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EndNote X7.7: Create an EndNote Library

Referencing software

Page contents

This page tells you how to: 

  • create a new library
  • open and close an existing library
  • layout your library window
  • mark references and apply ratings
  • save and back-up your library

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Save and back-up

It is important to keep a back-up copy of your library. From the File menu, choose Save a Copy. It is advisable to include the date in the name of your library when you save a copy.

You can also save your whole library, or part of it, to a compressed file as a back-up. See “Saving and restoring a compressed copy of a library” from the Managing your EndNote library Tab under Macs.

Creating, opening and closing your library

It is strongly recommended that you work with one library only.

To open EndNote go to Manintosh HD or Finder>Applications>EndNote X7.

The Examples folder will hold your new library as well as the existing sample library. Click on the sample library (Sample_Library_X7.enl) to get an idea of how your library will look once you have collected some references.

 To create a new library go to File and click on New. At Save As: name your library and click on Save. To close, click on the red x at the upper left hand corner.

Opening an Existing Library

Open EndNote X7 from applications or the icon on the dock.  Go to File, Open Library... (or Command + O). Click on your library.

To exit, click on the x at the top left hand corner or use Command + Q to exit the program or Command + W the library

Library window layout

The library window consist of separate panels:

  • Groups panel - displays various groups of references
  • Search panel
  • Reference list panel - contains all your references
  • Reference quick edit panel - allows you to edit the contents of the highlighted reference
  • Preview panel - this allows you to view the reference in the style selected
  • PDF Viewer panel - allows you to preview your PDF files

To change the way these panels display in your library window choose your preferred option from the layout menu button.

 Note: you can also hide the search panel or the groups panel by clicking on the layout button.

Mark references and apply ratings

In your EndNote library you can mark your references as read or unread by simply clicking on the blue dot. To select whether you want your unread references to appear in bold text or not go to EndNote X7>Preferences> Read/Unread and choose.

You can also rate your references.  Highlight your reference then click on the dots in the rating column to create your own star rating 

You can choose whether you want to display this field in the Reference quick edit panel or not.