Endnote

What is a Library?

• A Library is a collection of citations that is customizable for your needs.

• A library can be broken down into groups to make your citations easier to manage.
  
  
• We recommend that you store all your references in one or two libraries and use Groups and Group Sets to organize and categorize references.
  
  
• While there is no limit to the number of references that can be stored in one library, we suggest that the number not exceed 100,000.

Helpful Hint: Create libraries customized to specific projects you are working on, so you are only working with citations you need.


Creating and Naming a Library

• If it is your first time opening EndNote, choose the middle option on the first screen, “Creating a Library” to get started.

• If you have already been working with EndNote and would like to create an additional Library, go to File>New and create a new library

•  A dialogue box will appear and you will need to decide where you would like your library to be stored on your computer. The default is in My Documents.

• Also, you will need to name your library.

Keep it simple, and let it delineate what projects or themes you are going to be working on within it.

• Viewing References
• To view a reference, double-click on its line in your library.
• The Reference window will open. 
• Here, you can view, edit or enter information for the reference.
• To save changes to the reference, select File > Save from the menu, or Ctrl + S on your keyboard.
  
• Adding References to a Group
  
• In the library window, click on the references that you wish to move.  To select multiple references:
• Hold down the Ctrl key while clicking on individual references OR
• Select a range of references by clicking the first reference, then press the Shift key and click the last reference in the range.
  
• Three options to add references to a Group:
• Right click on your mouse and select Add References To from the list of options that appear.  Select the Group to which you wish to add your references.
  
• Select Groups > Add References To from menu bar.  Select the Group to which you wish to add your references.
  
• Drag selected references and drop them in the Group.
  
• The number next to the Group that you have chosen will change, indicating that you successfully added the selected references to that Group.
  
• Removing References from a Group
• In the library window, click on the references that you wish to remove.  To select multiple references:
• Hold down the Ctrl key while clicking on individual references OR
• Select a range of references by clicking the first reference, then press the Shift key and click the last reference in the range.
• Three options to remove references from Group:
• Right click on your mouse and select Remove References From Group
• Select Groups > Remove References From Group from menu bar
  
• Press Ctrl + D on your keyboard
• The references will be removed from the Group.  They will not be deleted from your library.
  
• Deleting References from a Library
  
• In the library window, click on the references that you wish to delete.  To select multiple references:
• Hold down the Ctrl key while clicking on individual references OR
• Select a range of references by clicking the first reference, then press the Shift key and click the last reference in the range.
• Three options to delete references from your library:
  
• Right click on your mouse and select Move References to Trash
  
• Select References > Move References to Trash from menu bar
  
• Drag selected references and drop them in Trash Group in the left column
  
• The Trash Group contains references that you have deleted from your library.  When you are confident that you wish to permanently delete the references in the Trash from your library, do one of the following:
• Select References > Empty Trash from the menu bar 
  
• Click on the Trash Group in the Groups panel, then right click on your mouse and select Empty Trash
  
• If you do not actively Empty Trash, you will be prompted to do so when you close the EndNote library.

Exporting references to another EndNote Library

1. Display the desired records for exporting in the current display window.
2. Click File, then Export.
3. Select Text File (*.txt) from the Save as Type: drop-down menu.
4. Select EndNote Export from the Output Style: drop-down menu
   If you do not see EndNote Export on the drop-down menu clickSelect another style and choose from the list.
5. Click Save.
6. Open the EndNote library where you wish to import the references.
7. From the File menu, choose Import.
8. Click Choose File button to select the file and click OK.
9. Select EndNote Import f rom the Import Options list.
10. Click Import.

Copying an EndNote Library

1. With a library open, choose Save a Copy from the File menu.
2. Name the new library and choose where to save it.
3. Click Save.
   The new library does not open. It is simply saved to disk, where you can then open it with EndNote.

Compressing an EndNote Library

Save your complete library (the filename.enl file as well as its associated .DATA folder and all of its contents) to a single compressed filename.enlx file in order to easily back up your library or send a copy to a colleague. Later, restore (unzip) the compressed library with EndNote.

Note: EndNote libraries larger than 4 gigabytes (GB) or 65,535 files (64 K) cannot be compressed with EndNote’s Compressed Library commands.  

To save to a compressed library file:

1. Open the library in EndNote.
2. From the File menu, select Compressed Library (.enlx), thenCreate.