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EndNote: Advanced & Systematic Review

Guidance and support material for using EndNote referencing software.

Advanced Guides

Click play and either watch the whole training session or use the Playlist to go directly to a topic e.g. tagging and custom lists, duplicates etc.

EndNote Advanced Features

There are a variety of ways to manage references for research projects and systematic review and EndNote has many features which may assist with whichever you use. One of EndNote's greatest strengths is its ability to handle very large numbers of references.

If you are new to EndNote, take a look at the guides and information on our EndNote Getting Started page. Once you have got the hang of it, explore the advanced features here which can help to improve your workflow and organisation including:

  • Removing Duplicates.
  • Customising your EndNote display to help you scan essential reference details quickly.
  • Customising fields for screening criteria, reviewers comments etc.
  • Smart groups to filter references by different criteria e.g. exclude from study, assess full text etc.
  • Share your library with colleagues and partners

If you don't find what you need in our guides, use the EndNote help pages or try some of the guides from other universities listed on the right of this page.

Italicize Specific Words in Multiple References

Edit batches of records e.g. to format species names or other scientific words you wish in Italics.

You can use the same technique to make other bulk edits e.g. a persistent typo in multiple records etc., but think carefully whether you might inadvertently change records incorrectly. You may need to select a group, or range of records and follow these steps rather selecting 'All references'.

This example formats the Latin name Aeromonas salmonicida to italics.

Please take a backup of your EndNote before making changes (File > Compressed Library (.enlx))

  1. Double-click on one of your references in the central pane on the screen to open it in the full edit screen  (it does not matter which one as long as it mentions the words to be changed e.g. Aeromonas salmonicida in the title).
  2. Use your mouse to select or highlight the word/phrase to be changed then in the top menu bar click I for Italics
  3.  The word/phrase e.g. Aeromonas salmonicida should now appear in Italics. Make sure it is still selected and press Ctl+C to copy it, then save and close the reference.

The steps below are highlighted in this image from EndNote

  1. Click ‘All References’ in the right hand pane
  2. Click on any of your references again in the central pane, then click Ctl+A to select ‘all’ the references.
  3. Click Edit from the top menu bar and select ‘Find and Replace
  4. In the Find and Replace window, paste (Ctl+V) the fomatted word/phrase e.g. Aeromonas salmonicida into the Replace with box [Note – if it does not paste correctly in Italics, repeat steps 1-6 and try again].
  5. Click the first drop-down to change the option to In: Any Field
  6. Type the word/phrase which is not in Italics in the Find box
  7. Untick the Match Case box (i.e. make sure that box is empty)
  8. Make sure the Retain Capitalization box has a tick
  9. Click Change
  10. If appropriate, go to your Word Document, click the EndNote tab in the toolbar to pull up the EndNote ribbon and click Update References and Bibliography. 


Help with EndNote

Check the guides on this EndNote help page. Check the tabs at the top for more information.

If you can't find what you need contact

Journal Titles

Alternatively, see the EndNote video.(click skip ads to go to the video).

Merging Chapters or Moving Sections of Text

The steps in this document should help you to avoid citations and references becoming corrupted or other issues with your  document when you join move sections around, merge documents etc.

Sharing Libraries and Groups