EndNote is an online search tool You can search online bibliographic resources and retrieve references directly into your EndNote library. You can also export references to EndNote from your favorite online resource

1. EndNote Essentials
Prepared by: Abdelmonim Awad Osman
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3. This chapter covers the following topics.
Starting EndNote and opening a library
Navigating the Library window
Selecting a Library window layout
Sorting references
Selecting and opening a reference in the EndNote
library
Closing a reference
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4. Starting EndNote and Opening a Library
From the Start menu, select All Programs >
EndNote > EndNote Program to display the
following dialog.
1. Select the “Open an existing library” option to go
to the Examples folder.
2. Select and open the compressed file called
Sample_Library_X6.enlx to extract the uncompressed
library files called Sample_Library_X6.enl and
Sample_Library_X6.Data.
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5. Starting EndNote and Opening a Library
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6. Starting EndNote and Opening a Library
Alternative Method
From the Help menu, select the Show Getting
Started Dialog command.
Select the “Open an existing library” option to go to
the Examples folder.
Select and open the compressed file called
Sample_Library_X6.enlx to extract the uncompressed
library files called Sample_Library_X6.enl and
Sample_Library_X6.Data.
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7. Starting EndNote and Opening a Library
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8. Starting EndNote and Opening a Library
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9. Starting EndNote and Opening a Library
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10. Starting EndNote and Opening a Library
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11. Starting EndNote and Opening a Library
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12. Navigating the Library Window
When you open the sample library, you will
see the Library window listing all of the
references that the library contains.
The Library window includes four work areas:
Groups panel
Reference List panel
Tabs panel
Search panel
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13. Navigating the Library Window
The options on the Tabs panel depend on the
layout that you select from the Layout menu
located in the lower right-hand corner.
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14. Navigating the Library Window
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15. Reference List Panel
This panel displays a multi-column list of
references. By default, the first column in the
reference list shows a Read/Unread indicator
followed by:
Paper clip icon (for references that include an
attached file)
Author’s last name, first name, initial (all names
are shown)
Year
Title
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16. Reference List Panel
Rating
Journal name or secondary title
Reference type
URL
Last updated
You can changes the order of the fields that
display in the reference list by selecting from
the Edit menu > Preferences > Display Fields.
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17. Reference List Panel
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18. Reference List Panel
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19. Reference List Panel
You can browse through the reference list by
first selecting a reference, and then using the
scroll bar, the scroll arrows, or the Page
Down, Page Up, Home, End, and Arrow keys.
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20. Tab Panel
This panel displays:
A Reference tab for editing a reference
A Preview tab for viewing formatted references
An Attached PDFs tab for viewing PDF files
attached to a reference
A paper clip icon for attaching files to a reference
(only PDF files appear in the Tabs panel after you
attached a file)
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21. Tab Panel - Preview Panel
You can easily see more details about a
reference by highlighting the reference and
selecting the Preview tab.
The Preview tab uses the current output style
to display the selected reference, as it is
formatted in a bibliography.
EndNote’s output styles represent the rules for
creating bibliographies for a variety of journals
and other publications.
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22. Tab Panel - Preview Panel
The styles determine how your references look
when you print, export, preview, or create
bibliographies.
To select a different output style, go to the
toolbar and select one from the Output Styles
menu.
The Output Style menu displays your
“favorite” output styles, but you can choose
“Select Another Style” to pick from other
installed files.
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23. Tab Panel - Preview Panel
A typical installation installs only the most
popular output styles, but more than 5,000
output styles are available in EndNote.
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24. Tab Panel - Preview Panel
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25. Tab Panel - Preview Panel
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26. Tab Panel - Preview Panel
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27. Tab Panel - Preview Panel
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28. Tab Panel - Preview Panel
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29. Tab Panel - Reference Panel
You can quickly edit your references by
clicking on the Reference tab.
Most functionality is the same as working in
the Reference window.
Enter text in a field by clicking on the field.
All commands are available via the menus
including contextual menus.
The Reference panel displays the contents of
the highlighted reference.
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30. Tab Panel - Reference Panel
Each part of the reference is stored in its own
field, and the reference type is displayed below
the title bar.
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31. Tab Panel - Preview Panel
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32. Tab Panel - PDF Viewer Panel
The PDF Viewer panel allows you to open and
view PDF files attached to the current
reference.
Later we'll see Working with PDF Files for
more information.
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33. Tab Panel - PDF Viewer Panel
The PDF Viewer panel allows you to open and
view PDF files attached to the current
reference.
Later we'll see Working with PDF Files for
more information.
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34. Search Panel
The Search panel allows you to search for
references from a particular EndNote library.
By default, the Search panel displays at the top
of the EndNote window.
Click the Show Search Panel and Hide Search
Panel buttons to toggle between the two views.
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35. Search Panel
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36. Search Panel
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37. Search Panel
The Search panel consists of the following
items:
Logical Operator List
Field List
Comparison List
Search Fields
Search Set List
Match Case
Match Words
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38. Search Panel
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39. Search Panel
To begin a search of your EndNote
library, select the group of references you want
to search and then select Search Library from
the Tools menu.
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40. Search Panel
Integrated Library & Online Search Mode
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41. Search Panel
Local Library Mode
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42. Search Panel
Online Search Mode
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43. Search Panel
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44. Search Panel
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45. Search Panel
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46. Search Panel
To begin a search of an online database, click
on the database name in the Groups panel
under Online Search or go to the Tools menu
and select Online Search.
