This is the "Endnote Libraries" page of the "Endnote: Getting Started" guide.
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Endnote: Getting Started  

Last Updated: Oct 12, 2016 URL: Print Guide RSS UpdatesEmail Alerts

Endnote Libraries Print Page

Endnote: Database Instructions

See below for the specific instructions needed to export citation data from the various article databases. 

Windows Instructions 
     (aka Filters & Connection Files)

Macintosh Instructions
     (aka Filters & Connection Files)


    Endnote Help

    Endnote Help:

    Endnote Online User Guides
    (for both Windows & Mac)
          Endnote X7
          Endnote X6

    Endnote Training
    videos, PDFs,
       -online classes taught by Endnote

    Endnote Youtube Channel
       -short "how to" videos,
       -online class recordings (taught by Endnote


      Endnote: How to Create A Library

      Endnote uses libraries to store your references. For help, see: Endnote Online User Guide


      1.  Open Endnote:

      • Double-click on the Endnote icon
      • Or go to:  Start -->  Programs  --> Endnote

      • The Welcome To Endnote dialog box will appear
        • The popup window that appears gives an overview of Endnote
        • IF the popup window does not appear, from within Endnote click HELP: Welcome To Endnote
      2.  How To Create or Open A Library
      • Create A New Library:   Click File NEW
      • Open An Existing Library:  Click File OPEN LIBRARY  (or OPEN RECENT)

      Parts of A Library

      Parts of an Endnote Library

      Endnote X6 Library

      You have some control over how Endnote displays,
      the default value is for your libraries to display as three areas or panels:

      • Groups Panel: default setting: it appears on the far left.
        • Displays any groups you have created.
      • Reference List Panel: default setting: it appears in the middle.
        • References:  Each line in this panel is an individual reference (citation).
          • To see all fields in a reference, double-click on a reference 

        • Column Headings: Click on any column heading to sort the citations in that library by that field.
          • Click, hold & drag a column heading to change the location of the column.

        • Fields Displayed: You can determine the fields which display in the Reference List Panel
          • Hover cursor over field column headings, and right-click: check the fields you want to appear. 
          • OR, from top tool bar, choose EDIT -> Preferences -> Display Fields

      • Tabs Panel (or Reference Panel):  default setting: it appears on the far right, can also be moved to the bottom of the screen. 
        • Click on the appropriate button to display either:
          • Reference: The full record or each reference
          • Preview: Shows citation for a given reference will look, in the currently selected output style.
          • Attached PDFs: The PDF for the reference, if attached.
          • Paper Clip ICON: Use to link the citation to a file (usually a PDF) on your computer.
            • To delete links:  Open the reference and delete the link given in the File Attachments field.
      • Control Panel Layout:  Displays or hides the Groups Panel and Tabs Panel; controls placement of Tabs Panel  (right side, or bottom).
      • Add Output Styles:  Use to add additional Output Styles (citation formats).
        • In the Output Style Box:
          • Choose:  SELECT ANOTHER STYLE 
          • Select the style you want to add
          • Click the CHOOSE button
          • Repeat process to add all the Style Formats you need
        • An output style is a citation format, there are hundreds (possibly thousands) to choose from. 
        • Most journals have their own specific citation format.
        • Generally, you will you add the Output Styles needed for your discipline after install Endnote. Then you are done.   
        • The currently selected output style shows in the Output Style window.

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