A reference management tool is relevant at various stages of the research/ writing process. The following refers specifically to EndNote20. Similar guidance will apply if you prefer to use another product, e.g. Mendeley.
You will likely be using multiple custom groups to manage the volume of references and different aspects of your projects.
Group Sets make organising these easier but this takes time to organise and maintain.
Smart Groups sometimes remove this time requirement.
With Smart Groups, you set the criteria in advance and EndNote automatically adds any matching references to that group on import. It is therefore recommended to set your criteria carefully, e.g. year and topic.
In your EndNote20 library:
Remember to save your changes when closing the file.
If you import references from more than one source, you are likely to have duplicate entries. EndNote can help you to manage these.
A further manual check is also recommended however - EndNote looks for exact matches in the author, title and year fields so won't identify items which differ even slightly.
Select relevant references in your EndNote library - click on the first entry, hold CTRL then click on the others to make your selection.
Go to File on the EndNote menu bar.
A "Save as" window will appear. Select your destination folder.
Change the file name.
We recommend selecting Rich Text Format to enable any word processor to open the file.
Select the preferred referencing style.
Ensure 'Export Selected references' is checked.
Complete individual chapters/ documents as normal. Once you are ready to publish,
For each chapter/ document:
Merge the individual documents into a master document - we recommend creating a new document for the master.
Your citations and reference list should now display correctly and be integrated.
Once you have completed a large project, you will likely be looking to publish. EndNote can help with this.
EndNote Training (2018) Manuscript matcher. Available at: https://youtu.be/rsVbxQ3cQp0 (Accessed: 31 August 2020).
Occasionally, you will be expected to include elements in your output style that are not pre-set. When this applies, amend the style as necessary.
Firstly, set the default style to display in the 'Style manager'.
Secondly, edit the style:
Go To 'Edit' in the menu bar
Select Output Styles, Edit [selected style]
A pop-up window will display.
From the panel on the left, select Bibliography, Templates.
Select the relevant template.
Amend as relevant, for example:
Place yout cursor at the relevant point within an item template then select 'Insert Field'.
include any relevant spacing and punctuation.
Close then 'Save As' as relevant.
The new style will appear in the list of styles available from the EndNote tab in Word.
Note: this is a local change and only applies to the device using EndNote X9.
See Editing Reference Types & Styles: Windows for a full list of amendments you can make to reference types and output styles.