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EndNote X9

Manual Entry

Most records for journal articles and digital resources will be available for download from an online source. For websites and some print sources, such as books and government documents, manual creation of records can be required.

To manually create a new reference:

  1. Select New Reference from the References menu, or select the New Reference icon on the toolbar.
  2. Select the Reference Type from the drop-down list (e.g. website or book).
  3. Enter publication details in the appropriate fields.
  4. Close the reference window by selecting the lower cross in the top right hand corner (or Ctrl+S).
  5. Select Yes to save the reference. This saves the information and assigns a unique reference number.

Tip: Don’t forget to select your reference type. New references will default to Journal Article but can easily be changed by choosing the appropriate format from the drop-down list.

Entering author information

To enter multiple authors, place each author's name on a new line by pressing Enter after each addition.

  • If an author is entered without a comma between names, EndNote X9 will interpret the last word to be the surname.
  • When a comma is used to separate names, EndNote X9 will take everything prior to the comma to be a surname. In the following examples, the interpreted surname is italicised and bold.

Data Entered

EndNote interpretation

Data Entered

EndNote interpretation

Smith, John

John Smith

Song-Mi Lee

Song-Mi Lee

John Smith

John Smith

Lee, Song-Mi

Song-Mi Lee

van der Velden, Kees

Kees van der Velden

World Health Organization

World Health Organization

Kees van der Velden

Kees van der Velden

World Health Organization,

World Health Organization

Toda, Michyo

Michyo Toda




Tip: To ensure that organisation names are treated correctly, place a comma after the entire name, as in the final example above for World Health Organization (WHO).

Suggestions for entering data in some other fields:

  • You do not have to enter information into every field.
  • The Label, Keywords, and Notes fields are very useful in conjunction with the Search Panel, for finding and sorting references.
  • If you use keywords or labels, be sure that you standardise them. This may involve editing after you have imported records (references) from databases.
  • Notes and Research Notes fields can each hold the equivalent of about 16 pages of text.

Tip: The Enter key should be pressed after each keyword or key phrase in the Keywords field.

Further information can be found in the Getting Started Guide (EndNote.pdf) that comes with every installation of EndNote (in Program Files for Windows/Applications for Mac).

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