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47. Search Panel
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48. Saving Search Strategies
The Save Search and Load Search commands
accessed with the Options button allow you to
save the settings currently on the Search panel
and recall them for later use.
Most of the options on the Search panel are
saved, including the search terms; how-
ever, the target of the search (the EndNote
library or online database) is not saved.
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49. Saving Search Strategies
To save a search:
1. Configure the Search panel.
2. Click the Options button and select Save Search.
3. A dialog appears, prompting you to name the
search strategy. Enter or edit the name and click
Save.
 The search files are saved by default in the
EndNoteSearches folder in the Windows Application
Data folder.
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50. Saving Search Strategies
To save a search:
 You may save them elsewhere if you prefer, but
EndNote will open to this Searches folder when you
choose to Load a saved search. EndNote adds
".ENQ as the file name extension for saved searches.
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51. Saving Search Strategies
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52. Saving Search Strategies
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53. Saving Search Strategies
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54. Saving Search Strategies
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55. Saving Search Strategies
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56. Selecting a Library Window Layout
Click the Layout button in the lower right-
hand corner of the Library window to display a
menu that lists six different layout options.
Groups Panel
Left / Off: This layout allows you to hide or show
the Groups panel. You can use this option in
combination with any of the other layout options.
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57. Selecting a Library Window Layout
Reference Panel
Right: This layout allows you to combine the
Reference, Preview, and PDF Viewer tabs as one
panel to the right of the Reference list in a
columnar arrangement. This is the default layout
option.
Right - Split: This layout allows you to arrange the
Reference/Preview tabs and the PDF Viewer panel
to the right of the Reference list in a columnar
arrangement.
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58. Selecting a Library Window Layout
Reference Panel
Bottom: This layout allows you to combine the
Reference/Preview tabs and the PDF Viewer tab in
a split arrangement below the Reference list.
Bottom - Split: This layout allows you to combine
the Reference, Preview, and PDF tabs in one panel
below the Reference list.
Off: This layout allows you to hide the
Reference, Preview, and PDF Viewer panels.
EndNote displays only the Groups panel and the
Reference list side- by-side.
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59. Selecting a Library Window Layout
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60. Selecting a Library Window Layout
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61. Selecting a Library Window Layout
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62. Selecting a Library Window Layout
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63. Selecting a Library Window Layout
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64. Selecting a Library Window Layout
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65. Sorting References
You can sort references by clicking on a
column heading such as Author, Year, or Title.
Click the Author column heading to change
the current Author sort from ascending order to
descending order.
Click the Year column heading to see the
references sorted in descending order based on
the year of publication.
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66. Sorting References
Click the Read / Unread column heading to
sort either your Read or Unread references to
the top.
Click the Author column heading to return the
sort order of the library to an alphabetical list
sorted by the author names.
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67. Selecting and Opening a Reference
To work with specific references, you must
first select them in the Library window.
There are different ways to select a
reference, such as:
1. Clicking on the reference using the mouse;
2. Using the arrow keys; or
3. Typing the first few letters found in the field by
which the library has been sorted.
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68. Selecting and Opening a Reference
To see how this works, click any reference to
select it. Press the Up or Down Arrow to select
the previous or next reference.
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69. Selecting and Opening a Reference
To find and display a reference:
Select the reference by Glover M. Allen. Now that
the reference is selected, there are a number of
things you can do such as view its
contents, copy, cut, delete, or edit it.
Open the selected Allen reference by pressing the
Enter key or by using the Edit References
command on the References menu.
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70. Selecting and Opening a Reference
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71. Selecting and Opening a Reference
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72. Selecting and Opening a Reference
The Reference window opens to display all of the information
associated with the reference.
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73. Selecting and Opening a Reference
This is where you enter or edit information for
a reference.
To view the rest of the reference, use the
mouse to scroll down the Reference window or
press the Tab key to move forward from one
field to the next.
Press Shift+Tab to move backward through the
fields.
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74. Selecting and Opening a Reference
Click the Show Empty Fields / Hide Empty
Fields button to toggle between showing all
fields in the reference or only those fields that
contain data.
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75. Selecting and Opening a Reference
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76. Selecting and Opening a Reference
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77. Closing a Reference
Close the reference. You can do this in one of
these ways:
Click the X close button in the upper corner of the
Reference window.
From the File menu, select Close Reference.
From the keyboard, press Ctrl+W. EndNote prompts
you to save your changes.
Note that many of the menu commands have a
keyboard equivalent next to them.
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79. Resources
 EndNote Help
QUT Library EndNote
http://www.library.qut.edu.au/services/endnote/index
.jsp
EndNote Manual
In Windows: Start > Programs > EndNote > Getting Started
Guide
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80. Resources
EndNote site support
http://endnote.com/support/search-knowledgebase
EndNote Tutorial Library
http://endnote.com/if/endnote-video-training
EndNote Online User Manual
http://endnote.com/if/online-user-manual
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81. Resources
EndNote X6 - Thomson Reuters EndNote
X6 Help User Guide
C:Program FilesEndNote X6EndNoteX6WinHelp.pdf
UWS University of the West of SCOTLAND
http://www.uws.ac.uk/workarea/downloadasset.aspx?id=2147
511905
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