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Endnote Tips

This document provides essential tips for using Endnote, including file management, citation handling, and library organization. Key advice includes avoiding cloud storage for libraries, always keeping backups, and using specific methods to manage references effectively. It also highlights the importance of contacting Endnote Technical Support for assistance and offers guidance on formatting and upgrading the software.

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22 views2 pages

Endnote Tips

This document provides essential tips for using Endnote, including file management, citation handling, and library organization. Key advice includes avoiding cloud storage for libraries, always keeping backups, and using specific methods to manage references effectively. It also highlights the importance of contacting Endnote Technical Support for assistance and offers guidance on formatting and upgrading the software.

Uploaded by

ghannamboumjahed
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Endnote Tips

There is no save button! (Eventually you will learn to trust the software.)

There is no Undo button, although you can always delete things you imported.

There are two files associated with every Endnote library, a .enl file and a .data file. These MUST live in
the same folder, so if you move one you must also move the other. Also, if you rename one, you must
rename the other…the files have to have the same name to ‘talk’ to each other.

Never highlight and delete a reference in Word, always remove a reference via 'Edit & Manage
Citations'. If you don't, this can corrupt your document!

Don’t access your Endnote library via cloud storage or on a shared network drive. If you would like to
save it in the cloud, download the library to your desktop, use it, then put back into cloud or on the
network drive.

Don’t use the cloud syncing feature, the EN libraries often get corrupted.

ALWAYS keep a back-up copy of the library somewhere!

A reference can be in more than one folder or group, so the numbers don't always add up.

If you download an RIS file it will be imported into your most recent Endnote Library, so be sure to have
the library you are working with open at the time.

If you are creating a bibliography and you export references they will be appended to your open
document regardless of your intentions. What I do is work with a fresh document and export there,
then copy them references and past them as text so I don't have the link to the original. Then I can
manipulate the text as needed.

When in doubt, call Endnote Technical Support! They are approachable, eager to help, and they are
available Monday -Friday from 9am-8pm at 1-800-336-4474.

If you can’t find your style – use the “select another style” option to see the full list.

Find full text is the best! (Go to References > Find Full Text > find full text (and so is update refs)

Smart groups and groups are great to refine search results – it is far easier to manipulate data in
Endnote than within a traditional database search.

Keep references on preview and style at annotated – that shows the abstract on screen and removes
need to open each citation – change style when you are ready to use in Word.

Duplicate (and other actions) – these can be set to your own requirements in
Edit>Preferences>Duplicates – You can change between title/year and author/year etc. to clean out
records.

Using brackets [ ] in a title search will identify most non-English language materials for you to remove.

Compiled by Caitlin Pike, Crowdsourced via MedLib-L


If changes to the record don't show up in the preview when you return to the library/group list, click on
the record above the problem, then click on your problem record. Changes should be accepted and
appear in the preview.

Formatting of journal titles can sometimes be an issue. If the full title is entered into a record, Endnote
converts it to the abbreviated version (or vice versa). Go to Tools>Term Lists>Journal titles, and edit or
delete the title so that Endnote doesn't keep defaulting to the wrong version of the title.

If you are upgrading from a previous version of EndNote, it is advisable to back up your libraries, any
modified output styles, and uninstall the old version of EndNote prior to installing the new version.

You might consider compressing and saving your library every time you do major changes (also helps
with the lack of an undo ability).

I typically don’t recommend using Endnote Online. If you choose to use it, be aware that you can only
sync one library to your Endnote Online account, so do it with caution - especially if it is a library that will
be shared.

If you're on a Mac and you're having issues with the overall performance of the program - chances are it
needs an update.

If you are on Endnote Desktop, always close your Endnote database before moving or closing your
laptop, to avoid errors and corruptions due to disconnecting from the wifi/internet.

Put a comma after authoring organizations in the author field, otherwise Endnote tries to read it as
firstname-lastname. E.g. Indiana University,

If you are going to be web sharing your Groups, give your groups as specific a name as possible e.g.
Course123-Topic.

Groups are in alphabetical order but if you want to order them a particular way, give them a number.

As you generate references, Endnote makes a temporary Group with all the references you’ve cited.

Compiled by Caitlin Pike, Crowdsourced via MedLib-L

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