Word toolbar and use the Find citations icon to add the citation you require, which will then be added as a footnote.

4. With some output styles, you will only get the citation as a footnote, without it appearing in a bibliography at the end of your document. Whilst this may be acceptable on some occasions, at other times you will require a full bibliography as well as footnotes. In this case you must choose an output style which you know will also produce a final bibliography. Styles which do this include MMU Harvard, Chicago 15th, Numbered, MLA, APA, Turabian, OSCOLA.

5. You may need to alter footnotes to include page numbers. This can easily be done by clicking on the footnote reference to highlight it, then choosing Edit citation and adding the page details in the suffix tab. Please see the FAQ on Page numbers for more information.

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