Using EndNote

The use of EndNote revolves around the concept of a Library. When EndNote first starts up, a dialog box will pop open, asking you to:

• Create a new EndNote library,
• See what's new, or
• Open an existing EndNote library

If you are just starting with EndNote, and have not yet created a library, then you would want to select the first option. With the first option checked, you simply give your reference library a name and click Open. You may also create a new library from going to File --> New in the main interface.

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Creating References

To insert a reference into your library manually, go to References --> New Reference... and fill out the fields and item type as needed.

Modifying References

• To open a reference, double click on it
• Within the reference window, you can change the information in a field by clicking in the field and typing in what you need.
• You can change the reference's type (from book to journal article, for example) by using the drop-down box in the upper left of the individual reference window.

Selecting Records

To select multiple records, hold down Ctrl (for non-contiguous records) or Shift (for contiguous records) and click on the references you want to highlight. Holding down Ctrl while you have a group of references highlighted will let you unselect individual records, as well.

Deleting Records

To delete a single reference, click on it to select it, then go to References --> Delete... (or Click Ctrl+D) and click OK to confirm the delete. To delete mulitple records, select the records as explained above, then delete them as you would a single reference. Keep in mind that when deleting, all records that are highlighted (selected) will be deleted when you click OK.

Modifying Reference Types

• To modify a reference type, go to Edit --> Preferences.
• Select Reference Types in the list at the left. Click Modify Reference Types.
• Select the type you wish to modify by scrolling to the right until you find it, or scroll all the way to the right and see if there are any unused spaces if you want to make a completely new type.
• In each field, you can specify what goes in that field for the type (for example, for a book, "Place Published" may be the city where it was published, but for conference proceedings, it may be the conference location.)
• There are seven custom fields built in which are left open in the pre-made reference types.

Modifying Term Lists

• To open the lists of available terms of authors, keywords, and titles, go to Tools --> Open Term Lists and select the desired list.
• On the Terms tab you may either Edit or Delete a selected Term, or you may create a New Term.
• On the Lists tab, you may manipulate, import, or export entire lists of terms.
• These lists are used to suggest words or spellings while you are typing in a record.

Duplicate References

• To find duplicate references in your library, go to References -->Find Duplicates .
• To delete the duplicates (which are displayed by themselves after you do a Find Duplicates), go to References --> Delete... (or hit Ctrl + D).
• All highlighted references will be deleted. Click OK to confirm the delete.

Duplicates Setup

• To set up how references are determined to be duplicates, go to Edit --> Preferences.
• Select Duplicates from the list on the left.
• Click the check boxes by the fields you want to compare on. Uncheck the box to not compare on a field.

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Choosing Fields to Display

• You can display up to five fields in the main reference library window.
• To change which fields display in what order, go to Edit --> Preferences and choose Display Fields.
• Use the drop-down boxes to pick which fields to display and in what order.

Sorting the Reference List

• The default sorting for the references list is by author. To change the sort order, go to References --> Sort References.
• Use the drop-down boxes to order the available fields how you want them to sort

It will then you show just the references that met your criteria, if any. There will be an indicator of how many references were retrieved, and how many there are in total, on the bottom of the window.

Displaying the Entire Reference List

To show your full list of references after using an option that narrows the list (such as a Search or a Find Duplicates), go to References --> Show All References..., or hit Ctrl + H.

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To search within the references in your library, go to References --> Search References.

You may put terms in any of the search boxes, pick which fields you wish to search, check the correct Boolean Connector (and, or, not) and click Search.

It will then show you just the references that met your criteria, if any. There will be an indicator of how many references were retrieved, and how many there are total, on the bottom of the window.

In the Search Window, you may Add, Insert or Delete buttons. To select a search field, click within its borders.

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