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EndNote and EndNote Web: Building Your EndNote Library

Endnote:A Bibliographic Software Program; EndNote Web :Your Web-Based Research and Writing Tool

Creating a Library

 

Creating an EndNote library is similar to creating a file or document.

Think of a name for your library and where you would like to store it.

Adding References to a Library

There are three ways to add references to an EndNote library:

  • adding references manually.
  • using EndNote's direct connection feature to search remote databases.
  • importing references from saved database searches.

Note: Details of each of the above ways of adding references is given in separate sections under this page.

EndNote Preferences

This part will teach you how to display EndNote Preferences, set a favorite library to open each time you start EndNote, and change the display fonts.

To view or change the EndNote preferences:

From the Edit menu, choose Preferences. Click on the options on the left side, such as Libraries, Display Fonts, etc. and set your preferences.

Note: EndNote uses Unicode to correctly handle extended characters. By selecting a Unicode(such as Arial Unicode MS) font under Display Fonts in Library tab , you can view extended characters in the Library window, such as the Japanese characters found in the sample library.

 

Open an Existing Library

To start the EndNote program and open the sample library:

1. From the Start menu, choose Programs, select EndNote, and then choose the EndNote Program. If this is the first time you have used the program, a dialog appears prompting you to open a reference library.

2. Select Open an existing EndNote library or if you want to create a new library you can do that by going to File and then New. At this point you can give a name to your library.

The Library window includes three panes:

The Reference List pane displays a multi-column list of references.By default, the first column in the reference list shows a paper clip icon for references that include an attached file in the File Attachments field. Then, the first author’s last name, the year, the title, the journal name or secondary title, the reference type, the URL, and the Last Updated date are displayed for each
reference.

The Groups pane at the left of the window lists various groups of references for easy retrieval.

The Tab pane displays a Preview tab to view formatted references and a Search tab for searching either the current library or an online database.

Preview a Reference:

You can easily see more detail about a reference by highlighting the reference and viewing the Preview tab at the bottom of the Library window. To open a reference, first select that reference and then double-click on it to see the full details or select the reference, then go to References in the menu and then Edit.

Sorting References:

References can be easily sorted by clicking on the column heading (such as Author, Year, or Title). For e.g. click the Author column heading to change the current Author sort from ascending order to descending order.

Groups

The left pane of the library window lists groups of saved references.In a new library, only the All References group contains references, and displays all of the references in the library. However, you can add up to 500 custom and smart groups to a library.

A custom group is built by specifically adding individual references to the group.

A smart group is compiled automatically, and is based on a search strategy.

 

Subject Guide

Gurmeet Sehgal's picture
Gurmeet Sehgal
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