EndNote Online: A Beginner's Guide

EndNote Basic allows you to add files (e.g. article PDFs) to records.

1. Once you have a record in EndNote Basic
2. Select the paperclip icon under the title of the record
3. Attach the file (upload file from your computer)

NOTE: You cannot directly import the article PDF from any database.

Many times you will need to edit a record in EndNote Basic. You edit any field and add content to a record. Common reasons to edit...

• The title of the article or journal (source) are fields that needs editting often because of capitalization issues.
  
• Pages numbers - make sure page numbers are correct.
  
• Organization/Corporate authors - place a comma at the end of the name otherwise EndNote treats it as a person's name
  
• Without common - University of New Mexico becomes Mexico, U. o. N. in bibliography
  
• So in Author field - University of New Mexico,
  

How to edit a record

1. Select My References tab
2. Select any record
3. Select anywhere in a field (e.g. title, author)
4. Now you may edit that field.

How to add content to a record

Many people like to add information to a record to provide context.  For example, there is a field called Research Notes that allows one to state why this article is important or to add a specific quote they want to use later.

How to add content to record

1. Follow steps 1-2 above to edit
2. On the upper-right side is a toggle link (show or hide empty fields)
   
1. You want click that link until you see "hide empty fields."
   
2. You will notice the empty fields are displayed in the record
   
3. Add content to any field (Research Notes is near the bottom)