This is the "Setting Preferences" 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

Setting Preferences 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


      Setting Preferences in Endnote

      Setting Preferences in Endnote

      Endnote allows you to view and set preferences for many of the program's features.  Review your options here to ensure you are using Endnote efficiently.  Be sure to configure UC-eLinks to work with Endnote.   Other changes are optional.  

      To view and change preferences, in the top tool bar,

      • Click:  EDIT --> PREFERENCES    The window below will appear.  




      In particular, it can be useful to look at:        I recommend making the changes highlighted below. 

      Change Case:  Identify terms where the case should NOT be changed (for example:  DNA, rDNA, PET, VLBI). 

      Display Fields: Tell Endnote which fields to display in the Reference Panel window.

      Display Fonts:  Specify the font and size of the text displayed in Library windows

      Duplicates: Specify which fields to compare when checking for duplicate citations.

      Find Full Text:  This does NOT find all PDFs!!  (If it doesn't work, your only option is manually add links/PDFs.) 
               Configure Endnote to use UC-eLinks as shown below (increases likelihood Endnote will find full text for you):

      1.  Open EndNote.
      2.  On the top menu:
               PCs: Select:   Edit  | Preferences |  Find Full Text (tab)
           or Macs: Select: Endnote  |  Preferences |  Find Full Text
      3.  In the OpenURL Path text box, enter:
      4.  Check all 4 boxes.
      5.  Click OK.

      Folder Locations:  Specify location that style, filter, & connection files are stored.    

      Formatting:   Control formatting of bibliography entries in a word processor
                           and whether Endnote automatically omits duplicate references. 

      Libraries:  Specify the action Endnote should take when program is started:
      open most recently used library
      open a specific library 
      ask which library to open 
      do not open a library

      PDF Handling:  Choose:
      utomatic renaming options for PDFs
                                 Choose a preset option or use custom to create your own

                           Specify a folder to use for PDFs that are automatically imported 
                                 Endnote will (attempt to) automatically create citations and add them to your library


      Read/Unread:  Set options for the Read/Unread button:  Mark as read upon:
      viewing a reference in a stand-alone Reference Window
      viewing a reference within the Reference, PDF, or Preview Panes in the Library window
      when the rating is changed by you                     

      Reference Types:  Set default reference type. 

      Sorting: Identify words Endnote should ignore when sorting records  (default is:  a, an, the). 

      Spell Check:  Specify various options for Spell checking 

      Sync:  Allows you to add your Endnote Web credentials, and specify how to sync with your Endnote Web Account

      Temporary Citations:  Do NOT make changes unless you know what you are doing.  Changes here will affect your ability to use Endnote with Word (Cite While You Write). 

      Term Lists: Specify how Endnote should update Term Lists.

      URLs & Links:  Specify how Endnote deals with URLs and links.


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