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EndNote 21

This is a step-by-step guide to using EndNote 21.

EndNote Libraries

Notes on Libraries

  • New libraries create two parts to support the library (.enl file and .data folder). Both parts are required for the library to operate.  Do not delete either part.

    • If you move the library file, you must move the associated data folder to the same location.

    • If you rename the library file, you must rename the associated data folder in exactly the same way (make a backup copy of the library before renaming)

  • Users can create an unlimited number of libraries

  • Only ONE library can be synced to an EndNote Online account

  • Do not save libraries on cloud-synching drives/folders (this can lead to performance issues and/or file corruption)

Create and Customize a New Library

Create a New Library

Create and customize a library for references. 

How-to
  1. File menu > New...
  2. Select a location for saving (save to a local drive for optimal performance)
  3. Rename the file (make it easier to identify)
  4. Save button

  5. EndNote will create and open the new library

Points & Help

Select Preferences

Customize EndNote behaviors and displays. 

How-to

1. Edit menu > Preferences

2.

Find Full Text

 Locates full text files associated with references in a library.  Optimize this feature by adding an *OpenURL Path and **URL.
3. Libraries Designates library to open when EndNote starts.
4. Sync Synchronizes the EndNote desktop application with EndNote Online, making libraries accessible from any device.
5. Term Lists Formats citations and references when inserted into a document.

*https://thslc-mdanderson.alma.exlibrisgroup.com/view/uresolver/01TEXASHEALTH_MDANDERSON/openurl?

**https://login.elibrary.mdanderson.org/login?url=

Points & Help

Define a Journal Term List

The Journal Term List formats journal names properly and consistently in the EndNote program and your word processing program.

 

How-to (Delete and/or Define Journal Terms)

If the Journal Term List is empty, proceed to the "Define" instructions.

Delete

  1. Library menu > Define Term Lists...

  2. Select the Terms tab > Highlight Journals > Delete Term button

Define

  1. Library menu > Define Term Lists...

  2. Select the List tab > highlight Journals

  3. Import List... button

  4. Choose Medical.txt file > Open button

  5. Confirmation of import

Points & Help

Customize Display Fields

EndNote users can customize the data fields displayed and re-size panels.

How-to

Display Fields

  1. Edit menu > Preferences

  2. Display Fields > Select and/or de-select fields for respective columns

  3. OK button 

Panels

  1. Click and drag panel parameters

Manage Multiple Libraries

Copy References to a Library

Users can copy references from one library to another. Please note that Groups cannot be copied using this method. 

How-to
  1. Open both libraries
  1. Select the references to be copied to the other library
  1. References menu > Copy References To > Choose the library

Drag & Drop

Users can move references from one library to another by dragging and dropping. Please note that Groups cannot be moved to another library using this method. 

How-to
  1. Open both libraries
  1. *Select and hold the reference to be moved to the other library (green highlight indicates it is selected)
  1. Drag it to the library column (middle column) of the other library 

*Select multiple references by using ctrl + A

Import a Library Into Another Library

Users can merge libraries by importing one library into another library. Please note that the size of the library being absorbed determines the time it takes to complete the import. 

How-to 

  1. Open both libraries. Work from the library that will absorb the other library.

  2. File menu > Import > File...

  • Choose: Select the Endnote library to be imported

  • Import Option: EndNote Library

  • Duplicates: Discard Duplicates

  • Text Translation: No Translation

  • Import button 

Subjects: EndNote