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Dentistry: Endnote Tips & Tricks

This subject guide covers resources in dentistry availabe at the HKU Libraries.

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Endnote: Tips & Tricks

Generate full or abbreviated journal names

When importing citations from different databases into Endnote Library, the journal names may be either in full name or the abbreviation. To maintain the consistency of journal names, you may import Journals Term List. As your style requires, you may change your journal names from full to abbreviate or vice versa in your bibliography.

Before you start to use your new Endnote Library, you are advised to import the journals term list first. Please follow the steps below:

1. In Endnote, select Tools > Open Term Lists > Journals Term List


2. From Lists, highlight "Journals", click "Import List..."

3. For PC users: go to C: > Program Files > EndNote X9 > Terms Lists or

                                    C: > Program Files (x86) > EndNote X9 > Terms Lists (64-bit Windows)

For Mac users: go to Macintosh HD > Applications > EndNote X9 > Terms

Select your desired discipline, e.g. “Medical” and click “Open”


4. A dialogue box pops up showing that the terms are inserted.


5. In Terms, confirm the terms in Full Journal, Abbreviation 1, Abbreviation 2 and Abbreviation 3 are successfully inserted.

Modify an output style

If you cannot find an output style which suits your needs, you may modify one for yourself.

For example, you are using the output style “J Prost Dentistry” and

1. You want to change the Author Lists in in-text citations from

“If 3 or more authors, list the first 2 author(s) to

            “If 3 or more authors, list the first 1 author(s) and abbreviate with:

Please follow the steps below:

 a. From Edit > Output Styles > Edit “J Prost Dentistry


b. Endnote opens the Style window. Under the Citations heading, click Author Lists and amend the Abbreviated Author List as shown below:


2. In your bibliography, you may want to change the style of Journal name to italics and insert issue number for the Reference Type “Journal Article”. Please follow the steps below:

a. Under the Bibliography heading, click Templates option and go to the Reference Type “Journal Article”. Highlight Journal, click italics in the Style toolbar


  1. Put the cursor after “Volume”, select “Issue” from Insert Field, and embed it with brackets


  1. Save the modified output style by clicking File > Save As and give it a name e.g. “J Prost Dentistry Copy”


d. The modified output style is saved in This PC > Documents > Endnote > Styles

    For Mac users: Macintosh HD > Documents > EndNote > Styles

Create an output style for exporting references into Excel

1. From Edit > Output Styles > New Style...


2. In the Style window, click the Templates option under the Bibliography heading. Click Reference Types and select your desired reference types from the pull-down menu


3. Insert fields and separate the fields with a Tab (→) for each reference type. Below is an example:


4. Save the new output style by clicking File > Save As and give it a name e.g. “ExportToExcel”


5. The new output style is saved in This PC > Documents > Endnote > Styles

    For Mac users: Macintosh HD > Documents > EndNote > Styles

Export references to Excel

Endnote allows to export the references to a tab delimited file which can be imported into Excel.  The carriage returns in Endnote references will be treated as a “hard return” or “enter” and translated into a new row in Excel.


To remove the carriage returns, please follow the steps below:

1. To play safe, save a copy of your Endnote library for removing carriage returns. From Edit > Save a copy

2. Close your Endnote library and open the new temporary copy of the library. Click All References, from Edit Find and Replace


3. Select a field, e.g. Abstract

    Insert Special, e.g. Carriage return in Find:


4. Replace with: e.g. // (double slashes) or some other markers and click “Change”


5. Click "OK" to make changes


6. Now export the references as usual

7. Select an output style for exporting into excel (see Tips and Tricks—Creating new output style for exporting into excel)

8. If you cannot find your newly created output style, click Select Another Style…> Choose a Style and search it from the list


  1. Highlight the references you want to export
  2. From Edit > Copy Formatted


11. Open a new excel file

       Click “Paste” in a blank worksheet and insert desired column headings

       The data in “Abstract” field is now in the same column