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Guides & Tutorial, Pao-Yue Kong Library, The Polytechnic University of Hong Kong

Reference Management Tools

A Comprehensive Guide for EndNote, Mendeley and Zotero

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Why EndNote sometimes shows both first initial and family name in the in-text citation for some authors, e.g., (E. Chan, 2010) and (E.C. Chan, 2010), instead of showing the last name only (Chan, 2010)?

To avoid ambiguity in author name, many citation styles (e.g., APA) require to include the authors’ first initial with their family name in the in-text citations if authors with the same family name are cited in the same article.

If these authors are actually the same author, please make sure you input their names consistently so that no initials will be displayed in the in-text citations.

To learn more about the naming rules of authors, please refer to the Referencing Guide prepared by ELC below:

The IEEE style in EndNote is slightly different from ELC’s IEEE Guide and IEEE journal style. Which one should I follow?

So far, there is no standardized IEEE style among different reference management platforms. Which style to use depends on your purpose:

For any style you install, please double check if the citation format fulfills your requirement. Consult your supervisor or contact us if you have any enquiries.

My supervisor suggests me to remove DOI information on the reference list. What can I do?

You can simply delete the DOI information in the reference record one-by-one, or perform a bulk change with the steps below:

  1. Click on Tools.
  2. Select Change/Move/Copy Fields...
  3. Select DOI from the pull-down menu.
  4. Select Clear field.
  5. Click on OK.

Click to see steps in screenshots


An alternative way is to edit the citation style. Refer to Edit Citation Styles for more details.

How can I show abbreviated journal names on the reference list?

First, make sure the setting of journal abbreviation is correct for the style you chose:

  1. Select the style you are using.
  2. Click on Edit.
  3. Select Output Styles.
  4. Click on Edit "(style name)".
  5. Select Journal Names from the sidebar.
  6. Make sure Abbreviation is selected under Journal Name Format.

Click to see steps in screenshots


Then, you can import the list of journal names with abbreviations in different subject by the steps below:

  1. Click on Tools.
  2. Select Open Term Lists.
  3. Click on Journals Term List.
  4. Switch to Lists tab.
  5. Select Journals.
  6. Click on Import List...
  7. Select appropriate list(s) to import, and then click on Open.

Click to see steps in screenshots


You may also refer to this video to learn more about how to set up a journals term list.

Is there any citation style for Chinese article in EndNote?

There are 2 citation styles for Chinese article downloadable from EndNote Output StylesYou may refer to Get More Citation Styles for the installation steps.

However, do consult your instructor/journal editor if the styles above meet their requirement before using.